Over the latest trailing 12-month period, total return cagr is +28.06%. The comparable SPY value is +23.21%. Year-to-date total return is +4.59%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BKH
$152,653
(15.3x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$201,640
(20.2x return)
Invested on Jul 29, 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
+4.6%
1-Year Total Return
+28.2%
Current Dividend Yield
3.87%
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 | +23.1% | +28.1% | +5.0% |
| 3 Years | +7.2% | +12.0% | +4.8% |
| 5 Years | +0.4% | +4.5% | +4.1% |
| 10 Years | +1.2% | +4.9% | +3.7% |
| 15 Years | +6.1% | +9.9% | +3.9% |
| 20 Years | +3.4% | +7.5% | +4.0% |
