Over the latest trailing 12-month period, total return cagr is +118.26%. The comparable SPY value is +19.98%. Year-to-date total return is +83.70%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MATX
$349,674
(35.0x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 3, 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
+83.7%
1-Year Total Return
+118.2%
Current Dividend Yield
0.65%
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 | +116.2% | +118.3% | +2.0% |
| 3 Years | +36.2% | +37.7% | +1.5% |
| 5 Years | +22.0% | +23.6% | +1.6% |
| 10 Years | +18.3% | +20.4% | +2.1% |
| 15 Years | +17.0% | +19.3% | +2.3% |
| 20 Years |
| +12.1% |
| +14.5% |
| +2.5% |
