Over the latest trailing 12-month period, total return cagr is +18.07%. The comparable SPY value is +19.98%. Year-to-date total return is +12.35%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PRU
$90,480
(9.0x return)
Invested on Dec 13, 2001
Growth of $10,000 in SPY (S&P 500)
$107,601
(10.8x return)
Invested on Dec 13, 2001
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
+12.3%
1-Year Total Return
+18.1%
Current Dividend Yield
4.51%
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 | +12.1% | +18.1% | +6.0% |
| 3 Years | +8.3% | +13.7% | +5.4% |
| 5 Years | +3.1% | +8.2% | +5.2% |
| 10 Years | +4.4% | +9.2% | +4.9% |
| 15 Years | +6.6% | +11.2% | +4.5% |
| 20 Years |
| +2.6% |
| +6.4% |
| +3.8% |
