Over the latest trailing 12-month period, total return cagr is +16.93%. The comparable SPY value is +18.54%. Year-to-date total return is +12.89%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in TRNO
$53,205
(5.3x return)
Invested on Feb 10, 2010
Growth of $10,000 in SPY (S&P 500)
$91,990
(9.2x return)
Invested on Feb 10, 2010
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
+12.9%
1-Year Total Return
+16.9%
Current Dividend Yield
3.19%
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 | +13.0% | +16.9% | +3.9% |
| 3 Years | +2.3% | +5.6% | +3.3% |
| 5 Years | (0.7%) | +2.2% | +2.9% |
| 10 Years | +9.4% | +12.3% | +2.9% |
| 15 Years | +10.8% | +13.8% | +3.1% |
| 20 Years | N/A | N/A | N/A |
