Over the latest trailing 12-month period, total return cagr is +24.70%. The comparable SPY value is +17.49%. Year-to-date total return is +5.69%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BKH
$137,018
(13.7x 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
+5.7%
1-Year Total Return
+24.7%
Current Dividend Yield
3.91%
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 | +20.0% | +24.7% | +4.7% |
| 3 Years | +9.4% | +14.3% | +4.8% |
| 5 Years | +1.1% | +5.3% | +4.2% |
| 10 Years | +2.1% | +5.9% | +3.7% |
| 15 Years | +6.0% | +9.8% | +3.8% |
| 20 Years |
| +3.7% |
| +7.8% |
| +4.1% |
