Over the latest trailing 12-month period, total return cagr is +9.58%. The comparable SPY value is +16.94%. Year-to-date total return is -5.17%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PLMR
$67,294
(6.7x return)
Invested on Apr 17, 2019
Growth of $10,000 in SPY (S&P 500)
$29,481
(2.9x return)
Invested on Apr 17, 2019
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
-5.2%
1-Year Total Return
+9.6%
Current Dividend Yield
0.35%
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% | +9.6% | +0.4% |
| 3 Years | +36.1% | +36.3% | +0.2% |
| 5 Years | +9.7% | +9.8% | +0.1% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
