Over the latest trailing 12-month period, total return cagr is +25.10%. The comparable SPY value is +20.53%. Year-to-date total return is +27.58%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in YOU
$12,496
(1.2x return)
Invested on Jun 30, 2021
Growth of $10,000 in SPY (S&P 500)
$18,820
(1.9x return)
Invested on Jun 30, 2021
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
+27.6%
1-Year Total Return
+25.1%
Current Dividend Yield
1.69%
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 | +22.9% | +25.1% | +2.2% |
| 3 Years | +27.1% | +31.5% | +4.4% |
| 5 Years | (3.1%) | (0.7%) | +2.4% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
