The total return over the past 12 months is +42.80% vs. +16.94% for the S&P 500. So far it's up +29.45% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +39.31% | +33.66% | +8.20% | +5.92% | +7.49% | +1.73% |
| Total Return CAGR | +42.80% | +37.87% | +11.73% | +9.29% | +11.34% | +5.51% |
| Revenue CAGR | +2.50% | +9.62% | +12.34% | +13.36% | +10.06% | +7.71% |
| Net Income CAGR | +23.20% | +6.07% | +0.20% | +13.72% | +12.23% | +7.02% |
| EPS CAGR | +26.91% | +5.91% | +14.58% | +8.56% | +8.34% | +2.50% |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | +2.78% | +6.60% | +8.01% | +10.23% | +6.74% | +7.01% |
| Dividends CAGR | +3.57% | +1.58% | +7.72% | +0.84% | +0.56% | +0.97% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Univest Financial Corporation (UVSP)
| Year | Start price | End price | UVSP Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $32.74 | $41.65 | +29.45% | +14.51% | +14.94% |
| 2025 | $29.51 | $32.74 | +14.23% | +17.72% | (3.49%) |
| 2024 | $22.03 | $29.51 | +38.69% | +24.89% | +13.80% |
| 2023 | $26.13 | $22.03 | (12.07%) | +26.19% | (38.26%) |
| 2022 | $29.92 | $26.13 | (9.95%) | (18.17%) | +8.22% |
| 2021 | $20.58 | $29.92 | +49.59% | +28.74% | +20.85% |
| 2020 | $26.78 | $20.58 | (20.43%) | +18.37% | (38.80%) |
| 2019 | $21.57 | $26.78 | +28.09% | +31.22% | (3.13%) |
| 2018 | $28.05 | $21.57 | (20.77%) | (4.56%) | (16.21%) |
| 2017 | $30.90 | $28.05 | (6.63%) | +21.70% | (28.33%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.