Over the latest trailing 12-month period, total return cagr is +40.28%. The comparable SPY value is +16.94%. Year-to-date total return is +32.92%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PCB
$41,349
(4.1x return)
Invested on Jun 4, 2014
Growth of $10,000 in SPY (S&P 500)
$49,450
(4.9x return)
Invested on Jun 4, 2014
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
+32.9%
1-Year Total Return
+40.5%
Current Dividend Yield
3.04%
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 | +35.4% | +40.3% | +4.9% |
| 3 Years | +22.1% | +27.0% | +4.9% |
| 5 Years | +7.2% | +11.3% | +4.1% |
| 10 Years | +10.9% | +14.1% | +3.1% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
