Over the latest trailing 12-month period, total return cagr is +49.53%. The comparable SPY value is +21.81%. Year-to-date total return is +17.25%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RGLD
$277,993
(27.8x return)
Invested on Aug 19, 1996
Growth of $10,000 in SPY (S&P 500)
$192,021
(19.2x return)
Invested on Aug 19, 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
+17.3%
1-Year Total Return
+49.5%
Current Dividend Yield
0.72%
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 | +48.3% | +49.5% | +1.3% |
| 3 Years | +34.0% | +35.5% | +1.5% |
| 5 Years | +19.0% | +20.4% | +1.4% |
| 10 Years | +12.0% | +13.3% | +1.3% |
| 15 Years | +9.1% | +10.4% | +1.3% |
| 20 Years |
| +11.5% |
| +12.7% |
| +1.2% |
