Over the latest trailing 12-month period, total return cagr is +54.55%. The comparable SPY value is +17.49%. Year-to-date total return is -44.68%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SHMD
$7,072
(0.7x return)
Invested on May 1, 2024
Growth of $10,000 in SPY (S&P 500)
$15,370
(1.5x return)
Invested on May 1, 2024
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
-44.7%
1-Year Total Return
+54.5%
Current Dividend Yield
N/A
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 | +54.5% | +54.5% | N/A |
| 3 Years | N/A | N/A | N/A |
| 5 Years | N/A | N/A | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
