Over the latest trailing 12-month period, total return cagr is +29.19%. The comparable SPY value is +16.94%. Year-to-date total return is +18.12%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BCAL
$21,114
(2.1x return)
Invested on Nov 10, 2005
Growth of $10,000 in SPY (S&P 500)
$91,945
(9.2x return)
Invested on Nov 10, 2005
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
+18.1%
1-Year Total Return
+29.3%
Current Dividend Yield
1.38%
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 | +26.5% | +29.2% | +2.7% |
| 3 Years | +13.9% | +14.7% | +0.8% |
| 5 Years | +6.6% | +7.1% | +0.5% |
| 10 Years | +9.2% | +9.4% | +0.2% |
| 15 Years | +8.9% | +9.1% | +0.2% |
| 20 Years | +4.0% | +4.1% | +0.1% |
