Over the latest trailing 12-month period, total return cagr is +0.40%. The comparable SPY value is +21.81%. Year-to-date total return is +2.10%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BTI
$555,562
(55.6x return)
Invested on Aug 21, 1996
Growth of $10,000 in SPY (S&P 500)
$194,523
(19.5x return)
Invested on Aug 21, 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
+2.1%
1-Year Total Return
+0.4%
Current Dividend Yield
5.76%
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 | (5.2%) | +0.4% | +5.6% |
| 3 Years | +20.5% | +30.1% | +9.6% |
| 5 Years | +8.7% | +17.3% | +8.5% |
| 10 Years | (1.3%) | +5.5% | +6.8% |
| 15 Years | +1.7% | +7.8% | +6.1% |
| 20 Years |
| +3.6% |
| +9.4% |
| +5.8% |
