Over the latest trailing 12-month period, total return cagr is -3.97%. The comparable SPY value is +16.94%. Year-to-date total return is +11.05%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WFCF
$32,213
(3.2x return)
Invested on Nov 15, 2006
Growth of $10,000 in SPY (S&P 500)
$79,583
(8.0x return)
Invested on Nov 15, 2006
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
+11.1%
1-Year Total Return
-4.0%
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 | (4.0%) | (4.0%) | N/A |
| 3 Years | (2.1%) | (2.1%) | N/A |
| 5 Years | (0.8%) | (0.8%) | N/A |
| 10 Years | +3.5% | +3.6% | +0.1% |
| 15 Years | +15.9% | +15.9% | +0.1% |
| 20 Years |
| N/A |
| N/A |
| N/A |
