Over the latest trailing 12-month period, total return cagr is +16.65%. The comparable SPY value is +16.94%. Year-to-date total return is +20.68%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in RVSB
$38,363
(3.8x 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
+20.7%
1-Year Total Return
+16.7%
Current Dividend Yield
1.34%
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 | +14.9% | +16.6% | +1.8% |
| 3 Years | +2.3% | +4.7% | +2.4% |
| 5 Years | (4.1%) | (1.4%) | +2.7% |
| 10 Years | +0.9% | +3.5% | +2.6% |
| 15 Years | +6.5% | +8.5% | +2.0% |
| 20 Years |
| (4.0%) |
| (2.3%) |
| +1.7% |
