Over the latest trailing 12-month period, total return cagr is +3.69%. The comparable SPY value is +19.98%. Year-to-date total return is -5.68%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in U
$6,095
(0.6x return)
Invested on Sep 18, 2020
Growth of $10,000 in SPY (S&P 500)
$25,346
(2.5x return)
Invested on Sep 18, 2020
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
-5.7%
1-Year Total Return
+3.7%
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 | +3.7% | +3.7% | N/A |
| 3 Years | +3.9% | +3.9% | N/A |
| 5 Years | (20.8%) | (20.8%) | 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 |
