Over the latest trailing 12-month period, total return cagr is +25.37%. The comparable SPY value is +19.49%. Year-to-date total return is +24.57%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BEP
$36,219
(3.6x return)
Invested on Sep 10, 2003
Growth of $10,000 in SPY (S&P 500)
$111,359
(11.1x return)
Invested on Sep 10, 2003
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
+24.6%
1-Year Total Return
+25.4%
Current Dividend Yield
4.68%
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 | +20.8% | +25.4% | +4.6% |
| 3 Years | +3.6% | +9.9% | +6.4% |
| 5 Years | (3.6%) | +1.3% | +4.9% |
| 10 Years | +7.0% | +12.7% | +5.6% |
| 15 Years | +6.4% | +12.0% | +5.6% |
| 20 Years | +7.0% | +13.6% | +6.6% |
