Over the latest trailing 12-month period, total return cagr is +3.87%. The comparable SPY value is +16.94%. Year-to-date total return is +4.53%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RGCO
$135,116
(13.5x 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
+4.5%
1-Year Total Return
+3.9%
Current Dividend Yield
3.94%
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 | +0.0% | +3.9% | +3.9% |
| 3 Years | +9.2% | +13.6% | +4.4% |
| 5 Years | (0.9%) | +3.0% | +3.9% |
| 10 Years | +3.2% | +6.5% | +3.4% |
| 15 Years | +3.6% | +7.2% | +3.6% |
| 20 Years |
| +4.7% |
| +8.6% |
| +3.9% |
