Over the latest trailing 12-month period, total return cagr is +94.68%. The comparable SPY value is +16.94%. Year-to-date total return is +47.00%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BWEN
$1,261
(0.1x return)
Invested on Nov 10, 2005
Growth of $10,000 in SPY (S&P 500)
$91,945
(9.2x return)
Invested on Nov 10, 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
+47.0%
1-Year Total Return
+95.3%
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 | +94.7% | +94.7% | N/A |
| 3 Years | +7.3% | +7.3% | N/A |
| 5 Years | +9.1% | +9.1% | N/A |
| 10 Years | (0.5%) | (0.5%) | N/A |
| 15 Years | +1.5% | +1.5% | N/A |
| 20 Years |
| (6.7%) |
| (6.7%) |
| N/A |
