Over the latest trailing 12-month period, total return cagr is -51.38%. The comparable SPY value is +16.94%. Year-to-date total return is -20.58%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BANL
$800
(0.1x return)
Invested on Mar 23, 2023
Growth of $10,000 in SPY (S&P 500)
$20,584
(2.1x return)
Invested on Mar 23, 2023
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
-20.6%
1-Year Total Return
-51.5%
Current Dividend Yield
2.19%
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 | (51.7%) | (51.4%) | +0.3% |
| 3 Years | (34.3%) | (34.1%) | +0.1% |
| 5 Years | N/A | N/A | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
