Over the latest trailing 12-month period, total return cagr is +16.95%. The comparable SPY value is +17.76%. Year-to-date total return is +26.73%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PSA
$483,559
(48.4x return)
Invested on Jul 22, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 22, 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
+26.7%
1-Year Total Return
+16.9%
Current Dividend Yield
3.72%
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 | +12.3% | +16.9% | +4.7% |
| 3 Years | +2.9% | +7.2% | +4.3% |
| 5 Years | +0.6% | +4.2% | +3.7% |
| 10 Years | +2.4% | +6.2% | +3.7% |
| 15 Years | +6.6% | +10.4% | +3.8% |
| 20 Years |
| +7.4% |
| +11.1% |
| +3.7% |
