Over the latest trailing 12-month period, total return cagr is +90.66%. The comparable SPY value is +17.49%. Year-to-date total return is +38.64%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SCCO
$3,575,045
(357.5x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x return)
Invested on Sep 9, 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
+38.6%
1-Year Total Return
+90.6%
Current Dividend Yield
2.02%
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 | +86.5% | +90.7% | +4.2% |
| 3 Years | +36.8% | +40.6% | +3.8% |
| 5 Years | +27.1% | +32.5% | +5.3% |
| 10 Years | +23.3% | +28.2% | +4.9% |
| 15 Years | +13.6% | +17.4% | +3.8% |
| 20 Years |
| +14.2% |
| +18.9% |
| +4.8% |
