Over the latest trailing 12-month period, total return cagr is +26.94%. The comparable SPY value is +16.94%. Year-to-date total return is +32.24%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BATRK
$27,257
(2.7x return)
Invested on Apr 18, 2016
Growth of $10,000 in SPY (S&P 500)
$43,700
(4.4x return)
Invested on Apr 18, 2016
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
+32.2%
1-Year Total Return
+27.1%
Current Dividend Yield
N/A
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 | +26.9% | +26.9% | N/A |
| 3 Years | +11.7% | +11.7% | N/A |
| 5 Years | +14.3% | +14.3% | N/A |
| 10 Years | +11.6% | +11.6% | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
