Over the latest trailing 12-month period, total return cagr is +60.31%. The comparable SPY value is +23.65%. Year-to-date total return is +24.92%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BK
$214,824
(21.5x return)
Invested on Aug 9, 1996
Growth of $10,000 in SPY (S&P 500)
$185,340
(18.5x return)
Invested on Aug 9, 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
+24.9%
1-Year Total Return
+60.7%
Current Dividend Yield
1.54%
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 | +57.4% | +60.3% | +2.9% |
| 3 Years | +48.2% | +52.1% | +3.9% |
| 5 Years | +23.0% | +26.5% | +3.4% |
| 10 Years | +14.2% | +17.2% | +3.0% |
| 15 Years | +12.2% | +14.9% | +2.7% |
| 20 Years |
| +7.5% |
| +10.0% |
| +2.5% |
