Over the latest trailing 12-month period, total return cagr is +1.40%. The comparable SPY value is +16.94%. Year-to-date total return is +7.97%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BWBBP
$10,782
(1.1x return)
Invested on Aug 18, 2021
Growth of $10,000 in SPY (S&P 500)
$18,898
(1.9x return)
Invested on Aug 18, 2021
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
+8.0%
1-Year Total Return
+1.4%
Current Dividend Yield
7.59%
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 | (5.7%) | +1.4% | +7.1% |
| 3 Years | +5.3% | +13.7% | +8.4% |
| 5 Years | (6.3%) | +1.0% | +7.2% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
