Over the latest trailing 12-month period, total return cagr is +1.00%. The comparable SPY value is +17.49%. Year-to-date total return is +5.87%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BGT
$29,949
(3.0x return)
Invested on Aug 26, 2004
Growth of $10,000 in SPY (S&P 500)
$102,151
(10.2x return)
Invested on Aug 26, 2004
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
+5.9%
1-Year Total Return
+1.0%
Current Dividend Yield
13.13%
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 | (11.2%) | +1.0% | +12.2% |
| 3 Years | (3.3%) | +8.8% | +12.1% |
| 5 Years | (3.7%) | +6.7% | +10.4% |
| 10 Years | (1.9%) | +6.6% | +8.5% |
| 15 Years | (1.3%) | +6.6% | +7.9% |
| 20 Years |
| (2.7%) |
| +5.2% |
| +7.9% |
