Over the latest trailing 12-month period, total return cagr is +1.79%. The comparable SPY value is +19.49%. Year-to-date total return is +2.11%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PPL
$135,487
(13.5x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$198,809
(19.9x return)
Invested on Jul 29, 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
+2.1%
1-Year Total Return
+1.8%
Current Dividend Yield
3.17%
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 | (1.4%) | +1.8% | +3.1% |
| 3 Years | +8.6% | +12.2% | +3.7% |
| 5 Years | +4.4% | +8.2% | +3.8% |
| 10 Years | (0.7%) | +3.8% | +4.5% |
| 15 Years | +2.1% | +6.8% | +4.7% |
| 20 Years |
| +0.6% |
| +5.1% |
| +4.5% |
