Over the latest trailing 12-month period, total return cagr is +45.68%. The comparable SPY value is +23.65%. Year-to-date total return is +36.64%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BKR
$53,274
(5.3x return)
Invested on Aug 8, 1996
Growth of $10,000 in SPY (S&P 500)
$193,912
(19.4x return)
Invested on Aug 8, 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
+36.6%
1-Year Total Return
+45.6%
Current Dividend Yield
1.49%
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 | +43.4% | +45.7% | +2.3% |
| 3 Years | +20.0% | +22.6% | +2.6% |
| 5 Years | +23.8% | +26.8% | +3.1% |
| 10 Years | +6.5% | +9.2% | +2.8% |
| 15 Years | +2.1% | +4.5% | +2.4% |
| 20 Years |
| +0.5% |
| +2.7% |
| +2.1% |
