Over the latest trailing 12-month period, total return cagr is +26.78%. The comparable SPY value is +17.49%. Year-to-date total return is +24.43%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SBGSY
$94,040
(9.4x return)
Invested on Jul 30, 2008
Growth of $10,000 in SPY (S&P 500)
$82,020
(8.2x 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
+24.4%
1-Year Total Return
+26.8%
Current Dividend Yield
1.46%
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 | +24.8% | +26.8% | +2.0% |
| 3 Years | +25.7% | +27.7% | +2.0% |
| 5 Years | +13.3% | +15.4% | +2.1% |
| 10 Years | +17.7% | +20.5% | +2.8% |
| 15 Years | +13.0% | +16.1% | +3.0% |
| 20 Years | N/A | N/A | N/A |
