Over the latest trailing 12-month period, total return cagr is -60.57%. The comparable SPY value is +17.76%. Year-to-date total return is -44.31%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IT
$43,982
(4.4x return)
Invested on Jul 22, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 22, 1996
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
-44.3%
1-Year Total Return
-60.5%
Current Dividend Yield
0.00%
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 | (60.6%) | (60.6%) | N/A |
| 3 Years | (26.7%) | (26.7%) | N/A |
| 5 Years | (11.6%) | (11.6%) | N/A |
| 10 Years | +3.5% | +3.5% | N/A |
| 15 Years | +9.0% | +9.0% | N/A |
| 20 Years |
| +12.5% |
| +12.5% |
| N/A |
