Over the latest trailing 12-month period, total return cagr is +28.37%. The comparable SPY value is +21.96%. Year-to-date total return is +24.64%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Total Return CAGR averages 17.09% over 3 years and 21.76% over 5 years; the trailing 12 months came in at +28.37%. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of the company's investment performance.
