Over the latest trailing 12-month period, total return cagr is +13.68%. The comparable SPY value is +16.10%. Year-to-date total return is +25.14%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BALL
$600,363
(60.0x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$194,133
(19.4x 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
+25.1%
1-Year Total Return
+13.7%
Current Dividend Yield
1.22%
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 | +12.0% | +13.7% | +1.7% |
| 3 Years | +3.9% | +5.3% | +1.5% |
| 5 Years | (4.1%) | (2.8%) | +1.3% |
| 10 Years | +6.4% | +7.6% | +1.2% |
| 15 Years | +8.5% | +9.6% | +1.1% |
| 20 Years |
| +10.1% |
| +11.2% |
| +1.1% |
