Over the latest trailing 12-month period, total return cagr is -4.73%. The comparable SPY value is +20.57%. Year-to-date total return is +1.41%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MTUAY
$256,478
(25.6x return)
Invested on Nov 3, 2008
Growth of $10,000 in SPY (S&P 500)
$115,159
(11.5x return)
Invested on Nov 3, 2008
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
+1.4%
1-Year Total Return
-4.7%
Current Dividend Yield
1.01%
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 | (5.9%) | (4.7%) | +1.1% |
| 3 Years | +23.5% | +24.6% | +1.1% |
| 5 Years | +12.4% | +13.6% | +1.2% |
| 10 Years | +15.1% | +16.3% | +1.2% |
| 15 Years | +13.6% | +15.1% | +1.5% |
| 20 Years |
| N/A |
| N/A |
| N/A |
