Over the latest trailing 12-month period, total return cagr is +21.41%. The comparable SPY value is +16.94%. Year-to-date total return is +47.94%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in OSPN
$35,649
(3.6x return)
Invested on Mar 23, 1998
Growth of $10,000 in SPY (S&P 500)
$115,525
(11.6x return)
Invested on Mar 23, 1998
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
+47.9%
1-Year Total Return
+21.5%
Current Dividend Yield
2.74%
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 | +16.6% | +21.4% | +4.8% |
| 3 Years | +20.7% | +23.2% | +2.5% |
| 5 Years | (0.5%) | +0.7% | +1.3% |
| 10 Years | +0.1% | +0.7% | +0.6% |
| 15 Years | +8.6% | +9.0% | +0.4% |
| 20 Years |
| +2.7% |
| +3.0% |
| +0.3% |