Over the latest trailing 12-month period, total return cagr is -33.26%. The comparable SPY value is +15.54%. Year-to-date total return is -15.86%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BBWI
$64,138
(6.4x return)
Invested on Oct 2, 1996
Growth of $10,000 in SPY (S&P 500)
$184,011
(18.4x return)
Invested on Oct 2, 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
-15.9%
1-Year Total Return
-33.2%
Current Dividend Yield
4.95%
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 | (36.1%) | (33.3%) | +2.8% |
| 3 Years | (21.4%) | (19.0%) | +2.4% |
| 5 Years | (23.8%) | (21.9%) | +1.9% |
| 10 Years | (11.7%) | (8.8%) | +3.0% |
| 15 Years | (3.8%) | +0.1% | +3.9% |
| 20 Years |
| (1.0%) |
| +3.2% |
| +4.2% |
