Over the latest trailing 12-month period, total return cagr is +12.96%. The comparable SPY value is +17.49%. Year-to-date total return is +11.39%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PNW
$119,865
(12.0x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x 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
+11.4%
1-Year Total Return
+12.9%
Current Dividend Yield
3.79%
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 | +8.8% | +13.0% | +4.2% |
| 3 Years | +7.9% | +12.4% | +4.6% |
| 5 Years | +5.2% | +9.9% | +4.7% |
| 10 Years | +2.6% | +6.8% | +4.1% |
| 15 Years | +5.7% | +9.9% | +4.2% |
| 20 Years |
| +3.9% |
| +8.5% |
| +4.6% |
