Over the latest trailing 12-month period, total return cagr is +126.86%. The comparable SPY value is +16.94%. Year-to-date total return is +101.60%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SHIP
$0
(0.0x return)
Invested on Oct 26, 2007
Growth of $10,000 in SPY (S&P 500)
$72,553
(7.3x return)
Invested on Oct 26, 2007
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
+101.6%
1-Year Total Return
+127.8%
Current Dividend Yield
3.33%
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 | +112.6% | +126.9% | +14.2% |
| 3 Years | +44.5% | +53.4% | +9.0% |
| 5 Years | +6.2% | +14.2% | +7.9% |
| 10 Years | (45.0%) | (43.0%) | +2.0% |
| 15 Years | (39.8%) | (38.3%) | +1.5% |
| 20 Years |
| N/A |
| N/A |
| N/A |
