Over the latest trailing 12-month period, total return cagr is -7.95%. The comparable SPY value is +22.51%. Year-to-date total return is -8.15%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in UVV
$65,893
(6.6x return)
Invested on Aug 12, 1996
Growth of $10,000 in SPY (S&P 500)
$193,756
(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
-8.2%
1-Year Total Return
-8.0%
Current Dividend Yield
7.12%
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 | (13.5%) | (8.0%) | +5.6% |
| 3 Years | (0.7%) | +5.7% | +6.4% |
| 5 Years | (1.8%) | +4.5% | +6.3% |
| 10 Years | (2.7%) | +2.9% | +5.6% |
| 15 Years | +1.5% | +6.8% | +5.3% |
| 20 Years |
| +1.2% |
| +6.3% |
| +5.0% |
