Over the latest trailing 12-month period, total return cagr is +34.97%. The comparable SPY value is +17.49%. Year-to-date total return is +14.44%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NRC
$13,130
(1.3x return)
Invested on May 23, 2013
Growth of $10,000 in SPY (S&P 500)
$57,338
(5.7x return)
Invested on May 23, 2013
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
+14.4%
1-Year Total Return
+34.9%
Current Dividend Yield
2.84%
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 | +30.4% | +35.0% | +4.6% |
| 3 Years | (22.5%) | (20.5%) | +2.0% |
| 5 Years | (15.5%) | (13.6%) | +1.9% |
| 10 Years | +3.1% | +5.0% | +2.0% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
