Atlantic Union Bankshares Corporation (AUB) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
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Investment Performance

Final Value
$11,325
Total Return
13.25%
CAGR
2.52%
Dividends
$1,732.36
Yield on Cost
17.32%

Rolling Returns

1-Month (21 Trading Days)
Average+0.54%
Median-0.21%
Best+32.69%
Worst-30.42%
% of Windows Positive49.1%
1-Year (252 Trading Days)
Average+1.55%
Median-3.04%
Best+64.76%
Worst-29.91%
% of Windows Positive39.5%
3-Year (756 Trading Days)
Average+6.30%
Median+7.24%
Best+43.65%
Worst-28.06%
% of Windows Positive70.4%

Risk Metrics

Maximum Drawdown -44.84%
Average Drawdown -16.11%
Drawdown Duration 344 Trading Days (Unrecovered)
Sortino Ratio 0.35
Calmar Ratio 0.06
CVaR (5%) -4.74%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +8.52% (+33.28% ann.) +$852.48 $104.82 $20.96 $0.17
2025 -3.56% $355.88 $371.60 $74.32 $0.59
2024 +6.72% +$672.14 $359.95 $71.99 $0.58
2023 +7.32% +$732.19 $351.18 $70.24 $0.56
2022 -3.26% $326.15 $314.03 $62.81 $0.50
2021 +15.83% +$1582.78 $333.77 $66.75 $0.53
2020 -9.49% $949.47 $269.37 $53.87 $0.43
2019 +35.88% +$3587.62 $342.91 $68.58 $0.55
2018 -20.50% $2049.82 $244.97 $48.99 $0.39
2017 +3.17% +$317.43 $228.26 $45.65 $0.37
2016 +45.05% +$4505.04 $308.08 $61.62 $0.49
2015 +7.28% +$727.77 $285.01 $57.00 $0.46
2014 -1.07% $106.90 $235.44 $47.09 $0.38
2013 +60.59% +$6059.30 $345.32 $69.06 $0.55
2012 +21.13% +$2113.28 $280.59 $56.12 $0.45
2011 -8.38% $837.68 $190.80 $38.16 $0.30
2010 +21.07% +$2106.86 $202.85 $40.57 $0.33
2009 -49.18% $4917.98 $121.66 $24.33 $0.20
2008 +20.74% +$2074.33 $354.01 $70.80 $0.57
2007 -29.12% $2911.97 $239.11 $47.82 $0.38
2006 +8.27% +$827.39 $220.68 $44.13 $0.35
2005 +14.16% +$1415.57 $201.36 $40.27 $0.32
2004 +28.21% +$2821.41 $223.94 $44.79 $0.36
2003 +13.80% +$1380.43 $221.23 $44.25 $0.36
2002 +70.70% +$7069.74 $321.53 $64.31 $0.52
2001 +62.16% +$6215.92 $451.37 $90.27 $0.72
2000 -28.80% $2879.54 $136.75 $27.35 $0.22
1999 -15.16% $1516.26 $171.96 $34.39 $0.28
1998 -19.61% $1961.08 $86.75 $17.35 $0.14
1997 +77.20% +$7720.23 $148.44 $29.69 $0.24
1996 -2.91% $290.83 $123.37 $24.67 $0.19
1995 +9.74% +$973.84 $175.52 $35.10 $0.28
1994 +10.89% +$1089.30 $237.38 $47.47 $0.38
1993 partial +10.00% (+49.90% ann.) +$1000.00 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 -2.61% -0.58% $261.39 $739.46 $147.90 $1.18
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +115.31% +34.71% +$11530.81 $826.67 $165.33 $1.32
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +68.39% +10.99% +$6839.18 $1816.44 $363.29 $2.91
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -54.35% -42.60% $5435.11 $443.12 $88.62 $0.71
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +29.72% +8.01% +$2972.11 $716.39 $143.27 $1.15
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +169.43% +13.99% +$16942.82 $4097.31 $819.46 $6.56
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -43.21% -99.84% $4321.34 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +24.15% +41.62% +$2414.56 $246.21 $49.24 $0.39
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +15.72% +14.86% +$1571.98 $458.01 $91.60 $0.73
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +6.35% +6.76% +$635.19 $360.20 $72.04 $0.58
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +14.07% +7.36% +$1407.35 $631.57 $126.31 $1.01
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +4.11% +2.60% +$410.78 $558.88 $111.78 $0.89

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
1994-05-27 $0.0833 1.04%
1994-11-29 $0.0900 1.02%
1995-05-30 $0.0933 1.12%
1995-12-01 $0.0467 0.50%
1996-06-03 $0.0500 0.55%
1996-11-19 $0.0567 0.68%
1997-05-16 $0.0600 0.71%
1997-11-19 $0.0633 0.50%
1998-05-19 $0.0633 0.41%
1998-11-18 $0.0633 0.58%
1999-05-18 $0.0667 0.56%
1999-11-17 $0.1333 1.31%
2000-11-16 $0.1333 1.99%
2001-05-15 $0.1467 1.42%
2001-11-14 $0.1600 1.50%
2002-04-11 $0.1667 1.01%
2002-10-10 $0.1800 1.17%
2003-04-11 $0.1933 1.10%
2003-10-16 $0.2067 0.93%
2004-04-15 $0.2200 1.05%
2004-10-18 $0.2333 1.10%
2005-04-18 $0.2467 1.23%
2005-10-18 $0.2667 1.03%
2006-02-14 $0.1467 0.49%
2006-05-17 $0.1533 0.58%
2006-08-16 $0.1600 0.55%
2006-11-15 $0.1700 0.54%
2007-02-14 $0.1750 0.63%
2007-05-16 $0.1800 0.79%
2007-08-15 $0.1850 0.86%
2007-11-14 $0.1850 0.88%
2008-02-13 $0.1850 1.03%
2008-05-15 $0.1850 0.99%
2008-08-14 $0.1850 0.75%
2008-11-14 $0.1850 0.82%
2009-02-11 $0.1200 0.74%
2009-05-15 $0.0600 0.37%
2009-08-17 $0.0600 0.41%
2009-11-16 $0.0600 0.53%
2010-02-11 $0.0600 0.48%
2010-05-17 $0.0600 0.36%
2010-08-17 $0.0600 0.49%
2010-11-16 $0.0700 0.56%
2011-02-14 $0.0700 0.59%
2011-05-17 $0.0700 0.59%
2011-08-17 $0.0700 0.65%
2011-11-16 $0.0700 0.54%
2012-02-15 $0.0700 0.50%
2012-05-16 $0.0800 0.59%
2012-08-15 $0.1000 0.67%
2012-11-14 $0.1200 0.81%
2013-02-13 $0.1300 0.72%
2013-05-15 $0.1300 0.65%
2013-08-14 $0.1400 0.63%
2013-11-13 $0.1400 0.57%
2014-02-12 $0.1400 0.57%
2014-05-14 $0.1400 0.55%
2014-08-13 $0.1500 0.61%
2014-11-12 $0.1500 0.64%
2015-02-11 $0.1500 0.70%
2015-05-13 $0.1700 0.77%
2015-08-12 $0.1700 0.70%
2015-11-10 $0.1900 0.73%
2016-02-10 $0.1900 0.89%
2016-05-11 $0.1900 0.72%
2016-08-03 $0.1900 0.72%
2016-11-09 $0.2000 0.72%
2017-02-08 $0.2000 0.55%
2017-05-10 $0.2000 0.58%
2017-08-02 $0.2000 0.64%
2017-11-10 $0.2100 0.62%
2018-02-05 $0.2100 0.55%
2018-05-10 $0.2100 0.52%
2018-08-02 $0.2300 0.56%
2018-11-08 $0.2300 0.66%
2019-02-07 $0.2300 0.71%
2019-05-16 $0.2300 0.66%
2019-08-01 $0.2500 0.66%
2019-11-07 $0.2500 0.65%
2020-02-06 $0.2500 0.70%
2020-05-19 $0.2500 1.14%
2020-08-06 $0.2500 1.08%
2020-11-12 $0.2500 0.84%
2021-02-11 $0.2500 0.69%
2021-05-20 $0.2800 0.68%
2021-08-12 $0.2800 0.74%
2021-11-10 $0.2800 0.76%
2022-02-10 $0.2800 0.70%
2022-05-19 $0.2800 0.81%
2022-08-11 $0.3000 0.88%
2022-11-09 $0.3000 0.88%
2023-02-09 $0.3000 0.76%
2023-05-18 $0.3000 1.17%
2023-08-10 $0.3000 0.91%
2023-11-09 $0.3200 1.05%
2024-02-08 $0.3200 0.96%
2024-05-23 $0.3200 0.96%
2024-08-09 $0.3200 0.87%
2024-11-08 $0.3400 0.81%
2025-02-14 $0.3400 0.90%
2025-05-23 $0.3400 1.16%
2025-08-04 $0.3400 1.09%
2025-11-14 $0.3700 1.13%
2026-02-13 $0.3700 0.92%
Total 104 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-05-20 $72.07 $14.41 $0.12 1.3990
2021-08-12 $72.46 $14.49 $0.12 1.5229
2021-11-10 $72.89 $14.58 $0.12 1.5758
2022-02-10 $73.33 $14.67 $0.12 1.4564
2022-05-19 $73.74 $14.75 $0.12 1.7485
2022-08-11 $79.53 $15.91 $0.13 1.8561
2022-11-09 $80.09 $16.02 $0.13 1.8985
2023-02-09 $80.66 $16.13 $0.13 1.6779
2023-05-18 $81.16 $16.23 $0.13 2.5643
2023-08-10 $81.93 $16.39 $0.13 2.0158
2023-11-09 $88.04 $17.61 $0.14 2.3722
2024-02-08 $88.80 $17.76 $0.14 2.1483
2024-05-23 $89.48 $17.90 $0.14 2.2112
2024-08-09 $90.19 $18.04 $0.14 1.9664
2024-11-08 $96.50 $19.30 $0.15 1.8493
2025-02-14 $97.13 $19.42 $0.16 2.0706
2025-05-23 $97.83 $19.57 $0.16 2.7111
2025-08-04 $98.75 $19.75 $0.16 2.5246
2025-11-14 $108.40 $21.68 $0.17 2.6629
2026-02-13 $109.38 $21.88 $0.18 2.1708
Total $1732.36 $346.47 $2.77 40.4028

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

PRU

CAGR 7.75% Total 514.38% Final $61,438
2001-12-13 — 2026-04-14
APA

CAGR 6.40% Total 1739.98% Final $183,998
1979-05-15 — 2026-04-14
GMED

CAGR 15.31% Total 603.26% Final $70,326
2012-08-03 — 2026-04-14