Over the latest trailing 12-month period, total return cagr is -27.50%. The comparable SPY value is +23.56%. Year-to-date total return is -11.13%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ROP
$476,267
(47.6x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$195,503
(19.6x return)
Invested on Jul 29, 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
-11.1%
1-Year Total Return
-27.5%
Current Dividend Yield
0.91%
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 | (28.1%) | (27.5%) | +0.6% |
| 3 Years | (6.9%) | (6.3%) | +0.6% |
| 5 Years | (4.3%) | (3.7%) | +0.6% |
| 10 Years | +8.8% | +9.4% | +0.7% |
| 15 Years | +11.7% | +12.4% | +0.7% |
| 20 Years |
| +11.3% |
| +11.9% |
| +0.7% |
