Over the latest trailing 12-month period, total return cagr is -4.82%. The comparable SPY value is +17.49%. Year-to-date total return is -6.44%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NMS
$12,711
(1.3x return)
Invested on Oct 8, 2014
Growth of $10,000 in SPY (S&P 500)
$47,904
(4.8x return)
Invested on Oct 8, 2014
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
-6.4%
1-Year Total Return
-4.8%
Current Dividend Yield
7.49%
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 | (10.9%) | (4.8%) | +6.0% |
| 3 Years | +0.4% | +7.0% | +6.7% |
| 5 Years | (8.0%) | (2.8%) | +5.2% |
| 10 Years | (4.6%) | +0.3% | +4.9% |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
