Over the latest trailing 12-month period, total return cagr is -19.15%. The comparable SPY value is +16.10%. Year-to-date total return is -39.70%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PRIM
$124,769
(12.5x return)
Invested on Oct 26, 2006
Growth of $10,000 in SPY (S&P 500)
$76,682
(7.7x 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
-39.7%
1-Year Total Return
-19.1%
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 | (19.4%) | (19.1%) | +0.2% |
| 3 Years | +33.9% | +34.5% | +0.6% |
| 5 Years | +19.9% | +20.8% | +0.8% |
| 10 Years | +15.3% | +16.3% | +1.0% |
| 15 Years | +12.8% | +13.8% | +1.0% |
| 20 Years | N/A | N/A | N/A |
