Over the latest trailing 12-month period, total return cagr is -6.21%. The comparable SPY value is +17.60%. Year-to-date total return is -0.05%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PEG
$224,730
(22.5x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$197,166
(19.7x return)
Invested on Jul 29, 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
-0.1%
1-Year Total Return
-6.2%
Current Dividend Yield
3.29%
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 | (9.2%) | (6.2%) | +3.0% |
| 3 Years | +7.7% | +11.3% | +3.6% |
| 5 Years | +4.8% | +8.3% | +3.5% |
| 10 Years | +5.8% | +9.4% | +3.7% |
| 15 Years | +6.0% | +9.9% | +4.0% |
| 20 Years |
| +4.2% |
| +8.1% |
| +3.9% |
