Over the latest trailing 12-month period, total return cagr is +43.60%. The comparable SPY value is +16.94%. Year-to-date total return is +32.27%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in FBIZ
$86,358
(8.6x return)
Invested on Oct 7, 2005
Growth of $10,000 in SPY (S&P 500)
$95,945
(9.6x return)
Invested on Oct 7, 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
+32.3%
1-Year Total Return
+43.9%
Current Dividend Yield
1.85%
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 | +40.4% | +43.6% | +3.2% |
| 3 Years | +32.9% | +36.1% | +3.3% |
| 5 Years | +19.4% | +22.4% | +3.0% |
| 10 Years | +11.9% | +14.8% | +2.9% |
| 15 Years | +15.9% | +18.7% | +2.7% |
| 20 Years |
| +9.7% |
| +12.3% |
| +2.5% |
