Over the latest trailing 12-month period, total return cagr is -29.52%. The comparable SPY value is +23.65%. Year-to-date total return is -8.49%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BAH
$63,131
(6.3x return)
Invested on Nov 17, 2010
Growth of $10,000 in SPY (S&P 500)
$85,051
(8.5x 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
-8.5%
1-Year Total Return
-29.5%
Current Dividend Yield
3.00%
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 | (31.4%) | (29.5%) | +1.9% |
| 3 Years | (14.9%) | (13.2%) | +1.7% |
| 5 Years | (1.4%) | +0.5% | +1.9% |
| 10 Years | +9.7% | +11.7% | +2.0% |
| 15 Years | +10.5% | +14.0% | +3.5% |
| 20 Years |
| N/A |
| N/A |
| N/A |
