Over the latest trailing 12-month period, total return cagr is +20.36%. The comparable SPY value is +18.54%. Year-to-date total return is +17.36%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PFE
$69,074
(6.9x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$191,647
(19.2x return)
Invested on Sep 9, 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
+17.4%
1-Year Total Return
+20.3%
Current Dividend Yield
6.19%
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 | +12.4% | +20.4% | +7.9% |
| 3 Years | (6.7%) | (0.5%) | +6.2% |
| 5 Years | (9.6%) | (4.7%) | +4.9% |
| 10 Years | (1.5%) | +3.2% | +4.7% |
| 15 Years | +3.2% | +7.8% | +4.5% |
| 20 Years |
| +0.3% |
| +4.9% |
| +4.6% |
