BRKW Total Return Calculator
$10,000 since Jun 2025, with and without reinvesting · data through Oct 2026
Since Jun 2025, $10,000 became $10,891 reinvested (6.6% a year), or $10,682 taking the distributions as cash, $2,427 of it paid out along the way.
BRKW became
$10,891
S&P 500: $12,398
Return a year
6.6%
S&P 500: 17.5%
Payouts reinvested
$2,752
bought more shares
Worst drop
-10.9%
S&P 500: -5.8%
$10,000, Jun 2025 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | BRKW total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +6.4% | $1,421 | +11.7% |
| 2025 (part) | +2.3% | $1,331 | +11.0% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: BRKW total return
Data as of · Source: SmarterDividends data
- $10,000 invested in BRKW at the end of Jun 2025, with distributions reinvested, was worth $10,891 at the end of Oct 2026: 6.6% a year, against $12,398 (17.5% a year) in the S&P 500.
- Taking BRKW's distributions as cash instead of reinvesting them, the same $10,000 ended at $10,682, including $2,427 of cash received; reinvesting added $209.
Cite this page
SmarterDividends, "BRKW Total Return Calculator," updated Nov 9, 2026, https://smarterdividends.com/stocks/BRKW/total-return
BRKW total return questions
What is BRKW's total return since Jun 2025?
9% in total, or 6.6% a year, through Oct 2026 with distributions reinvested. The share price alone fell 17%.
How much of BRKW's return came from distributions?
About 100% of its yearly return since Jun 2025. Reinvesting them, rather than taking cash, left you $209 better off on a $10,000 start.
What was BRKW's worst year?
Not enough full years on record yet.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.