Over the latest trailing 12-month period, total return cagr is -25.03%. The comparable SPY value is +23.65%. Year-to-date total return is -10.83%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PD
$3,056
(0.3x return)
Invested on Apr 11, 2019
Growth of $10,000 in SPY (S&P 500)
$29,691
(3.0x return)
Invested on Apr 11, 2019
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
-10.8%
1-Year Total Return
-25.0%
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 | (25.0%) | (25.0%) | N/A |
| 3 Years | (22.0%) | (22.0%) | N/A |
| 5 Years | (22.7%) | (22.7%) | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
