Over the latest trailing 12-month period, total return cagr is +185.41%. The comparable SPY value is +23.65%. Year-to-date total return is +142.03%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in UMC
$39,132
(3.9x return)
Invested on Sep 19, 2000
Growth of $10,000 in SPY (S&P 500)
$84,603
(8.5x return)
Invested on Sep 19, 2000
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
+142.0%
1-Year Total Return
+185.2%
Current Dividend Yield
2.14%
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 | +180.9% | +185.4% | +4.5% |
| 3 Years | +36.7% | +42.8% | +6.0% |
| 5 Years | +10.6% | +16.5% | +6.0% |
| 10 Years | +25.5% | +31.4% | +5.9% |
| 15 Years | +16.0% | +21.1% | +5.1% |
| 20 Years |
| +7.9% |
| +12.5% |
| +4.6% |
