Over the latest trailing 12-month period, total return cagr is +44.27%. The comparable SPY value is +16.94%. Year-to-date total return is +50.10%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PBAM
$95,944
(9.6x return)
Invested on Jan 5, 2012
Growth of $10,000 in SPY (S&P 500)
$77,264
(7.7x return)
Invested on Jan 5, 2012
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
+50.1%
1-Year Total Return
+44.5%
Current Dividend Yield
N/A
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 | +44.3% | +44.3% | N/A |
| 3 Years | +39.2% | +39.2% | N/A |
| 5 Years | +28.4% | +28.4% | N/A |
| 10 Years | +18.2% | +18.2% | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
