Over the latest trailing 12-month period, total return cagr is +61.69%. The comparable SPY value is +17.49%. Year-to-date total return is +66.88%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in STRL
$3,902,538
(390.3x return)
Invested on Sep 13, 1996
Growth of $10,000 in SPY (S&P 500)
$184,873
(18.5x return)
Invested on Sep 13, 1996
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
+66.9%
1-Year Total Return
+61.6%
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 | +61.7% | +61.7% | N/A |
| 3 Years | +87.5% | +87.5% | N/A |
| 5 Years | +87.8% | +87.8% | N/A |
| 10 Years | +54.3% | +54.3% | N/A |
| 15 Years | +28.8% | +28.8% | N/A |
| 20 Years |
| +18.7% |
| +18.7% |
| N/A |
