Over the latest trailing 12-month period, total return cagr is -25.18%. The comparable SPY value is +17.49%. Year-to-date total return is -16.02%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BYDDY
$161,655
(16.2x return)
Invested on Oct 20, 2008
Growth of $10,000 in SPY (S&P 500)
$112,630
(11.3x 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
-16.0%
1-Year Total Return
-25.2%
Current Dividend Yield
0.52%
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 | (25.5%) | (25.2%) | +0.4% |
| 3 Years | (1.5%) | (0.7%) | +0.8% |
| 5 Years | (1.7%) | (1.1%) | +0.6% |
| 10 Years | +15.7% | +16.3% | +0.6% |
| 15 Years | +20.1% | +20.6% | +0.4% |
| 20 Years |
| N/A |
| N/A |
| N/A |
