Over the latest trailing 12-month period, total return cagr is -32.87%. The comparable SPY value is +23.56%. Year-to-date total return is -9.86%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in POOL
$1,769,098
(176.9x return)
Invested on Aug 5, 1996
Growth of $10,000 in SPY (S&P 500)
$194,709
(19.5x return)
Invested on Aug 5, 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
-9.9%
1-Year Total Return
-32.9%
Current Dividend Yield
2.48%
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 | (34.4%) | (32.9%) | +1.5% |
| 3 Years | (18.9%) | (17.6%) | +1.3% |
| 5 Years | (16.0%) | (14.9%) | +1.2% |
| 10 Years | +7.3% | +8.6% | +1.3% |
| 15 Years | +14.8% | +16.4% | +1.5% |
| 20 Years |
| +8.4% |
| +10.1% |
| +1.7% |
