Over the latest trailing 12-month period, total return cagr is +60.05%. The comparable SPY value is +21.52%. Year-to-date total return is +42.10%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BNY
$241,051
(24.1x return)
Invested on Aug 12, 1996
Growth of $10,000 in SPY (S&P 500)
$194,242
(19.4x return)
Invested on Aug 12, 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
+42.1%
1-Year Total Return
+60.0%
Current Dividend Yield
1.36%
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 | +57.3% | +60.0% | +2.8% |
| 3 Years | +52.4% | +56.1% | +3.7% |
| 5 Years | +24.3% | +27.7% | +3.4% |
| 10 Years | +15.2% | +18.1% | +3.0% |
| 15 Years | +15.0% | +17.7% | +2.7% |
| 20 Years |
| +7.9% |
| +10.4% |
| +2.5% |
