Over the latest trailing 12-month period, total return cagr is -4.72%. The comparable SPY value is +15.54%. Year-to-date total return is -8.14%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NAC
$33,968
(3.4x return)
Invested on May 26, 1999
Growth of $10,000 in SPY (S&P 500)
$95,052
(9.5x return)
Invested on May 26, 1999
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
-8.1%
1-Year Total Return
-4.7%
Current Dividend Yield
8.42%
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 | (11.5%) | (4.7%) | +6.8% |
| 3 Years | +2.1% | +9.5% | +7.4% |
| 5 Years | (8.1%) | (2.4%) | +5.7% |
| 10 Years | (4.6%) | +0.7% | +5.3% |
| 15 Years | (1.8%) | +3.8% | +5.7% |
| 20 Years |
| (2.2%) |
| +3.6% |
| +5.8% |
