Over the latest trailing 12-month period, total return cagr is -12.09%. The comparable SPY value is +17.49%. Year-to-date total return is -9.78%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in UVV
$68,192
(6.8x return)
Invested on Sep 10, 1996
Growth of $10,000 in SPY (S&P 500)
$188,616
(18.9x return)
Invested on Sep 10, 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
-9.8%
1-Year Total Return
-12.1%
Current Dividend Yield
7.25%
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 | (17.4%) | (12.1%) | +5.3% |
| 3 Years | (0.9%) | +5.5% | +6.4% |
| 5 Years | (1.6%) | +4.6% | +6.3% |
| 10 Years | (2.3%) | +3.3% | +5.6% |
| 15 Years | +1.0% | +6.3% | +5.3% |
| 20 Years |
| +0.9% |
| +5.9% |
| +5.0% |
