Over the latest trailing 12-month period, total return cagr is +87.78%. The comparable SPY value is +16.94%. Year-to-date total return is +77.27%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in USEA
$14,308
(1.4x return)
Invested on Jul 6, 2022
Growth of $10,000 in SPY (S&P 500)
$21,520
(2.2x return)
Invested on Jul 6, 2022
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
+77.3%
1-Year Total Return
+88.3%
Current Dividend Yield
11.93%
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 | +58.6% | +87.8% | +29.2% |
| 3 Years | +1.7% | +14.6% | +12.9% |
| 5 Years | N/A | N/A | 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 |
