Over the latest trailing 12-month period, total return cagr is +34.66%. The comparable SPY value is +23.65%. Year-to-date total return is +25.69%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PKG
$447,638
(44.8x return)
Invested on Jan 28, 2000
Growth of $10,000 in SPY (S&P 500)
$87,550
(8.8x return)
Invested on Jan 28, 2000
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
+25.7%
1-Year Total Return
+34.6%
Current Dividend Yield
2.05%
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 | +31.4% | +34.7% | +3.2% |
| 3 Years | +18.7% | +21.8% | +3.1% |
| 5 Years | +12.7% | +16.1% | +3.4% |
| 10 Years | +13.1% | +16.4% | +3.3% |
| 15 Years | +17.3% | +20.8% | +3.5% |
| 20 Years |
| +12.8% |
| +16.5% |
| +3.7% |
