Primerica, Inc. is a provider of financial products and services to middle-income households in the U.S. and Canada. Co.'s segments include Term Life Insurance, Investment and Savings Products, Senior Health, and Corporate and Other Distributed Products. It offers term life insurance to clients in the U.S., its territories, the District of Columbia and Canada. The Investment and Savings Products segment includes retail and managed mutual funds and annuities distributed through licensed broker-dealer subsidiaries and includes segregated funds, an insurance savings product that it has underwritten in Canada through Primerica Life Canada. The PRI YTD return is shown above.
The YTD Return on the PRI YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether PRI YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the PRI YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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