Over the latest trailing 12-month period, total return cagr is +95.82%. The comparable SPY value is +17.49%. Year-to-date total return is +69.86%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in POWL
$1,295,027
(129.5x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$194,354
(19.4x return)
Invested on Sep 9, 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
+69.9%
1-Year Total Return
+95.7%
Current Dividend Yield
0.20%
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 | +95.4% | +95.8% | +0.4% |
| 3 Years | +86.4% | +87.3% | +1.0% |
| 5 Years | +85.1% | +92.3% | +7.2% |
| 10 Years | +30.4% | +39.6% | +9.1% |
| 15 Years | +20.4% | +28.0% | +7.5% |
| 20 Years |
| +18.2% |
| +23.7% |
| +5.5% |
