Over the latest trailing 12-month period, total return cagr is +78.61%. The comparable SPY value is +16.94%. Year-to-date total return is +37.05%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HFBL
$76,351
(7.6x return)
Invested on Jan 21, 2005
Growth of $10,000 in SPY (S&P 500)
$98,087
(9.8x return)
Invested on Jan 21, 2005
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
+37.0%
1-Year Total Return
+79.1%
Current Dividend Yield
2.30%
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 | +73.4% | +78.6% | +5.3% |
| 3 Years | +20.1% | +24.6% | +4.5% |
| 5 Years | +5.5% | +8.9% | +3.4% |
| 10 Years | +7.4% | +10.1% | +2.8% |
| 15 Years | +9.2% | +11.6% | +2.4% |
| 20 Years | +8.0% | +10.4% | +2.4% |
