Over the latest trailing 12-month period, total return cagr is +102.72%. The comparable SPY value is +16.94%. Year-to-date total return is +37.67%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in KALU
$74,428
(7.4x return)
Invested on Jun 15, 2006
Growth of $10,000 in SPY (S&P 500)
$90,182
(9.0x return)
Invested on Jun 15, 2006
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
+37.7%
1-Year Total Return
+103.4%
Current Dividend Yield
1.98%
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 | +98.1% | +102.7% | +4.6% |
| 3 Years | +32.4% | +37.3% | +4.9% |
| 5 Years | +6.5% | +10.4% | +4.0% |
| 10 Years | +6.3% | +9.7% | +3.5% |
| 15 Years | +8.6% | +11.6% | +3.1% |
| 20 Years |
| +6.5% |
| +9.3% |
| +2.8% |
