Over the latest trailing 12-month period, total return cagr is -23.47%. The comparable SPY value is +16.94%. Year-to-date total return is +33.14%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LAKE
$58,695
(5.9x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+33.1%
1-Year Total Return
-23.6%
Current Dividend Yield
0.25%
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 | (23.6%) | (23.5%) | +0.2% |
| 3 Years | (8.6%) | (8.1%) | +0.5% |
| 5 Years | (10.5%) | (10.1%) | +0.4% |
| 10 Years | +1.7% | +1.9% | +0.2% |
| 15 Years | +2.9% | +3.0% | +0.1% |
| 20 Years |
| (0.2%) |
| (0.1%) |
| +0.1% |
