Over the latest trailing 12-month period, total return cagr is -8.76%. The comparable SPY value is +19.98%. Year-to-date total return is -2.94%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BA
$75,117
(7.5x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 3, 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
-2.9%
1-Year Total Return
-8.8%
Current Dividend Yield
N/A
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 | (8.8%) | (8.8%) | N/A |
| 3 Years | (0.1%) | (0.1%) | N/A |
| 5 Years | (0.1%) | (0.1%) | N/A |
| 10 Years | +4.7% | +5.6% | +0.9% |
| 15 Years | +8.4% | +9.9% | +1.5% |
| 20 Years |
| +5.5% |
| +7.2% |
| +1.8% |
