Over the latest trailing 12-month period, total return cagr is +11.19%. The comparable SPY value is +16.94%. Year-to-date total return is +6.54%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BANFP
$47,786
(4.8x return)
Invested on Feb 27, 2004
Growth of $10,000 in SPY (S&P 500)
$102,065
(10.2x return)
Invested on Feb 27, 2004
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
+6.5%
1-Year Total Return
+11.3%
Current Dividend Yield
6.71%
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 | +4.0% | +11.2% | +7.1% |
| 3 Years | +1.1% | +8.2% | +7.2% |
| 5 Years | (0.3%) | +6.6% | +6.9% |
| 10 Years | (0.3%) | +6.5% | +6.8% |
| 15 Years | (0.2%) | +6.5% | +6.8% |
| 20 Years |
| +0.3% |
| +7.2% |
| +7.0% |
