Over the latest trailing 12-month period, total return cagr is +36.18%. The comparable SPY value is +23.56%. Year-to-date total return is +21.22%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BG
$110,542
(11.1x return)
Invested on Aug 2, 2001
Growth of $10,000 in SPY (S&P 500)
$102,264
(10.2x return)
Invested on Aug 2, 2001
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
+21.2%
1-Year Total Return
+36.2%
Current Dividend Yield
2.64%
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 | +32.4% | +36.2% | +3.7% |
| 3 Years | (2.4%) | +0.5% | +2.9% |
| 5 Years | +7.2% | +10.2% | +2.9% |
| 10 Years | +5.1% | +8.2% | +3.1% |
| 15 Years | +3.5% | +6.2% | +2.7% |
| 20 Years |
| +3.4% |
| +5.7% |
| +2.3% |
