Over the latest trailing 12-month period, total return cagr is +76.74%. The comparable SPY value is +18.54%. Year-to-date total return is +69.85%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in KFRC
$48,196
(4.8x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$191,647
(19.2x return)
Invested on Sep 9, 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
+69.8%
1-Year Total Return
+76.7%
Current Dividend Yield
3.08%
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 | +68.4% | +76.7% | +8.3% |
| 3 Years | (3.9%) | (0.6%) | +3.3% |
| 5 Years | (3.0%) | (0.3%) | +2.7% |
| 10 Years | +10.7% | +13.3% | +2.7% |
| 15 Years | +12.1% | +14.3% | +2.3% |
| 20 Years | +8.0% | +9.6% | +1.6% |
