Over the latest trailing 12-month period, total return cagr is -51.02%. The comparable SPY value is +16.85%. Year-to-date total return is -43.95%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LU
$737
(0.1x return)
Invested on Oct 30, 2020
Growth of $10,000 in SPY (S&P 500)
$24,123
(2.4x return)
Invested on Oct 30, 2020
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
-44.0%
1-Year Total Return
-51.2%
Current Dividend Yield
0.00%
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 | (58.8%) | (51.0%) | +7.8% |
| 3 Years | (41.2%) | (22.9%) | +18.3% |
| 5 Years | (46.2%) | (33.8%) | +12.5% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
