Over the latest trailing 12-month period, total return cagr is +19.08%. The comparable SPY value is +17.49%. Year-to-date total return is +46.52%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in P
$57,753
(5.8x return)
Invested on Oct 6, 2015
Growth of $10,000 in SPY (S&P 500)
$44,723
(4.5x return)
Invested on Oct 6, 2015
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
+46.5%
1-Year Total Return
+19.1%
Current Dividend Yield
N/A
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 | +19.1% | +19.1% | N/A |
| 3 Years | +35.8% | +35.8% | N/A |
| 5 Years | +30.0% | +30.0% | N/A |
| 10 Years | +23.2% | +23.2% | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
