Over the latest trailing 12-month period, total return cagr is -8.41%. The comparable SPY value is +17.49%. Year-to-date total return is +6.53%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in T
$91,945
(9.2x return)
Invested on Sep 4, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x return)
Invested on Sep 4, 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
+6.5%
1-Year Total Return
-8.4%
Current Dividend Yield
4.34%
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 | (12.5%) | (8.4%) | +4.1% |
| 3 Years | +21.0% | +27.6% | +6.5% |
| 5 Years | +4.5% | +11.0% | +6.5% |
| 10 Years | (1.6%) | +5.5% | +7.1% |
| 15 Years | +1.4% | +8.7% | +7.3% |
| 20 Years | +0.4% | +7.6% | +7.3% |
