Over the latest trailing 12-month period, total return cagr is +54.20%. The comparable SPY value is +16.94%. Year-to-date total return is +45.94%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BWFG
$53,535
(5.4x return)
Invested on Oct 13, 2004
Growth of $10,000 in SPY (S&P 500)
$104,326
(10.4x return)
Invested on Oct 13, 2004
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
+45.9%
1-Year Total Return
+54.5%
Current Dividend Yield
1.21%
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 | +51.9% | +54.2% | +2.3% |
| 3 Years | +38.8% | +42.1% | +3.3% |
| 5 Years | +17.1% | +20.1% | +2.9% |
| 10 Years | +10.7% | +13.1% | +2.4% |
| 15 Years | +11.5% | +13.2% | +1.7% |
| 20 Years |
| +6.6% |
| +7.8% |
| +1.2% |
