Over the latest trailing 12-month period, total return cagr is +40.86%. The comparable SPY value is +16.94%. Year-to-date total return is +48.45%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BBCP
$11,505
(1.2x return)
Invested on Aug 21, 2017
Growth of $10,000 in SPY (S&P 500)
$36,524
(3.7x return)
Invested on Aug 21, 2017
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
+48.5%
1-Year Total Return
+41.1%
Current Dividend Yield
1.32%
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 | +39.0% | +40.9% | +1.8% |
| 3 Years | +5.0% | +9.5% | +4.5% |
| 5 Years | +3.2% | +5.8% | +2.7% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
