Over the latest trailing 12-month period, total return cagr is -19.03%. The comparable SPY value is +23.65%. Year-to-date total return is -4.58%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BYDDY
$183,677
(18.4x return)
Invested on Oct 20, 2008
Growth of $10,000 in SPY (S&P 500)
$111,590
(11.2x return)
Invested on Oct 20, 2008
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
-4.6%
1-Year Total Return
-19.0%
Current Dividend Yield
1.30%
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 | (19.4%) | (19.0%) | +0.4% |
| 3 Years | +0.2% | +1.1% | +0.9% |
| 5 Years | +0.1% | +0.4% | +0.3% |
| 10 Years | +18.4% | +19.0% | +0.6% |
| 15 Years | +17.9% | +18.3% | +0.4% |
| 20 Years |
| N/A |
| N/A |
| N/A |
