Over the latest trailing 12-month period, total return cagr is +53.82%. The comparable SPY value is +16.94%. Year-to-date total return is +70.00%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in JAKK
$5,524
(0.6x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+70.0%
1-Year Total Return
+54.1%
Current Dividend Yield
3.60%
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 | +46.7% | +53.8% | +7.1% |
| 3 Years | +16.2% | +19.4% | +3.3% |
| 5 Years | +19.9% | +22.0% | +2.0% |
| 10 Years | (10.4%) | (9.6%) | +0.8% |
| 15 Years | (11.5%) | (10.7%) | +0.8% |
| 20 Years |
| (8.9%) |
| (8.3%) |
| +0.6% |
