Over the latest trailing 12-month period, total return cagr is +55.01%. The comparable SPY value is +16.94%. Year-to-date total return is +30.89%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NKSH
$91,549
(9.2x return)
Invested on Oct 16, 1996
Growth of $10,000 in SPY (S&P 500)
$183,505
(18.4x return)
Invested on Oct 16, 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
+30.9%
1-Year Total Return
+55.3%
Current Dividend Yield
3.56%
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 | +47.8% | +55.0% | +7.2% |
| 3 Years | +21.2% | +27.5% | +6.3% |
| 5 Years | +3.1% | +8.7% | +5.6% |
| 10 Years | +2.0% | +6.5% | +4.5% |
| 15 Years | +3.4% | +7.7% | +4.3% |
| 20 Years |
| +3.3% |
| +7.4% |
| +4.2% |
