Over the latest trailing 12-month period, total return cagr is +40.39%. The comparable SPY value is +16.94%. Year-to-date total return is +41.25%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PSMT
$128,019
(12.8x return)
Invested on Sep 2, 1997
Growth of $10,000 in SPY (S&P 500)
$140,352
(14.0x return)
Invested on Sep 2, 1997
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
+41.3%
1-Year Total Return
+40.6%
Current Dividend Yield
0.81%
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 | +39.2% | +40.4% | +1.2% |
| 3 Years | +32.1% | +34.2% | +2.1% |
| 5 Years | +17.0% | +18.7% | +1.7% |
| 10 Years | +7.5% | +8.8% | +1.3% |
| 15 Years | +6.7% | +7.8% | +1.1% |
| 20 Years |
| +12.7% |
| +14.1% |
| +1.4% |
