Over the latest trailing 12-month period, total return cagr is +33.82%. The comparable SPY value is +18.54%. Year-to-date total return is +23.56%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BUD
$29,096
(2.9x return)
Invested on Jul 1, 2009
Growth of $10,000 in SPY (S&P 500)
$111,854
(11.2x return)
Invested on Jul 1, 2009
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
+23.6%
1-Year Total Return
+33.8%
Current Dividend Yield
1.73%
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 | +31.5% | +33.8% | +2.3% |
| 3 Years | +11.5% | +13.3% | +1.8% |
| 5 Years | +6.1% | +7.7% | +1.5% |
| 10 Years | (4.5%) | (2.5%) | +1.9% |
| 15 Years | +2.9% | +5.2% | +2.3% |
| 20 Years |
| N/A |
| N/A |
| N/A |
