Over the latest trailing 12-month period, total return cagr is +26.59%. The comparable SPY value is +16.94%. Year-to-date total return is +7.13%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EBMT
$188,909
(18.9x return)
Invested on Apr 5, 2000
Growth of $10,000 in SPY (S&P 500)
$82,233
(8.2x return)
Invested on Apr 5, 2000
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
+7.1%
1-Year Total Return
+26.7%
Current Dividend Yield
2.79%
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 | +23.1% | +26.6% | +3.5% |
| 3 Years | +21.3% | +25.7% | +4.4% |
| 5 Years | (1.3%) | +2.0% | +3.4% |
| 10 Years | +3.9% | +6.7% | +2.8% |
| 15 Years | +4.7% | +7.6% | +2.8% |
| 20 Years |
| +4.7% |
| +7.7% |
| +3.0% |
