Over the latest trailing 12-month period, total return cagr is +19.51%. The comparable SPY value is +16.94%. Year-to-date total return is +25.58%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BFC
$95,764
(9.6x return)
Invested on Jan 29, 2002
Growth of $10,000 in SPY (S&P 500)
$110,324
(11.0x return)
Invested on Jan 29, 2002
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
+25.6%
1-Year Total Return
+19.6%
Current Dividend Yield
1.39%
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 | +17.7% | +19.5% | +1.8% |
| 3 Years | +23.9% | +25.9% | +2.0% |
| 5 Years | +16.7% | +18.4% | +1.7% |
| 10 Years | +17.6% | +19.3% | +1.8% |
| 15 Years | +17.8% | +19.8% | +2.0% |
| 20 Years |
| +11.7% |
| +13.3% |
| +1.6% |
