Over the latest trailing 12-month period, total return cagr is -28.13%. The comparable SPY value is +16.26%. Year-to-date total return is -26.08%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BMI
$1,010,255
(101.0x return)
Invested on Oct 2, 1996
Growth of $10,000 in SPY (S&P 500)
$185,372
(18.5x return)
Invested on Oct 2, 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
-26.1%
1-Year Total Return
-28.1%
Current Dividend Yield
1.28%
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 | (28.9%) | (28.1%) | +0.8% |
| 3 Years | (3.7%) | (2.9%) | +0.8% |
| 5 Years | +4.6% | +5.4% | +0.8% |
| 10 Years | +14.3% | +15.4% | +1.1% |
| 15 Years | +15.6% | +16.9% | +1.3% |
| 20 Years |
| +12.8% |
| +14.1% |
| +1.3% |
