Over the latest trailing 12-month period, total return cagr is -7.74%. The comparable SPY value is +15.54%. Year-to-date total return is -8.02%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PCQ
$22,179
(2.2x return)
Invested on Jun 27, 2001
Growth of $10,000 in SPY (S&P 500)
$96,985
(9.7x return)
Invested on Jun 27, 2001
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
-8.0%
1-Year Total Return
-7.7%
Current Dividend Yield
5.58%
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 | (12.2%) | (7.7%) | +4.4% |
| 3 Years | (2.5%) | +2.3% | +4.8% |
| 5 Years | (16.2%) | (12.2%) | +4.1% |
| 10 Years | (7.5%) | (2.8%) | +4.7% |
| 15 Years | (3.5%) | +1.8% | +5.3% |
| 20 Years | (3.7%) | +2.0% | +5.7% |
