Over the latest trailing 12-month period, total return cagr is -0.02%. The comparable SPY value is +17.49%. Year-to-date total return is -3.90%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NAD
$37,808
(3.8x return)
Invested on May 26, 1999
Growth of $10,000 in SPY (S&P 500)
$93,959
(9.4x 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
-3.9%
1-Year Total Return
-0.0%
Current Dividend Yield
7.68%
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 | (6.8%) | (0.0%) | +6.8% |
| 3 Years | +1.3% | +8.4% | +7.1% |
| 5 Years | (7.6%) | (1.9%) | +5.7% |
| 10 Years | (3.0%) | +2.4% | +5.4% |
| 15 Years | (1.4%) | +4.4% | +5.8% |
| 20 Years | (1.6%) | +4.4% | +6.0% |
