Over the latest trailing 12-month period, total return cagr is +67.68%. The comparable SPY value is +17.49%. Year-to-date total return is +50.52%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BHP
$316,609
(31.7x return)
Invested on Sep 10, 1996
Growth of $10,000 in SPY (S&P 500)
$184,873
(18.5x return)
Invested on Sep 10, 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
+50.5%
1-Year Total Return
+67.6%
Current Dividend Yield
3.95%
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 | +60.8% | +67.7% | +6.9% |
| 3 Years | +15.5% | +20.9% | +5.3% |
| 5 Years | +9.9% | +17.0% | +7.1% |
| 10 Years | +12.3% | +19.8% | +7.5% |
| 15 Years | +2.0% | +7.9% | +5.9% |
| 20 Years |
| +5.2% |
| +10.4% |
| +5.2% |
