Over the latest trailing 12-month period, total return cagr is +7.05%. The comparable SPY value is +16.94%. Year-to-date total return is +2.82%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in UBCP
$69,812
(7.0x 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
+2.8%
1-Year Total Return
+7.1%
Current Dividend Yield
6.59%
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 | +0.6% | +7.0% | +6.4% |
| 3 Years | +9.5% | +17.0% | +7.5% |
| 5 Years | (1.5%) | +4.7% | +6.2% |
| 10 Years | +2.5% | +8.1% | +5.6% |
| 15 Years | +3.7% | +9.1% | +5.4% |
| 20 Years |
| +1.8% |
| +7.4% |
| +5.5% |
