Over the latest trailing 12-month period, total return cagr is +6.62%. The comparable SPY value is +19.37%. Year-to-date total return is +18.52%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PSA
$416,275
(41.6x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$192,542
(19.3x return)
Invested on Sep 9, 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
+18.5%
1-Year Total Return
+6.6%
Current Dividend Yield
3.98%
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 | +2.3% | +6.6% | +4.3% |
| 3 Years | +3.3% | +7.6% | +4.3% |
| 5 Years | (1.8%) | +1.8% | +3.6% |
| 10 Years | +3.1% | +6.8% | +3.8% |
| 15 Years | +6.1% | +9.8% | +3.7% |
| 20 Years |
| +6.4% |
| +10.1% |
| +3.6% |
