Over the latest trailing 12-month period, total return cagr is +39.48%. The comparable SPY value is +18.19%. Year-to-date total return is +44.69%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SN
$39,146
(3.9x return)
Invested on Jul 31, 2023
Growth of $10,000 in SPY (S&P 500)
$17,231
(1.7x return)
Invested on Jul 31, 2023
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
+39.5%
Current Dividend Yield
0.00%
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 | +39.6% | +39.5% | N/A |
| 3 Years | N/A | +57.6% | 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 |
