Over the latest trailing 12-month period, total return cagr is +38.50%. The comparable SPY value is +23.65%. Year-to-date total return is +29.10%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SBGSY
$97,571
(9.8x return)
Invested on Jul 30, 2008
Growth of $10,000 in SPY (S&P 500)
$85,262
(8.5x return)
Invested on Jul 30, 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
+29.1%
1-Year Total Return
+38.5%
Current Dividend Yield
1.41%
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 | +36.4% | +38.5% | +2.1% |
| 3 Years | +25.4% | +27.4% | +2.0% |
| 5 Years | +15.1% | +17.2% | +2.1% |
| 10 Years | +18.3% | +21.0% | +2.8% |
| 15 Years | +11.7% | +14.6% | +3.0% |
| 20 Years |
| N/A |
| N/A |
| N/A |
