Over the latest trailing 12-month period, total return cagr is -19.97%. The comparable SPY value is +16.94%. Year-to-date total return is -42.54%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NATR
$63,730
(6.4x return)
Invested on Jun 25, 2009
Growth of $10,000 in SPY (S&P 500)
$114,430
(11.4x return)
Invested on Jun 25, 2009
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
-42.5%
1-Year Total Return
-20.1%
Current Dividend Yield
N/A
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 | (20.0%) | (20.0%) | N/A |
| 3 Years | (8.9%) | (8.9%) | N/A |
| 5 Years | (3.4%) | (3.4%) | N/A |
| 10 Years | (2.7%) | (2.5%) | +0.2% |
| 15 Years | (1.0%) | (0.1%) | +0.9% |
| 20 Years |
| N/A |
| N/A |
| N/A |
