Over the latest trailing 12-month period, total return cagr is -61.77%. The comparable SPY value is +17.76%. Year-to-date total return is -54.91%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in Z
$4,021
(0.4x return)
Invested on Aug 3, 2015
Growth of $10,000 in SPY (S&P 500)
$42,576
(4.3x return)
Invested on Aug 3, 2015
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
-54.9%
1-Year Total Return
-61.7%
Current Dividend Yield
0.00%
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 | (61.8%) | (61.8%) | N/A |
| 3 Years | (16.9%) | (16.9%) | N/A |
| 5 Years | (22.7%) | (22.7%) | N/A |
| 10 Years | (2.1%) | (2.1%) | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
