Over the latest trailing 12-month period, total return cagr is +34.94%. The comparable SPY value is +20.57%. Year-to-date total return is +30.04%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PBA
$55,703
(5.6x return)
Invested on Oct 6, 2010
Growth of $10,000 in SPY (S&P 500)
$87,968
(8.8x return)
Invested on Oct 6, 2010
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
+30.0%
1-Year Total Return
+34.9%
Current Dividend Yield
4.29%
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 | +28.5% | +34.9% | +6.5% |
| 3 Years | +16.8% | +23.1% | +6.3% |
| 5 Years | +9.2% | +15.2% | +6.0% |
| 10 Years | +4.7% | +10.7% | +6.0% |
| 15 Years | +4.3% | +10.1% | +5.8% |
| 20 Years |
| N/A |
| N/A |
| N/A |
