United Airlines Holdings, Inc. (UAL) Stock Total Returns

Growth of $10,000 chart

2021-04-12 to 2026-04-10
to
$
%
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Investment Performance

Final Value
$17,165
Total Return
71.65%
CAGR
11.43%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+1.82%
Median+0.90%
Best+45.94%
Worst-34.01%
% of Windows Positive52.7%
1-Year (252 Trading Days)
Average+26.80%
Median+9.81%
Best+183.47%
Worst-36.09%
% of Windows Positive62.5%
3-Year (756 Trading Days)
Average+88.56%
Median+105.41%
Best+210.32%
Worst-27.57%
% of Windows Positive81.8%

Risk Metrics

Maximum Drawdown -49.19%
Average Drawdown -21.10%
Drawdown Duration 228 Trading Days
Sortino Ratio 0.70
Calmar Ratio 0.23
CVaR (5%) -6.40%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -13.79% (-41.84% ann.) $1379.00 $0.00 $0.00 $0.00
2025 +15.16% +$1515.96 $0.00 $0.00 $0.00
2024 +135.34% +$13533.70 $0.00 $0.00 $0.00
2023 +9.44% +$944.29 $0.00 $0.00 $0.00
2022 -13.89% $1388.76 $0.00 $0.00 $0.00
2021 +1.23% +$122.54 $0.00 $0.00 $0.00
2020 -50.90% $5090.25 $0.00 $0.00 $0.00
2019 +5.21% +$520.72 $0.00 $0.00 $0.00
2018 +24.23% +$2422.85 $0.00 $0.00 $0.00
2017 -7.52% $751.92 $0.00 $0.00 $0.00
2016 +27.19% +$2719.02 $0.00 $0.00 $0.00
2015 -14.34% $1433.70 $0.00 $0.00 $0.00
2014 +76.82% +$7681.72 $0.00 $0.00 $0.00
2013 +61.80% +$6180.50 $0.00 $0.00 $0.00
2012 +23.90% +$2390.05 $0.00 $0.00 $0.00
2011 -20.78% $2078.09 $0.00 $0.00 $0.00
2010 +84.51% +$8450.81 $0.00 $0.00 $0.00
2009 +17.15% +$1715.06 $0.00 $0.00 $0.00
2008 -67.28% $6727.91 $602.92 $120.58 $0.96
2007 -18.95% $1895.46 $0.00 $0.00 $0.00
2006 partial +29.79% (+33.93% ann.) +$2979.35 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
China-WTO / housing-credit / commodity boom partial February 6, 2006 – October 9, 2007 +44.66% +24.74% +$4466.08 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -91.65% -82.75% $9165.11 $441.48 $88.29 $0.70
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +353.56% +56.50% +$35355.60 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +313.65% +20.64% +$31364.61 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -67.15% -100.00% $6715.05 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +5.09% +8.32% +$509.09 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +2.95% +2.80% +$295.26 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +0.26% +0.28% +$26.03 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +18.75% +9.71% +$1874.58 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 10, 2026 +82.02% +46.89% +$8202.42 $0.00 $0.00 $0.00

Dividend History

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

Date Per Share Yield %
2008-01-07 $2.1500 6.49%
Total 1 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-10 to 2026-04-10. Change
Date Total Yield Tax Trans. Cost Shares Bought
Total $0.00 $0.00 $0.00 0.0000

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.

KOP

CAGR 5.58% Total 198.98% Final $29,898
2006-02-01 — 2026-04-10
SRRK

CAGR 16.50% Total 233.07% Final $33,307
2018-05-25 — 2026-04-10
CCB

CAGR 23.46% Total 409.62% Final $50,962
2018-07-19 — 2026-04-10