Over the latest trailing 12-month period, total return cagr is -12.56%. The comparable SPY value is +18.54%. Year-to-date total return is -5.53%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in UI
$326,840
(32.7x return)
Invested on Oct 14, 2011
Growth of $10,000 in SPY (S&P 500)
$78,761
(7.9x 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
-5.5%
1-Year Total Return
-12.6%
Current Dividend Yield
0.65%
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 | (13.1%) | (12.6%) | +0.5% |
| 3 Years | +45.9% | +47.4% | +1.4% |
| 5 Years | +10.5% | +11.6% | +1.1% |
| 10 Years | +26.2% | +27.1% | +0.9% |
| 15 Years | N/A | N/A | N/A |
| 20 Years | N/A | N/A | N/A |
