Over the latest trailing 12-month period, total return cagr is -29.60%. The comparable SPY value is +16.94%. Year-to-date total return is -13.08%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BBSI
$170,485
(17.0x 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
-13.1%
1-Year Total Return
-29.7%
Current Dividend Yield
1.02%
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 | (30.3%) | (29.6%) | +0.7% |
| 3 Years | +10.6% | +11.6% | +1.0% |
| 5 Years | +9.5% | +10.7% | +1.2% |
| 10 Years | +9.7% | +11.2% | +1.5% |
| 15 Years | +15.8% | +17.6% | +1.8% |
| 20 Years |
| +8.8% |
| +10.7% |
| +1.9% |
