Over the latest trailing 12-month period, total return cagr is -7.03%. The comparable SPY value is +21.41%. Year-to-date total return is +9.57%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RPM
$217,771
(21.8x return)
Invested on Aug 19, 1996
Growth of $10,000 in SPY (S&P 500)
$193,764
(19.4x 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
+9.6%
1-Year Total Return
-7.1%
Current Dividend Yield
1.92%
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 | (8.9%) | (7.0%) | +1.8% |
| 3 Years | +3.6% | +5.5% | +1.9% |
| 5 Years | +5.5% | +7.5% | +2.0% |
| 10 Years | +7.6% | +9.8% | +2.2% |
| 15 Years | +12.2% | +14.8% | +2.5% |
| 20 Years |
| +9.3% |
| +12.3% |
| +3.0% |
