Over the latest trailing 12-month period, total return cagr is +76.16%. The comparable SPY value is +22.66%. Year-to-date total return is +52.14%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BHP
$317,159
(31.7x return)
Invested on Aug 7, 1996
Growth of $10,000 in SPY (S&P 500)
$194,377
(19.4x return)
Invested on Aug 7, 1996
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
+52.1%
1-Year Total Return
+76.1%
Current Dividend Yield
2.95%
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 | +68.9% | +76.2% | +7.2% |
| 3 Years | +15.2% | +20.7% | +5.6% |
| 5 Years | +5.3% | +13.2% | +7.9% |
| 10 Years | +12.3% | +19.7% | +7.4% |
| 15 Years | +2.0% | +7.8% | +5.8% |
| 20 Years |
| +4.9% |
| +10.1% |
| +5.1% |
