Over the latest trailing 12-month period, total return cagr is -13.34%. The comparable SPY value is +16.94%. Year-to-date total return is +5.80%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in JVA
$8,476
(0.8x return)
Invested on May 3, 2005
Growth of $10,000 in SPY (S&P 500)
$98,949
(9.9x return)
Invested on May 3, 2005
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
+5.8%
1-Year Total Return
-13.4%
Current Dividend Yield
2.00%
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 | (15.5%) | (13.3%) | +2.2% |
| 3 Years | +70.3% | +71.7% | +1.5% |
| 5 Years | (2.5%) | (1.7%) | +0.8% |
| 10 Years | (3.3%) | (2.9%) | +0.4% |
| 15 Years | (4.5%) | (4.0%) | +0.4% |
| 20 Years |
| +0.1% |
| +0.6% |
| +0.5% |
