Over the latest trailing 12-month period, total return cagr is +28.69%. The comparable SPY value is +16.94%. Year-to-date total return is +7.10%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PLUS
$421,936
(42.2x return)
Invested on Nov 15, 1996
Growth of $10,000 in SPY (S&P 500)
$170,247
(17.0x return)
Invested on Nov 15, 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
+7.1%
1-Year Total Return
+28.8%
Current Dividend Yield
1.11%
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 | +27.1% | +28.7% | +1.6% |
| 3 Years | +13.4% | +14.0% | +0.6% |
| 5 Years | +11.8% | +12.1% | +0.4% |
| 10 Years | +14.7% | +14.9% | +0.2% |
| 15 Years | +20.1% | +20.7% | +0.6% |
| 20 Years |
| +19.7% |
| +20.2% |
| +0.5% |
