Over the latest trailing 12-month period, total return cagr is +1.24%. The comparable SPY value is +16.94%. Year-to-date total return is -16.88%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IDAI
$24
(0.0x return)
Invested on Feb 24, 2021
Growth of $10,000 in SPY (S&P 500)
$21,478
(2.1x return)
Invested on Feb 24, 2021
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
-16.9%
1-Year Total Return
+1.3%
Current Dividend Yield
N/A
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +1.2% | +1.2% | N/A |
| 3 Years | (48.1%) | (48.1%) | N/A |
| 5 Years | (58.3%) | (58.3%) | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
