Over the latest trailing 12-month period, total return cagr is -13.83%. The comparable SPY value is +22.51%. Year-to-date total return is -12.73%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BKE
$453,647
(45.4x return)
Invested on Aug 12, 1996
Growth of $10,000 in SPY (S&P 500)
$193,756
(19.4x return)
Invested on Aug 12, 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
-12.7%
1-Year Total Return
-13.8%
Current Dividend Yield
2.29%
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 | (15.6%) | (13.8%) | +1.8% |
| 3 Years | +7.3% | +14.8% | +7.5% |
| 5 Years | +0.3% | +10.1% | +9.7% |
| 10 Years | +6.1% | +16.4% | +10.4% |
| 15 Years | +1.3% | +9.3% | +8.0% |
| 20 Years | +5.6% | +13.1% | +7.5% |
