Over the latest trailing 12-month period, total return cagr is +28.86%. The comparable SPY value is +16.94%. Year-to-date total return is +29.64%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BPOP
$45,652
(4.6x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+29.6%
1-Year Total Return
+29.0%
Current Dividend Yield
1.98%
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 | +26.0% | +28.9% | +2.9% |
| 3 Years | +35.5% | +39.1% | +3.6% |
| 5 Years | +14.5% | +17.9% | +3.3% |
| 10 Years | +15.1% | +18.4% | +3.2% |
| 15 Years | +17.4% | +19.8% | +2.4% |
| 20 Years |
| (1.0%) |
| +1.1% |
| +2.1% |
