Over the latest trailing 12-month period, total return cagr is +77.48%. The comparable SPY value is +16.94%. Year-to-date total return is +49.06%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BOTJ
$103,415
(10.3x return)
Invested on Aug 10, 2000
Growth of $10,000 in SPY (S&P 500)
$83,746
(8.4x return)
Invested on Aug 10, 2000
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
+49.1%
1-Year Total Return
+78.0%
Current Dividend Yield
1.46%
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 | +74.2% | +77.5% | +3.3% |
| 3 Years | +39.1% | +42.8% | +3.7% |
| 5 Years | +12.4% | +15.3% | +2.9% |
| 10 Years | +9.4% | +11.8% | +2.5% |
| 15 Years | +14.9% | +17.0% | +2.1% |
| 20 Years | +4.2% | +5.6% | +1.4% |
