Over the latest trailing 12-month period, total return cagr is +29.75%. The comparable SPY value is +16.94%. Year-to-date total return is +19.83%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MPB
$34,908
(3.5x return)
Invested on Dec 4, 1997
Growth of $10,000 in SPY (S&P 500)
$133,445
(13.3x return)
Invested on Dec 4, 1997
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
+19.8%
1-Year Total Return
+29.9%
Current Dividend Yield
2.56%
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 | +26.2% | +29.8% | +3.6% |
| 3 Years | +21.4% | +25.2% | +3.8% |
| 5 Years | +5.5% | +8.7% | +3.3% |
| 10 Years | +6.9% | +10.1% | +3.2% |
| 15 Years | +10.9% | +14.1% | +3.2% |
| 20 Years |
| +2.1% |
| +4.9% |
| +2.8% |
