Over the latest trailing 12-month period, total return cagr is +5.42%. The comparable SPY value is +17.76%. Year-to-date total return is +3.67%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PFE
$62,853
(6.3x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 23, 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
+3.7%
1-Year Total Return
+5.4%
Current Dividend Yield
7.01%
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 | (3.2%) | +5.4% | +8.6% |
| 3 Years | (13.2%) | (7.0%) | +6.1% |
| 5 Years | (10.1%) | (5.0%) | +5.1% |
| 10 Years | (3.4%) | +1.2% | +4.7% |
| 15 Years | +1.7% | +6.3% | +4.6% |
| 20 Years |
| +0.2% |
| +4.8% |
| +4.6% |
