Over the latest trailing 12-month period, total return cagr is +30.67%. The comparable SPY value is +18.19%. Year-to-date total return is +7.83%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BIO
$224,357
(22.4x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$197,387
(19.7x return)
Invested on Jul 29, 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
+7.8%
1-Year Total Return
+30.6%
Current Dividend Yield
0.00%
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 | +30.7% | +30.7% | N/A |
| 3 Years | (7.8%) | (7.8%) | N/A |
| 5 Years | (15.1%) | (15.1%) | N/A |
| 10 Years | +8.4% | +8.4% | N/A |
| 15 Years | +7.6% | +7.6% | N/A |
| 20 Years |
| +8.3% |
| +8.3% |
| N/A |
