Over the latest trailing 12-month period, total return cagr is -32.17%. The comparable SPY value is +16.94%. Year-to-date total return is -34.86%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BCIC
$3,192
(0.3x return)
Invested on Jun 28, 2000
Growth of $10,000 in SPY (S&P 500)
$83,503
(8.4x return)
Invested on Jun 28, 2000
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
-34.9%
1-Year Total Return
-32.3%
Current Dividend Yield
19.80%
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 | (41.7%) | (32.2%) | +9.5% |
| 3 Years | (28.6%) | (17.0%) | +11.6% |
| 5 Years | (22.2%) | (10.8%) | +11.4% |
| 10 Years | (17.7%) | (6.0%) | +11.7% |
| 15 Years | (13.2%) | (1.4%) | +11.9% |
| 20 Years | (9.9%) | +2.8% | +12.7% |
