Over the latest trailing 12-month period, total return cagr is +24.12%. The comparable SPY value is +19.98%. Year-to-date total return is +20.19%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PFE
$73,334
(7.3x return)
Invested on Sep 4, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 4, 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
+20.2%
1-Year Total Return
+24.1%
Current Dividend Yield
6.05%
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 | +15.9% | +24.1% | +8.2% |
| 3 Years | (7.3%) | (1.2%) | +6.2% |
| 5 Years | (9.5%) | (4.5%) | +4.9% |
| 10 Years | (1.5%) | +3.2% | +4.7% |
| 15 Years | +3.3% | +7.8% | +4.6% |
| 20 Years |
| +0.4% |
| +5.0% |
| +4.6% |
