Total Return:74.85%(TTM)
Over the latest trailing 12-month period, total return cagr is +74.85%. The comparable SPY value is +20.46%. Year-to-date total return is +36.93%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BHP
$270,115
(27.0x return)
Invested on Jun 28, 1996
Growth of $10,000 in SPY (S&P 500)
$182,184
(18.2x return)
Invested on Jun 28, 1996
Hypothetical Growth of $10,000
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.
Recent Performance Indicators
YTD Total Return
+36.9%
1-Year Total Return
+74.8%
Current Dividend Yield
3.60%
Price CAGR vs. Total Return CAGR
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 | +67.7% | +74.8% | +7.2% |
| 3 Years | +10.8% | +16.2% | +5.4% |
| 5 Years | +4.4% | +12.2% | +7.8% |
| 10 Years | +12.8% | +20.2% | +7.4% |
| 15 Years | +0.6% | +6.3% | +5.8% |
| 20 Years | +4.5% | +9.6% | +5.1% |
About BHP Group Limited
BHP Group Limited is a prominent global natural resources enterprise with operations spanning multiple continents, including Australia, Europe, Asia (encompassing China, Japan, India, South Korea, and other regions), North America, and South America. The company's primary activities are organized into distinct divisions: Copper, Iron Ore, and Coal. Its extensive mining portfolio includes the extraction of a wide array of minerals such as copper, uranium, gold, zinc, lead, molybdenum, silver, iron ore, and cobalt, alongside the production of both metallurgical and thermal (energy) coal. In addition to these core endeavors, BHP is also engaged in the integrated process of nickel production—from mining to smelting and refining—and is actively pursuing potash development initiatives. The company further offers a variety of support functions, including towing, freight services, marketing and trading, marketing assistance, finance, and administrative services. Founded in 1851, BHP Group Limited maintains its corporate headquarters in Melbourne, Australia.
- Sector
- Basic Materials
- Industry
- Industrial Materials
- CEO
- Mike Henry