Over the latest trailing 12-month period, total return cagr is +40.94%. 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 BSET
$28,670
(2.9x 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
+41.2%
Current Dividend Yield
3.82%
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 | +34.0% | +40.9% | +6.9% |
| 3 Years | +11.3% | +17.1% | +5.8% |
| 5 Years | +3.3% | +8.0% | +4.7% |
| 10 Years | (1.4%) | +2.5% | +3.9% |
| 15 Years | +8.0% | +12.0% | +4.1% |
| 20 Years |
| +1.6% |
| +5.3% |
| +3.7% |
