Total Return CAGR: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.
Over longer horizons, Total Return CAGR averages 16.18% over 3 years and 12.20% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of the company's investment performance.
BHP Total Return CAGR Chart
BHP Group Limited (BHP)
BHP Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
BHP Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 1972.61 | 2701.15 | +728.54 | +36.93% | +36.93% |
| 2025 | 1530.58 | 1972.61 | +442.03 | +28.88% | +28.88% |
| 2024 | 2032.28 | 1530.58 | -501.70 | -24.69% | -24.69% |
| 2023 | 1743.45 | 2032.28 | +288.83 | +16.57% | +16.57% |
| 2022 | 1342.34 | 1743.45 | +401.11 | +29.88% | +29.88% |
| 2021 | 1315.88 | 1342.34 | +26.46 | +2.01% | +2.01% |
| 2020 | 1047.84 | 1315.88 | +268.04 | +25.58% | +25.58% |
| 2019 | 841.67 | 1047.84 | +206.17 | +24.50% | +24.50% |
| 2018 | 761.06 | 841.67 | +80.61 | +10.59% | +10.59% |
| 2017 | 568.38 | 761.06 | +192.68 | +33.90% | +33.90% |
| 2016 | 400.60 | 568.38 | +167.78 | +41.88% | +41.88% |
| 2015 | 646.73 | 400.60 | -246.13 | -38.06% | -38.06% |
| 2014 | 897.33 | 646.73 | -250.60 | -27.93% | -27.93% |
| 2013 | 995.75 | 897.33 | -98.41 | -9.88% | -9.88% |
| 2012 | 866.73 | 995.75 | +129.02 | +14.89% | +14.89% |
| 2011 | 1112.45 | 866.73 | -245.73 | -22.09% | -22.09% |
| 2010 | 893.84 | 1112.45 | +218.61 | +24.46% | +24.46% |
| 2009 | 482.32 | 893.84 | +411.52 | +85.32% | +85.32% |
| 2008 | 770.12 | 482.32 | -287.79 | -37.37% | -37.37% |
| 2007 | 428.97 | 770.12 | +341.14 | +79.53% | +79.53% |
| 2006 | 353.66 | 428.97 | +75.32 | +21.30% | +21.30% |
| 2005 | 248.91 | 353.66 | +104.75 | +42.08% | +42.08% |
| 2004 | 185.39 | 248.91 | +63.52 | +34.26% | +34.26% |
| 2003 | 114.02 | 185.39 | +71.37 | +62.59% | +62.59% |
| 2002 | 97.33 | 114.02 | +16.69 | +17.15% | +17.15% |
| 2001 | 89.80 | 97.33 | +7.53 | +8.39% | +8.39% |
| 2000 | 108.20 | 89.80 | -18.40 | -17.00% | -17.00% |
| 1999 | 56.57 | 108.20 | +51.63 | +91.27% | +91.27% |
| 1998 | 69.89 | 56.57 | -13.32 | -19.06% | -19.06% |
| 1997 | 103.00 | 69.89 | -33.11 | -32.15% | -32.15% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 2,701 | +17.8% | +75.7% |
| Q1 2026 | 2,293 | +16.2% | +44.5% |
| Q4 2025 | 1,973 | +8.3% | +27.9% |
| Q3 2025 | 1,822 | +18.5% | +8.0% |
| Q2 2025 | 1,537 | -3.1% | -11.9% |
| Q1 2025 | 1,587 | +2.9% | -8.1% |
| Q4 2024 | 1,542 | -8.5% | -24.8% |
| Q3 2024 | 1,686 | -3.3% | +3.0% |
| Q2 2024 | 1,744 | +1.0% | +1.3% |
| Q1 2024 | 1,727 | -15.7% | +3.6% |
| Q4 2023 | 2,050 | +25.3% | +17.6% |
| Q3 2023 | 1,636 | -5.0% | +15.5% |
| Q2 2023 | 1,722 | +3.4% | +12.7% |
| Q1 2023 | 1,666 | -4.4% | -5.9% |
| Q4 2022 | 1,743 | +23.1% | +30.8% |
| Q3 2022 | 1,417 | -7.3% | +15.7% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
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