Over the latest trailing 12-month period, total return cagr is +13.68%. The comparable SPY value is +16.94%. Year-to-date total return is +11.55%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in OTTR
$169,077
(16.9x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+11.6%
1-Year Total Return
+13.8%
Current Dividend Yield
2.56%
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 | +10.8% | +13.7% | +2.9% |
| 3 Years | +6.0% | +8.6% | +2.6% |
| 5 Years | +9.0% | +11.6% | +2.7% |
| 10 Years | +10.2% | +13.3% | +3.1% |
| 15 Years | +11.0% | +14.8% | +3.8% |
| 20 Years |
| +5.6% |
| +9.6% |
| +4.0% |
