Over the latest trailing 12-month period, total return cagr is +13.22%. The comparable SPY value is +16.10%. Year-to-date total return is -9.88%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RMBS
$109,501
(11.0x return)
Invested on May 14, 1997
Growth of $10,000 in SPY (S&P 500)
$142,326
(14.2x return)
Invested on May 14, 1997
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
+13.2%
Current Dividend Yield
0.00%
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 | +13.2% | +13.2% | N/A |
| 3 Years | +9.8% | +9.8% | N/A |
| 5 Years | +28.6% | +28.6% | N/A |
| 10 Years | +19.9% | +19.9% | N/A |
| 15 Years | +12.6% | +12.6% | N/A |
| 20 Years |
| +8.7% |
| +8.7% |
| N/A |
