Over the latest trailing 12-month period, total return cagr is -2.21%. The comparable SPY value is +17.49%. Year-to-date total return is -0.34%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PPL
$132,668
(13.3x 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
-0.3%
1-Year Total Return
-2.2%
Current Dividend Yield
3.31%
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 | (5.3%) | (2.2%) | +3.1% |
| 3 Years | +10.8% | +14.6% | +3.7% |
| 5 Years | +2.9% | +6.5% | +3.6% |
| 10 Years | (0.0%) | +4.6% | +4.6% |
| 15 Years | +1.8% | +6.5% | +4.7% |
| 20 Years |
| +0.5% |
| +5.0% |
| +4.5% |
