Over the latest trailing 12-month period, total return cagr is +9.34%. The comparable SPY value is +16.94%. Year-to-date total return is -2.42%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BTI
$530,938
(53.1x return)
Invested on Oct 2, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 2, 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
-2.4%
1-Year Total Return
+9.4%
Current Dividend Yield
6.28%
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 | +3.2% | +9.3% | +6.2% |
| 3 Years | +20.1% | +29.4% | +9.3% |
| 5 Years | +8.6% | +17.0% | +8.4% |
| 10 Years | (1.6%) | +5.3% | +6.9% |
| 15 Years | +1.4% | +7.5% | +6.2% |
| 20 Years |
| +3.4% |
| +9.3% |
| +5.9% |
