First United Corporation (FUNC) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$23,478
Total Return
134.78%
CAGR
18.62%
Dividends
$2,284.95
Yield on Cost
22.85%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.96% |
| Median | +1.35% |
| Best | +42.46% |
| Worst | -29.34% |
| % of Windows Positive | 57.9% |
1-Year (252 Trading Days)
| Average | +23.88% |
| Median | +19.46% |
| Best | +104.48% |
| Worst | -40.86% |
| % of Windows Positive | 73.1% |
3-Year (756 Trading Days)
| Average | +95.20% |
| Median | +94.75% |
| Best | +223.77% |
| Worst | +11.83% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -45.40% |
| Average Drawdown | -13.56% |
| Drawdown Duration | 457 Trading Days |
| Sortino Ratio | 1.12 |
| Calmar Ratio | 0.41 |
| CVaR (5%) | -4.06% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +2.94% (+7.11% ann.) | +$293.85 | $139.27 | $27.85 | $0.22 |
| 2025 | +13.61% | +$1361.31 | $275.32 | $55.06 | $0.44 |
| 2024 | +47.27% | +$4727.27 | $352.65 | $70.53 | $0.56 |
| 2023 | +24.07% | +$2407.44 | $402.17 | $80.44 | $0.64 |
| 2022 | +7.38% | +$737.84 | $322.66 | $64.53 | $0.52 |
| 2021 | +24.32% | +$2432.38 | $378.03 | $75.61 | $0.60 |
| 2020 | -33.76% | $3375.96 | $217.90 | $43.58 | $0.35 |
| 2019 | +53.81% | +$5381.02 | $252.94 | $50.59 | $0.40 |
| 2018 | -7.46% | $746.26 | $155.75 | $31.15 | $0.25 |
| 2017 | +9.09% | +$909.09 | $0.00 | $0.00 | $0.00 |
| 2016 | +36.32% | +$3632.48 | $0.00 | $0.00 | $0.00 |
| 2015 | +36.84% | +$3684.21 | $0.00 | $0.00 | $0.00 |
| 2014 | +11.47% | +$1147.32 | $0.00 | $0.00 | $0.00 |
| 2013 | +6.97% | +$697.35 | $0.00 | $0.00 | $0.00 |
| 2012 | +126.90% | +$12689.85 | $0.00 | $0.00 | $0.00 |
| 2011 | -7.87% | $787.17 | $0.00 | $0.00 | $0.00 |
| 2010 | -41.78% | $4177.55 | $217.41 | $43.49 | $0.35 |
| 2009 | -52.83% | $5283.35 | $606.22 | $121.25 | $0.97 |
| 2008 | -30.32% | $3031.79 | $404.63 | $80.92 | $0.65 |
| 2007 | -5.89% | $588.90 | $359.98 | $72.00 | $0.58 |
| 2006 | +6.07% | +$606.82 | $361.64 | $72.33 | $0.58 |
| 2005 | +6.19% | +$619.29 | $363.18 | $72.64 | $0.58 |
| 2004 | -13.28% | $1328.01 | $298.09 | $59.62 | $0.48 |
| 2003 | +52.55% | +$5254.94 | $431.25 | $86.25 | $0.69 |
| 2002 | +5.98% | +$598.45 | $430.21 | $86.04 | $0.69 |
| 2001 | +60.37% | +$6037.28 | $646.48 | $129.30 | $1.03 |
| 2000 | -24.65% | $2464.95 | $450.95 | $90.19 | $0.72 |
| 1999 | -10.36% | $1036.25 | $374.19 | $74.84 | $0.60 |
| 1998 | -15.81% | $1581.19 | $299.12 | $59.83 | $0.48 |
| 1997 | +38.65% | +$3865.02 | $377.28 | $75.46 | $0.60 |
| 1996 | -2.53% | $252.80 | $328.00 | $65.60 | $0.52 |
| 1995 | -19.08% | $1908.38 | $230.31 | $46.06 | $0.37 |
| 1994 | -6.96% | $695.61 | $195.44 | $39.09 | $0.31 |
| 1993 | +106.80% | +$10679.82 | $266.49 | $53.30 | $0.43 |
| 1992 partial | +12.30% (+42.76% ann.) | +$1229.70 | $98.36 | $19.67 | $0.16 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | -21.62% | -5.17% | $2161.65 | $1707.75 | $341.55 | $2.73 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +60.93% | +20.31% | +$6092.56 | $1615.83 | $323.18 | $2.59 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +51.97% | +8.74% | +$5197.26 | $2595.23 | $519.05 | $4.15 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -62.91% | -50.44% | $6291.07 | $610.78 | $122.15 | $0.98 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | -43.35% | -15.49% | $4335.12 | $829.49 | $165.91 | $1.33 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +421.25% | +24.38% | +$42125.45 | $1709.33 | $341.88 | $2.73 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -52.30% | -99.98% | $5229.81 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +16.86% | +28.49% | +$1685.86 | $339.87 | $67.97 | $0.54 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +48.84% | +45.84% | +$4884.32 | $439.24 | $87.85 | $0.70 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -0.61% | -0.65% | $61.48 | $324.21 | $64.84 | $0.52 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +71.76% | +33.89% | +$7176.45 | $776.03 | $155.21 | $1.24 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +33.26% | +18.33% | +$3325.72 | $567.94 | $113.59 | $0.91 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1992-10-07 | $0.0952 | 0.92% |
| 1993-01-15 | $0.0952 | 0.86% |
| 1993-04-12 | $0.0952 | 0.80% |
| 1993-07-16 | $0.0952 | 0.70% |
| 1994-01-11 | $0.1016 | 0.49% |
| 1994-04-15 | $0.0952 | 0.45% |
| 1994-07-15 | $0.1143 | 0.65% |
| 1994-10-17 | $0.1143 | 0.77% |
| 1995-01-17 | $0.1143 | 0.59% |
| 1995-04-18 | $0.1143 | 0.64% |
| 1995-07-20 | $0.1143 | 0.79% |
| 1995-10-19 | $0.1143 | 0.74% |
| 1996-01-16 | $0.1238 | 0.87% |
| 1996-04-15 | $0.1300 | 0.95% |
| 1996-07-17 | $0.1300 | 0.96% |
| 1996-10-15 | $0.1300 | 0.90% |
| 1997-01-16 | $0.1400 | 0.88% |
| 1997-04-15 | $0.1400 | 0.84% |
| 1997-07-16 | $0.1400 | 0.78% |
| 1997-10-16 | $0.1400 | 0.78% |
| 1998-01-15 | $0.1500 | 0.82% |
| 1998-04-16 | $0.1500 | 0.74% |
| 1998-07-16 | $0.1500 | 0.75% |
| 1998-10-16 | $0.1500 | 0.83% |
| 1999-01-15 | $0.1500 | 0.88% |
| 1999-04-16 | $0.1550 | 0.99% |
| 1999-07-16 | $0.1550 | 1.02% |
| 1999-10-18 | $0.1550 | 1.07% |
| 2000-01-18 | $0.1600 | 1.23% |
| 2000-04-18 | $0.1600 | 1.59% |
| 2000-07-18 | $0.1600 | 1.51% |
| 2000-10-18 | $0.1600 | 1.54% |
| 2001-01-17 | $0.1650 | 1.43% |
| 2001-04-18 | $0.1650 | 1.25% |
| 2001-07-18 | $0.1650 | 1.18% |
| 2001-10-17 | $0.1650 | 1.00% |
| 2002-01-16 | $0.1700 | 1.06% |
| 2002-04-17 | $0.1700 | 1.02% |
| 2002-07-17 | $0.1700 | 0.94% |
| 2002-10-16 | $0.1700 | 1.10% |
| 2003-01-15 | $0.1750 | 1.04% |
| 2003-04-15 | $0.1750 | 0.79% |
| 2003-07-16 | $0.1750 | 0.82% |
| 2003-10-15 | $0.1750 | 0.74% |
| 2004-01-14 | $0.1800 | 0.69% |
| 2004-04-14 | $0.1800 | 0.73% |
| 2004-07-14 | $0.1800 | 0.90% |
| 2004-10-13 | $0.1800 | 0.87% |
| 2005-01-12 | $0.1850 | 0.90% |
| 2005-04-13 | $0.1850 | 0.93% |
| 2005-07-13 | $0.1850 | 0.91% |
| 2005-10-12 | $0.1850 | 0.96% |
| 2006-01-11 | $0.1900 | 0.89% |
| 2006-04-12 | $0.1900 | 0.84% |
| 2006-07-13 | $0.1900 | 0.92% |
| 2006-10-12 | $0.1900 | 0.90% |
| 2007-01-10 | $0.1950 | 0.88% |
| 2007-04-12 | $0.1950 | 0.86% |
| 2007-07-12 | $0.1950 | 1.00% |
| 2007-10-11 | $0.1950 | 0.98% |
| 2008-01-10 | $0.2000 | 1.01% |
| 2008-04-10 | $0.2000 | 1.06% |
| 2008-07-10 | $0.2000 | 1.18% |
| 2008-10-08 | $0.2000 | 1.00% |
| 2009-01-22 | $0.2000 | 1.48% |
| 2009-04-09 | $0.2000 | 2.13% |
| 2009-07-10 | $0.2000 | 1.87% |
| 2009-10-09 | $0.2000 | 1.75% |
| 2010-01-11 | $0.1000 | 1.66% |
| 2010-04-12 | $0.0100 | 0.16% |
| 2010-07-12 | $0.0100 | 0.24% |
| 2010-10-08 | $0.0100 | 0.22% |
| 2018-04-13 | $0.0900 | 0.46% |
| 2018-07-13 | $0.0900 | 0.47% |
| 2018-10-12 | $0.0900 | 0.48% |
| 2019-01-14 | $0.0900 | 0.53% |
| 2019-04-16 | $0.0900 | 0.49% |
| 2019-07-16 | $0.0900 | 0.45% |
| 2019-10-15 | $0.1300 | 0.56% |
| 2020-01-14 | $0.1300 | 0.54% |
| 2020-04-16 | $0.1300 | 0.94% |
| 2020-07-16 | $0.1300 | 1.13% |
| 2020-10-15 | $0.1300 | 1.01% |
| 2021-01-14 | $0.1300 | 0.76% |
| 2021-04-16 | $0.1500 | 0.88% |
| 2021-07-16 | $0.1500 | 0.87% |
| 2021-10-15 | $0.1500 | 0.81% |
| 2022-01-13 | $0.1500 | 0.73% |
| 2022-04-14 | $0.1500 | 0.65% |
| 2022-07-15 | $0.1500 | 0.86% |
| 2022-10-17 | $0.1500 | 0.84% |
| 2023-01-12 | $0.1800 | 0.94% |
| 2023-04-14 | $0.2000 | 1.18% |
| 2023-07-17 | $0.2000 | 1.23% |
| 2023-10-17 | $0.2000 | 1.20% |
| 2024-01-17 | $0.2000 | 0.90% |
| 2024-04-16 | $0.2000 | 0.90% |
| 2024-07-18 | $0.2000 | 0.83% |
| 2024-10-18 | $0.2200 | 0.69% |
| 2025-01-17 | $0.2200 | 0.67% |
| 2025-04-17 | $0.2200 | 0.78% |
| 2025-07-18 | $0.2200 | 0.64% |
| 2025-10-17 | $0.2600 | 0.76% |
| 2026-01-16 | $0.2600 | 0.66% |
| 2026-04-17 | $0.2600 | 0.69% |
| Total | 105 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-07-16 | $80.69 | $16.14 | $0.13 | 3.8926 |
| 2021-10-15 | $81.27 | $16.25 | $0.13 | 3.5614 |
| 2022-01-13 | $81.81 | $16.36 | $0.13 | 3.2350 |
| 2022-04-14 | $82.29 | $16.46 | $0.13 | 2.8666 |
| 2022-07-15 | $82.72 | $16.55 | $0.13 | 3.8488 |
| 2022-10-17 | $83.30 | $16.66 | $0.13 | 3.7659 |
| 2023-01-12 | $100.64 | $20.13 | $0.16 | 4.0994 |
| 2023-04-14 | $112.64 | $22.53 | $0.18 | 5.3594 |
| 2023-07-17 | $113.71 | $22.74 | $0.18 | 5.6848 |
| 2023-10-17 | $114.85 | $22.97 | $0.18 | 5.5606 |
| 2024-01-17 | $115.96 | $23.19 | $0.19 | 4.2294 |
| 2024-04-16 | $116.80 | $23.36 | $0.19 | 4.2371 |
| 2024-07-18 | $117.65 | $23.53 | $0.19 | 3.9518 |
| 2024-10-18 | $130.29 | $26.06 | $0.21 | 3.2991 |
| 2025-01-17 | $131.01 | $26.20 | $0.21 | 3.1745 |
| 2025-04-17 | $131.71 | $26.34 | $0.21 | 3.7557 |
| 2025-07-18 | $132.54 | $26.51 | $0.21 | 3.0381 |
| 2025-10-17 | $157.43 | $31.49 | $0.25 | 3.6946 |
| 2026-01-16 | $158.39 | $31.68 | $0.25 | 3.3348 |
| 2026-04-17 | $159.25 | $31.85 | $0.26 | 3.3798 |
| Total | $2284.95 | $456.99 | $3.66 | 77.9693 |
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.