Over the latest trailing 12-month period, total return cagr is +27.25%. The comparable SPY value is +17.49%. Year-to-date total return is +16.71%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BEP
$33,933
(3.4x return)
Invested on Sep 10, 2003
Growth of $10,000 in SPY (S&P 500)
$110,442
(11.0x 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
+16.7%
1-Year Total Return
+27.2%
Current Dividend Yield
5.03%
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 | +21.3% | +27.3% | +6.0% |
| 3 Years | +7.0% | +13.1% | +6.0% |
| 5 Years | (5.4%) | (0.6%) | +4.8% |
| 10 Years | +6.4% | +11.9% | +5.5% |
| 15 Years | +6.2% | +11.9% | +5.7% |
| 20 Years |
| +6.2% |
| +12.8% |
| +6.6% |
