Over the latest trailing 12-month period, total return cagr is +30.55%. The comparable SPY value is +16.94%. Year-to-date total return is +11.23%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ISTR
$24,370
(2.4x return)
Invested on Jul 1, 2014
Growth of $10,000 in SPY (S&P 500)
$48,233
(4.8x return)
Invested on Jul 1, 2014
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
+11.2%
1-Year Total Return
+30.7%
Current Dividend Yield
1.57%
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 | +28.4% | +30.6% | +2.1% |
| 3 Years | +38.2% | +41.0% | +2.9% |
| 5 Years | +5.9% | +8.3% | +2.3% |
| 10 Years | +6.7% | +8.4% | +1.7% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
