Over the latest trailing 12-month period, total return cagr is -39.39%. The comparable SPY value is +16.94%. Year-to-date total return is +4.84%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BMEA
$765
(0.1x return)
Invested on Apr 15, 2021
Growth of $10,000 in SPY (S&P 500)
$20,054
(2.0x return)
Invested on Apr 15, 2021
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
+4.8%
1-Year Total Return
-39.5%
Current Dividend Yield
N/A
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 | (39.4%) | (39.4%) | N/A |
| 3 Years | (52.5%) | (52.5%) | N/A |
| 5 Years | (36.6%) | (36.6%) | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
