Over the latest trailing 12-month period, total return cagr is -36.39%. The comparable SPY value is +16.94%. Year-to-date total return is -28.42%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in TBBK
$30,206
(3.0x return)
Invested on Feb 3, 2004
Growth of $10,000 in SPY (S&P 500)
$104,027
(10.4x return)
Invested on Feb 3, 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
-28.4%
1-Year Total Return
-36.5%
Current Dividend Yield
N/A
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 | (36.4%) | (36.4%) | N/A |
| 3 Years | +11.8% | +11.8% | N/A |
| 5 Years | +12.2% | +12.2% | N/A |
| 10 Years | +22.1% | +22.1% | N/A |
| 15 Years | +13.4% | +13.4% | N/A |
| 20 Years |
| +3.0% |
| +3.0% |
| N/A |
