Over the latest trailing 12-month period, total return cagr is +9.64%. The comparable SPY value is +16.94%. Year-to-date total return is +7.04%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in JOUT
$42,524
(4.3x 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
+7.0%
1-Year Total Return
+9.7%
Current Dividend Yield
2.97%
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 | +6.5% | +9.6% | +3.1% |
| 3 Years | (6.0%) | (2.7%) | +3.3% |
| 5 Years | (16.7%) | (14.4%) | +2.4% |
| 10 Years | +1.8% | +3.7% | +1.8% |
| 15 Years | +6.6% | +8.1% | +1.6% |
| 20 Years |
| +4.8% |
| +6.1% |
| +1.2% |
