Over the latest trailing 12-month period, total return cagr is +33.82%. The comparable SPY value is +16.40%. Year-to-date total return is +30.26%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MUSA
$139,165
(13.9x return)
Invested on Aug 19, 2013
Growth of $10,000 in SPY (S&P 500)
$58,264
(5.8x return)
Invested on Aug 19, 2013
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
+30.3%
1-Year Total Return
+33.8%
Current Dividend Yield
0.49%
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% | +33.8% | +0.8% |
| 3 Years | +19.0% | +19.5% | +0.6% |
| 5 Years | +28.7% | +29.4% | +0.6% |
| 10 Years | +21.8% | +22.2% | +0.4% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
