Over the latest trailing 12-month period, total return cagr is -11.34%. The comparable SPY value is +17.49%. Year-to-date total return is -13.63%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PCG
$12,565
(1.3x 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
-13.6%
1-Year Total Return
-11.3%
Current Dividend Yield
1.27%
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 | (12.3%) | (11.3%) | +0.9% |
| 3 Years | (6.5%) | (6.0%) | +0.5% |
| 5 Years | +8.2% | +8.6% | +0.4% |
| 10 Years | (13.8%) | (13.3%) | +0.5% |
| 15 Years | (7.0%) | (5.4%) | +1.6% |
| 20 Years |
| (5.3%) |
| (3.2%) |
| +2.1% |
