Over the latest trailing 12-month period, total return cagr is -16.82%. The comparable SPY value is +22.66%. Year-to-date total return is -2.43%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BYDDY
$187,826
(18.8x return)
Invested on Oct 20, 2008
Growth of $10,000 in SPY (S&P 500)
$122,862
(12.3x return)
Invested on Oct 20, 2008
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
-2.4%
1-Year Total Return
-16.9%
Current Dividend Yield
1.27%
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 | (17.2%) | (16.8%) | +0.4% |
| 3 Years | +2.2% | +3.1% | +0.9% |
| 5 Years | +0.5% | +1.1% | +0.6% |
| 10 Years | +18.6% | +19.2% | +0.6% |
| 15 Years | +18.6% | +19.0% | +0.4% |
| 20 Years | N/A | N/A | N/A |
