Over the latest trailing 12-month period, total return cagr is +197.70%. The comparable SPY value is +17.60%. Year-to-date total return is +140.20%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SIMO
$297,219
(29.7x return)
Invested on Jun 30, 2005
Growth of $10,000 in SPY (S&P 500)
$90,457
(9.0x 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
+140.2%
1-Year Total Return
+197.5%
Current Dividend Yield
0.90%
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 | +192.4% | +197.7% | +5.3% |
| 3 Years | +55.0% | +58.9% | +4.0% |
| 5 Years | +29.2% | +31.9% | +2.8% |
| 10 Years | +15.6% | +18.4% | +2.7% |
| 15 Years | +22.3% | +25.1% | +2.8% |
| 20 Years |
| +15.1% |
| +17.1% |
| +2.0% |
