Over the latest trailing 12-month period, total return cagr is +78.25%. The comparable SPY value is +23.21%. Year-to-date total return is -13.15%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in B
$22,235
(2.2x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$201,640
(20.2x 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
-13.2%
1-Year Total Return
+78.8%
Current Dividend Yield
2.46%
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 | +74.4% | +78.3% | +3.9% |
| 3 Years | +31.8% | +34.9% | +3.0% |
| 5 Years | +11.5% | +14.6% | +3.2% |
| 10 Years | +5.2% | +7.5% | +2.3% |
| 15 Years | (1.8%) | +0.1% | +1.9% |
| 20 Years |
| +0.8% |
| +2.6% |
| +1.8% |
