Over the latest trailing 12-month period, total return cagr is +83.81%. The comparable SPY value is +16.94%. Year-to-date total return is +37.61%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BELFA
$474,108
(47.4x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 1996
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
+37.6%
1-Year Total Return
+84.3%
Current Dividend Yield
0.11%
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 | +83.6% | +83.8% | +0.3% |
| 3 Years | +64.9% | +65.4% | +0.4% |
| 5 Years | +71.3% | +72.3% | +1.0% |
| 10 Years | +25.9% | +27.2% | +1.3% |
| 15 Years | +17.5% | +18.9% | +1.4% |
| 20 Years |
| +10.8% |
| +12.0% |
| +1.3% |
