Over the latest trailing 12-month period, total return cagr is +22.89%. The comparable SPY value is +16.94%. Year-to-date total return is +38.61%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BSVN
$36,231
(3.6x return)
Invested on Sep 20, 2018
Growth of $10,000 in SPY (S&P 500)
$30,065
(3.0x return)
Invested on Sep 20, 2018
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
+38.6%
1-Year Total Return
+23.0%
Current Dividend Yield
1.94%
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 | +19.9% | +22.9% | +3.0% |
| 3 Years | +36.1% | +39.6% | +3.5% |
| 5 Years | +21.6% | +24.7% | +3.1% |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
