Over the latest trailing 12-month period, total return cagr is +30.08%. The comparable SPY value is +16.94%. Year-to-date total return is +27.96%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PEBO
$96,610
(9.7x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+28.0%
1-Year Total Return
+30.2%
Current Dividend Yield
4.47%
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 | +23.9% | +30.1% | +6.2% |
| 3 Years | +13.0% | +19.1% | +6.1% |
| 5 Years | +2.5% | +8.0% | +5.5% |
| 10 Years | +4.3% | +9.1% | +4.9% |
| 15 Years | +8.2% | +12.5% | +4.3% |
| 20 Years |
| +1.1% |
| +4.9% |
| +3.9% |
