Over the latest trailing 12-month period, total return cagr is +19.98%. The comparable SPY value is +16.94%. Year-to-date total return is +23.12%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in FBNC
$202,501
(20.3x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+23.1%
1-Year Total Return
+20.1%
Current Dividend Yield
1.54%
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 | +18.0% | +20.0% | +1.9% |
| 3 Years | +30.5% | +33.1% | +2.7% |
| 5 Years | +7.1% | +9.4% | +2.4% |
| 10 Years | +11.9% | +14.1% | +2.2% |
| 15 Years | +12.3% | +14.6% | +2.3% |
| 20 Years | +5.6% | +8.0% | +2.4% |
