Over the latest trailing 12-month period, total return cagr is +40.51%. The comparable SPY value is +16.94%. Year-to-date total return is +23.08%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BSRR
$132,514
(13.3x 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
+23.1%
1-Year Total Return
+40.7%
Current Dividend Yield
2.64%
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 | +36.4% | +40.5% | +4.1% |
| 3 Years | +27.2% | +32.2% | +5.0% |
| 5 Years | +9.8% | +14.3% | +4.5% |
| 10 Years | +7.8% | +11.5% | +3.7% |
| 15 Years | +9.8% | +13.2% | +3.4% |
| 20 Years |
| +1.0% |
| +4.0% |
| +3.0% |
