Over the latest trailing 12-month period, total return cagr is +42.80%. The comparable SPY value is +16.94%. Year-to-date total return is +29.45%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in UVSP
$145,312
(14.5x return)
Invested on Oct 7, 1996
Growth of $10,000 in SPY (S&P 500)
$186,622
(18.7x return)
Invested on Oct 7, 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
+29.4%
1-Year Total Return
+43.0%
Current Dividend Yield
2.17%
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 | +39.3% | +42.8% | +3.5% |
| 3 Years | +33.7% | +37.9% | +4.2% |
| 5 Years | +8.2% | +11.7% | +3.5% |
| 10 Years | +5.9% | +9.3% | +3.4% |
| 15 Years | +7.5% | +11.3% | +3.8% |
| 20 Years |
| +1.7% |
| +5.5% |
| +3.8% |
