Over the latest trailing 12-month period, total return cagr is +53.11%. The comparable SPY value is +16.94%. Year-to-date total return is +37.95%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SAFT
$208,208
(20.8x return)
Invested on Nov 22, 2002
Growth of $10,000 in SPY (S&P 500)
$127,561
(12.8x return)
Invested on Nov 22, 2002
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
+38.0%
1-Year Total Return
+53.4%
Current Dividend Yield
3.54%
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 | +46.2% | +53.1% | +6.9% |
| 3 Years | +14.2% | +19.5% | +5.3% |
| 5 Years | +5.4% | +10.2% | +4.8% |
| 10 Years | +4.5% | +9.1% | +4.6% |
| 15 Years | +6.5% | +11.4% | +4.9% |
| 20 Years | +3.8% | +8.4% | +4.7% |
