Over the latest trailing 12-month period, total return cagr is -41.37%. The comparable SPY value is +17.76%. Year-to-date total return is -31.97%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PTC
$25,036
(2.5x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 23, 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
-32.0%
1-Year Total Return
-41.3%
Current Dividend Yield
0.00%
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 | (41.4%) | (41.4%) | N/A |
| 3 Years | (6.1%) | (6.1%) | N/A |
| 5 Years | (4.9%) | (4.9%) | N/A |
| 10 Years | +11.3% | +11.3% | N/A |
| 15 Years | +11.9% | +11.9% | N/A |
| 20 Years |
| +11.7% |
| +11.7% |
| N/A |
