Over the latest trailing 12-month period, total return cagr is +2.89%. The comparable SPY value is +16.94%. Year-to-date total return is +6.69%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BCBP
$39,323
(3.9x return)
Invested on May 22, 2002
Growth of $10,000 in SPY (S&P 500)
$112,942
(11.3x return)
Invested on May 22, 2002
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
+6.7%
1-Year Total Return
+2.9%
Current Dividend Yield
3.78%
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 | (0.9%) | +2.9% | +3.8% |
| 3 Years | (8.9%) | (3.9%) | +5.1% |
| 5 Years | (11.1%) | (6.6%) | +4.5% |
| 10 Years | (3.0%) | +1.6% | +4.7% |
| 15 Years | (0.1%) | +4.7% | +4.8% |
| 20 Years |
| (2.8%) |
| +1.6% |
| +4.4% |
