Over the latest trailing 12-month period, total return cagr is +37.98%. The comparable SPY value is +20.57%. Year-to-date total return is +48.98%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MSM
$146,002
(14.6x return)
Invested on Aug 28, 1996
Growth of $10,000 in SPY (S&P 500)
$193,834
(19.4x return)
Invested on Aug 28, 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
+49.0%
1-Year Total Return
+38.0%
Current Dividend Yield
2.85%
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 | +33.1% | +38.0% | +4.9% |
| 3 Years | +6.4% | +10.5% | +4.1% |
| 5 Years | +7.4% | +11.5% | +4.1% |
| 10 Years | +5.2% | +10.1% | +4.9% |
| 15 Years | +5.0% | +8.9% | +3.9% |
| 20 Years |
| +5.9% |
| +9.3% |
| +3.4% |
