Over the latest trailing 12-month period, total return cagr is +18.98%. The comparable SPY value is +16.94%. Year-to-date total return is +17.43%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PROV
$61,618
(6.2x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+17.4%
1-Year Total Return
+19.1%
Current Dividend Yield
3.05%
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 | +15.1% | +19.0% | +3.9% |
| 3 Years | +12.5% | +16.8% | +4.3% |
| 5 Years | +1.6% | +5.5% | +3.9% |
| 10 Years | (0.6%) | +2.9% | +3.5% |
| 15 Years | +5.3% | +8.6% | +3.3% |
| 20 Years |
| (2.4%) |
| +0.4% |
| +2.8% |
