Over the latest trailing 12-month period, total return cagr is -10.75%. The comparable SPY value is +17.49%. Year-to-date total return is +6.75%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PAYX
$257,644
(25.8x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x return)
Invested on Sep 9, 1996
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
+6.8%
1-Year Total Return
-10.7%
Current Dividend Yield
3.92%
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 | (14.5%) | (10.8%) | +3.8% |
| 3 Years | (1.1%) | +2.3% | +3.4% |
| 5 Years | +1.0% | +4.2% | +3.2% |
| 10 Years | +6.9% | +10.3% | +3.4% |
| 15 Years | +10.5% | +14.2% | +3.7% |
| 20 Years |
| +6.2% |
| +9.8% |
| +3.7% |
