Over the latest trailing 12-month period, total return cagr is -34.52%. The comparable SPY value is +17.49%. Year-to-date total return is -40.43%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PRIM
$123,251
(12.3x return)
Invested on Oct 26, 2006
Growth of $10,000 in SPY (S&P 500)
$80,658
(8.1x return)
Invested on Oct 26, 2006
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
-40.4%
1-Year Total Return
-34.5%
Current Dividend Yield
0.43%
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 | (34.7%) | (34.5%) | +0.2% |
| 3 Years | +30.5% | +31.1% | +0.6% |
| 5 Years | +23.0% | +23.8% | +0.8% |
| 10 Years | +14.4% | +15.4% | +1.0% |
| 15 Years | +14.0% | +15.0% | +1.0% |
| 20 Years | N/A | N/A | N/A |
