Over the latest trailing 12-month period, total return cagr is +21.01%. The comparable SPY value is +17.49%. Year-to-date total return is +13.90%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BALL
$546,632
(54.7x return)
Invested on Sep 10, 1996
Growth of $10,000 in SPY (S&P 500)
$184,873
(18.5x return)
Invested on Sep 10, 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
+13.9%
1-Year Total Return
+21.0%
Current Dividend Yield
1.34%
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 | +19.3% | +21.0% | +1.7% |
| 3 Years | +4.7% | +6.1% | +1.5% |
| 5 Years | (8.8%) | (7.6%) | +1.2% |
| 10 Years | +4.4% | +5.5% | +1.2% |
| 15 Years | +8.7% | +9.8% | +1.1% |
| 20 Years |
| +9.3% |
| +10.4% |
| +1.1% |
