Over the latest trailing 12-month period, total return cagr is +80.47%. The comparable SPY value is +16.94%. Year-to-date total return is +52.35%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in UFCS
$68,268
(6.8x 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
+52.4%
1-Year Total Return
+81.0%
Current Dividend Yield
1.39%
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 | +77.3% | +80.5% | +3.2% |
| 3 Years | +40.4% | +43.7% | +3.3% |
| 5 Years | +18.6% | +21.5% | +2.8% |
| 10 Years | +2.6% | +5.3% | +2.7% |
| 15 Years | +7.4% | +10.2% | +2.8% |
| 20 Years |
| +2.6% |
| +5.3% |
| +2.7% |
