Over the latest trailing 12-month period, total return cagr is +13.21%. The comparable SPY value is +22.66%. Year-to-date total return is +17.96%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PM
$88,288
(8.8x return)
Invested on Mar 17, 2008
Growth of $10,000 in SPY (S&P 500)
$81,830
(8.2x return)
Invested on Mar 17, 2008
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
+18.0%
1-Year Total Return
+13.3%
Current Dividend Yield
3.16%
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 | +9.3% | +13.2% | +4.0% |
| 3 Years | +24.3% | +29.8% | +5.5% |
| 5 Years | +13.2% | +18.7% | +5.4% |
| 10 Years | +6.5% | +11.9% | +5.4% |
| 15 Years | +7.3% | +12.4% | +5.2% |
| 20 Years | N/A | N/A | N/A |
