Over the latest trailing 12-month period, total return cagr is -32.97%. The comparable SPY value is +23.56%. Year-to-date total return is -46.19%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in STLA
$91,832
(9.2x return)
Invested on Jul 22, 2003
Growth of $10,000 in SPY (S&P 500)
$117,745
(11.8x return)
Invested on Jul 22, 2003
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
-46.2%
1-Year Total Return
-33.0%
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 | (33.0%) | (33.0%) | N/A |
| 3 Years | (32.9%) | (29.5%) | +3.4% |
| 5 Years | (22.2%) | (17.3%) | +4.9% |
| 10 Years | (1.1%) | +6.1% | +7.2% |
| 15 Years | +0.4% | +5.2% | +4.8% |
| 20 Years | (0.7%) | +6.6% | +7.3% |
