Over the latest trailing 12-month period, total return cagr is +3.37%. The comparable SPY value is +17.49%. Year-to-date total return is +1.14%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NI
$195,595
(19.6x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x return)
Invested on Sep 9, 1996
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
+1.1%
1-Year Total Return
+3.4%
Current Dividend Yield
2.85%
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 | +0.7% | +3.4% | +2.7% |
| 3 Years | +15.2% | +18.8% | +3.6% |
| 5 Years | +11.0% | +14.6% | +3.6% |
| 10 Years | +5.9% | +9.3% | +3.4% |
| 15 Years | +11.3% | +15.0% | +3.7% |
| 20 Years |
| +8.4% |
| +12.6% |
| +4.2% |
