Over the latest trailing 12-month period, total return cagr is -3.46%. The comparable SPY value is +23.56%. Year-to-date total return is +2.81%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BGT
$29,082
(2.9x return)
Invested on Aug 26, 2004
Growth of $10,000 in SPY (S&P 500)
$98,245
(9.8x 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
+2.8%
1-Year Total Return
-3.5%
Current Dividend Yield
13.38%
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 | (14.9%) | (3.5%) | +11.4% |
| 3 Years | (3.3%) | +8.7% | +12.1% |
| 5 Years | (3.6%) | +6.7% | +10.3% |
| 10 Years | (2.0%) | +6.4% | +8.4% |
| 15 Years | (2.0%) | +5.8% | +7.8% |
| 20 Years |
| (2.8%) |
| +5.1% |
| +7.9% |
