Over the latest trailing 12-month period, total return cagr is +82.83%. The comparable SPY value is +20.53%. Year-to-date total return is +47.57%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BELFB
$355,284
(35.5x return)
Invested on Jul 10, 1998
Growth of $10,000 in SPY (S&P 500)
$105,863
(10.6x return)
Invested on Jul 10, 1998
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
+47.6%
1-Year Total Return
+82.8%
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 | +82.6% | +82.8% | +0.3% |
| 3 Years | +71.3% | +71.8% | +0.5% |
| 5 Years | +77.9% | +79.2% | +1.3% |
| 10 Years | +27.0% | +28.4% | +1.5% |
| 15 Years | +19.5% | +21.0% | +1.5% |
| 20 Years | +10.3% | +11.7% | +1.4% |
