Over the latest trailing 12-month period, total return cagr is +18.17%. The comparable SPY value is +17.76%. Year-to-date total return is -4.76%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in UI
$329,496
(32.9x return)
Invested on Oct 14, 2011
Growth of $10,000 in SPY (S&P 500)
$77,272
(7.7x return)
Invested on Oct 14, 2011
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
-4.8%
1-Year Total Return
+18.1%
Current Dividend Yield
0.61%
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 | +17.5% | +18.2% | +0.7% |
| 3 Years | +41.8% | +43.3% | +1.5% |
| 5 Years | +11.1% | +12.2% | +1.1% |
| 10 Years | +28.7% | +29.6% | +0.9% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
