Over the latest trailing 12-month period, total return cagr is +26.59%. The comparable SPY value is +22.66%. Year-to-date total return is +14.58%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MOH
$149,130
(14.9x return)
Invested on Jul 2, 2003
Growth of $10,000 in SPY (S&P 500)
$116,499
(11.6x return)
Invested on Jul 2, 2003
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
+14.6%
1-Year Total Return
+26.7%
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 | +26.6% | +26.6% | N/A |
| 3 Years | (14.3%) | (14.3%) | N/A |
| 5 Years | (4.9%) | (4.9%) | N/A |
| 10 Years | +13.2% | +13.2% | N/A |
| 15 Years | +17.9% | +17.9% | N/A |
| 20 Years |
| +11.2% |
| +11.2% |
| N/A |
