Over the latest trailing 12-month period, total return cagr is +36.55%. The comparable SPY value is +16.94%. Year-to-date total return is +18.36%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BVFL
$24,173
(2.4x return)
Invested on Feb 17, 2005
Growth of $10,000 in SPY (S&P 500)
$97,119
(9.7x return)
Invested on Feb 17, 2005
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
+18.4%
1-Year Total Return
+36.8%
Current Dividend Yield
N/A
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 | +36.5% | +36.5% | N/A |
| 3 Years | +28.7% | +28.7% | N/A |
| 5 Years | +1.4% | +1.4% | N/A |
| 10 Years | +12.9% | +13.0% | +0.1% |
| 15 Years | +13.7% | +13.7% | +0.1% |
| 20 Years |
| +4.5% |
| +5.0% |
| +0.6% |
