Over the latest trailing 12-month period, total return cagr is -24.75%. The comparable SPY value is +17.49%. Year-to-date total return is -7.97%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BAH
$63,487
(6.3x return)
Invested on Nov 17, 2010
Growth of $10,000 in SPY (S&P 500)
$83,361
(8.3x return)
Invested on Nov 17, 2010
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
-8.0%
1-Year Total Return
-24.7%
Current Dividend Yield
3.06%
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 | (26.9%) | (24.8%) | +2.2% |
| 3 Years | (12.4%) | (10.5%) | +1.8% |
| 5 Years | (1.4%) | +0.6% | +2.0% |
| 10 Years | +9.8% | +11.8% | +2.0% |
| 15 Years | +11.4% | +15.0% | +3.6% |
| 20 Years |
| N/A |
| N/A |
| N/A |
