Over the latest trailing 12-month period, total return cagr is +17.26%. The comparable SPY value is +23.65%. Year-to-date total return is +9.28%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PCG
$17,572
(1.8x return)
Invested on Aug 5, 1996
Growth of $10,000 in SPY (S&P 500)
$194,874
(19.5x return)
Invested on Aug 5, 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
+9.3%
1-Year Total Return
+17.3%
Current Dividend Yield
1.00%
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 | +16.0% | +17.3% | +1.2% |
| 3 Years | (0.1%) | +0.7% | +0.8% |
| 5 Years | +15.4% | +15.8% | +0.4% |
| 10 Years | (12.2%) | (11.7%) | +0.5% |
| 15 Years | (5.7%) | (4.1%) | +1.6% |
| 20 Years |
| (4.1%) |
| (2.0%) |
| +2.1% |
