Over the latest trailing 12-month period, total return cagr is +13.01%. The comparable SPY value is +19.37%. Year-to-date total return is +2.97%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in L
$106,543
(10.7x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$192,542
(19.3x return)
Invested on Sep 9, 1996
Hypothetical Growth of $10,000
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.
tgmcharts.com
Recent Performance Indicators
YTD Total Return
+3.0%
1-Year Total Return
+13.0%
Current Dividend Yield
0.23%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
