Over the latest trailing 12-month period, total return cagr is +14.70%. The comparable SPY value is +16.94%. Year-to-date total return is +8.64%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BCML
$34,650
(3.5x return)
Invested on Aug 9, 2004
Growth of $10,000 in SPY (S&P 500)
$108,929
(10.9x return)
Invested on Aug 9, 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
+8.6%
1-Year Total Return
+14.8%
Current Dividend Yield
3.71%
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 | +10.3% | +14.7% | +4.4% |
| 3 Years | +16.4% | +19.7% | +3.3% |
| 5 Years | +10.4% | +12.9% | +2.5% |
| 10 Years | +9.7% | +10.9% | +1.2% |
| 15 Years | +11.6% | +12.4% | +0.8% |
| 20 Years |
| +5.1% |
| +5.7% |
| +0.6% |
