CGABL DCA Calculator
Dollar Cost Averaging — The Carlyle Group Inc. 4.625% Subordinated Notes due 2061
Historical data shows that a consistent $500 monthly investment into The Carlyle Group Inc. 4.625% Subordinated Notes due 2061 (CGABL) starting in 2020 would have turned a total investment of $41K into $40K today. This represents a total return of -2.4% over the 6-year period, compounding through dividend reinvestment and market growth.
The Impact of Dividend Reinvestment (DRIP)
The Carlyle Group Inc. 4.625% Subordinated Notes due 2061 pays a dividend (currently yielding ~0.08%). By utilizing a Dividend Reinvestment Plan (DRIP), generated dividends automatically purchase fractional shares. Over this 6-year period, regular dividend payments totaled $8K. Reinvesting these dividends continuously compounded your returns, accelerating the portfolio's growth far beyond simple price appreciation.
CGABL vs. S&P 500 (SPY) Benchmark
When comparing this dollar cost averaging strategy against a broad market index,CGABL underperformed the S&P 500 ETF (SPY). The same $500 monthly contributions into SPY would have grown to $64K, compared to CGABL's $40K.