Over the latest trailing 12-month period, total return cagr is +15.17%. The comparable SPY value is +17.60%. Year-to-date total return is +6.79%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in POET
$6,760
(0.7x return)
Invested on Jun 25, 2008
Growth of $10,000 in SPY (S&P 500)
$80,527
(8.1x return)
Invested on Jun 25, 2008
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
+6.8%
1-Year Total Return
+15.2%
Current Dividend Yield
0.00%
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 | +15.2% | +15.2% | N/A |
| 3 Years | +17.4% | +17.4% | N/A |
| 5 Years | (4.0%) | (4.0%) | N/A |
| 10 Years | +0.1% | +0.1% | N/A |
| 15 Years | (1.2%) | (1.2%) | N/A |
| 20 Years | N/A | N/A | N/A |
