Over the latest trailing 12-month period, total return cagr is -1.31%. The comparable SPY value is +23.65%. Year-to-date total return is +16.11%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RCAT
$0
(0.0x return)
Invested on Jan 16, 2002
Growth of $10,000 in SPY (S&P 500)
$105,960
(10.6x return)
Invested on Jan 16, 2002
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
+16.1%
1-Year Total Return
-1.3%
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 | (1.3%) | (1.3%) | N/A |
| 3 Years | +111.0% | +111.0% | +0.1% |
| 5 Years | +24.7% | +24.7% | +0.0% |
| 10 Years | (32.6%) | (32.6%) | N/A |
| 15 Years | (36.8%) | (36.8%) | N/A |
| 20 Years |
| (28.3%) |
| (28.3%) |
| N/A |
