Over the latest trailing 12-month period, total return cagr is +49.91%. The comparable SPY value is +16.94%. Year-to-date total return is +43.75%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HBT
$29,823
(3.0x return)
Invested on Oct 11, 2019
Growth of $10,000 in SPY (S&P 500)
$28,714
(2.9x return)
Invested on Oct 11, 2019
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
+43.8%
1-Year Total Return
+50.2%
Current Dividend Yield
2.53%
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 | +45.2% | +49.9% | +4.7% |
| 3 Years | +25.8% | +30.3% | +4.5% |
| 5 Years | +17.6% | +21.7% | +4.1% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
