Over the latest trailing 12-month period, total return cagr is -58.17%. The comparable SPY value is +16.94%. Year-to-date total return is -49.05%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LIVE
$1,175
(0.1x return)
Invested on Jan 28, 2002
Growth of $10,000 in SPY (S&P 500)
$110,324
(11.0x return)
Invested on Jan 28, 2002
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
-49.0%
1-Year Total Return
-58.3%
Current Dividend Yield
N/A
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 | (58.2%) | (58.2%) | N/A |
| 3 Years | (34.6%) | (34.6%) | N/A |
| 5 Years | (27.4%) | (27.4%) | N/A |
| 10 Years | (4.3%) | (4.3%) | N/A |
| 15 Years | +6.1% | +6.1% | N/A |
| 20 Years |
| (14.5%) |
| (14.5%) |
| N/A |
