Over the latest trailing 12-month period, total return cagr is -9.90%. The comparable SPY value is +17.49%. Year-to-date total return is -7.87%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IR
$43,176
(4.3x return)
Invested on May 12, 2017
Growth of $10,000 in SPY (S&P 500)
$37,030
(3.7x return)
Invested on May 12, 2017
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
-7.9%
1-Year Total Return
-9.9%
Current Dividend Yield
0.11%
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 | (10.0%) | (9.9%) | +0.1% |
| 3 Years | +2.0% | +2.1% | +0.1% |
| 5 Years | +5.9% | +6.0% | +0.1% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
