Over the latest trailing 12-month period, total return cagr is +31.24%. The comparable SPY value is +17.49%. Year-to-date total return is +2.05%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in M
$26,387
(2.6x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x return)
Invested on Sep 9, 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
+2.0%
1-Year Total Return
+31.2%
Current Dividend Yield
3.39%
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 | +26.5% | +31.2% | +4.8% |
| 3 Years | +24.4% | +29.9% | +5.5% |
| 5 Years | +1.4% | +5.3% | +4.0% |
| 10 Years | (4.6%) | (0.3%) | +4.4% |
| 15 Years | (0.9%) | +2.9% | +3.8% |
| 20 Years | (3.0%) | +0.2% | +3.2% |
