Over the latest trailing 12-month period, total return cagr is +51.57%. The comparable SPY value is +15.54%. Year-to-date total return is +56.06%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PK
$9,475
(0.9x return)
Invested on Dec 13, 2016
Growth of $10,000 in SPY (S&P 500)
$39,469
(3.9x return)
Invested on Dec 13, 2016
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
+56.1%
1-Year Total Return
+51.5%
Current Dividend Yield
6.46%
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 | +39.8% | +51.6% | +11.7% |
| 3 Years | +7.8% | +16.8% | +9.1% |
| 5 Years | (5.0%) | +0.9% | +5.9% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
