Over the latest trailing 12-month period, total return cagr is -24.15%. The comparable SPY value is +16.94%. Year-to-date total return is -12.52%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LOAN
$23,367
(2.3x return)
Invested on May 13, 1999
Growth of $10,000 in SPY (S&P 500)
$92,714
(9.3x return)
Invested on May 13, 1999
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
-12.5%
1-Year Total Return
-24.3%
Current Dividend Yield
11.51%
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 | (31.0%) | (24.1%) | +6.9% |
| 3 Years | (6.7%) | +2.2% | +8.9% |
| 5 Years | (10.6%) | (2.3%) | +8.3% |
| 10 Years | (6.1%) | +1.9% | +8.0% |
| 15 Years | +9.4% | +17.1% | +7.8% |
| 20 Years |
| +5.3% |
| +10.8% |
| +5.6% |
