Over the latest trailing 12-month period, total return cagr is +223.87%. The comparable SPY value is +17.49%. Year-to-date total return is +209.19%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SIMO
$382,580
(38.3x return)
Invested on Jun 30, 2005
Growth of $10,000 in SPY (S&P 500)
$91,189
(9.1x return)
Invested on Jun 30, 2005
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
+209.2%
1-Year Total Return
+223.6%
Current Dividend Yield
0.70%
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 | +219.6% | +223.9% | +4.3% |
| 3 Years | +74.9% | +79.5% | +4.6% |
| 5 Years | +30.2% | +33.0% | +2.7% |
| 10 Years | +18.6% | +21.4% | +2.8% |
| 15 Years | +24.4% | +27.3% | +2.9% |
| 20 Years |
| +16.0% |
| +18.0% |
| +2.0% |
