The total return over the past 12 months is +9.20% vs. +16.94% for the S&P 500. So far it's up +27.87% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Total Return CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Revenue CAGR | +34.83% | N/A | N/A | N/A | N/A | N/A |
| Net Income CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
| Year | Start price | End price | NAVN Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $17.08 | $21.84 | +27.87% | +14.51% | +13.36% |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
