Over the latest trailing 12-month period, total return cagr is +25.98%. The comparable SPY value is +16.94%. Year-to-date total return is +18.23%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HBCP
$75,674
(7.6x return)
Invested on Oct 3, 2008
Growth of $10,000 in SPY (S&P 500)
$102,610
(10.3x return)
Invested on Oct 3, 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
+18.2%
1-Year Total Return
+26.1%
Current Dividend Yield
1.86%
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 | +23.5% | +26.0% | +2.5% |
| 3 Years | +27.8% | +30.8% | +3.0% |
| 5 Years | +11.4% | +14.1% | +2.7% |
| 10 Years | +9.3% | +11.8% | +2.5% |
| 15 Years | +11.2% | +13.1% | +1.9% |
| 20 Years | N/A | N/A | N/A |
