Over the latest trailing 12-month period, total return cagr is -33.60%. The comparable SPY value is +17.76%. Year-to-date total return is -14.66%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BRO
$915,090
(91.5x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 23, 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
-14.7%
1-Year Total Return
-33.6%
Current Dividend Yield
0.95%
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 | (34.2%) | (33.6%) | +0.6% |
| 3 Years | (1.4%) | (0.7%) | +0.7% |
| 5 Years | +4.5% | +5.2% | +0.7% |
| 10 Years | +13.8% | +14.8% | +1.0% |
| 15 Years | +12.9% | +14.1% | +1.2% |
| 20 Years |
| +8.2% |
| +9.4% |
| +1.2% |
