Over the latest trailing 12-month period, total return cagr is -3.63%. The comparable SPY value is +22.51%. Year-to-date total return is -5.81%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in UVV
$67,575
(6.8x return)
Invested on Aug 12, 1996
Growth of $10,000 in SPY (S&P 500)
$194,435
(19.4x return)
Invested on Aug 12, 1996
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
-5.8%
1-Year Total Return
-3.6%
Current Dividend Yield
6.94%
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 | (9.4%) | (3.6%) | +5.8% |
| 3 Years | +0.1% | +6.4% | +6.3% |
| 5 Years | (1.3%) | +5.0% | +6.3% |
| 10 Years | (2.4%) | +3.1% | +5.6% |
| 15 Years | +1.9% | +7.2% | +5.3% |
| 20 Years |
| +1.4% |
| +6.4% |
| +5.0% |
