Over the latest trailing 12-month period, total return cagr is +12.58%. The comparable SPY value is +22.66%. Year-to-date total return is +2.65%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NAD
$40,382
(4.0x return)
Invested on May 26, 1999
Growth of $10,000 in SPY (S&P 500)
$93,440
(9.3x 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
+2.6%
1-Year Total Return
+12.6%
Current Dividend Yield
7.19%
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 | +4.8% | +12.6% | +7.7% |
| 3 Years | +2.6% | +9.8% | +7.1% |
| 5 Years | (6.2%) | (0.4%) | +5.7% |
| 10 Years | (2.9%) | +2.5% | +5.4% |
| 15 Years | (0.7%) | +5.2% | +5.8% |
| 20 Years | (1.1%) | +4.8% | +6.0% |
