Over the latest trailing 12-month period, total return cagr is +24.78%. The comparable SPY value is +17.76%. Year-to-date total return is +82.32%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in KFRC
$66,129
(6.6x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 23, 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
+82.3%
1-Year Total Return
+24.8%
Current Dividend Yield
2.87%
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 | +18.9% | +24.8% | +5.9% |
| 3 Years | (5.4%) | (2.2%) | +3.2% |
| 5 Years | (1.9%) | +0.9% | +2.8% |
| 10 Years | +11.1% | +13.8% | +2.8% |
| 15 Years | +9.2% | +11.4% | +2.2% |
| 20 Years | +7.6% | +9.2% | +1.6% |
