Over the latest trailing 12-month period, total return cagr is +8.20%. The comparable SPY value is +16.94%. Year-to-date total return is +10.07%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BANR
$14,422
(1.4x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 1996
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
+10.1%
1-Year Total Return
+8.2%
Current Dividend Yield
3.03%
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 | +4.9% | +8.2% | +3.3% |
| 3 Years | +16.2% | +20.2% | +4.0% |
| 5 Years | +3.4% | +6.9% | +3.5% |
| 10 Years | +4.2% | +7.9% | +3.7% |
| 15 Years | +11.9% | +15.0% | +3.1% |
| 20 Years |
| (7.0%) |
| (4.7%) |
| +2.4% |
