Over the latest trailing 12-month period, total return cagr is -2.73%. The comparable SPY value is +16.94%. Year-to-date total return is +0.96%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in UNB
$65,544
(6.6x return)
Invested on Aug 9, 1999
Growth of $10,000 in SPY (S&P 500)
$95,860
(9.6x return)
Invested on Aug 9, 1999
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
+1.0%
1-Year Total Return
-2.7%
Current Dividend Yield
6.28%
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 | (8.2%) | (2.7%) | +5.5% |
| 3 Years | (1.6%) | +3.7% | +5.3% |
| 5 Years | (6.2%) | (1.2%) | +5.1% |
| 10 Years | (3.9%) | +0.5% | +4.3% |
| 15 Years | +1.1% | +5.6% | +4.5% |
| 20 Years |
| +0.6% |
| +5.4% |
| +4.9% |
