United Bancorp, Inc. (UBCP) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
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Investment Performance

Final Value
$13,332
Total Return
33.32%
CAGR
5.92%
Dividends
$3,086.60
Yield on Cost
30.87%

Rolling Returns

1-Month (21 Trading Days)
Average+0.72%
Median+0.27%
Best+32.25%
Worst-22.43%
% of Windows Positive51.0%
1-Year (252 Trading Days)
Average+4.14%
Median+7.62%
Best+40.62%
Worst-36.80%
% of Windows Positive65.2%
3-Year (756 Trading Days)
Average+4.48%
Median+0.94%
Best+63.56%
Worst-27.85%
% of Windows Positive54.2%

Risk Metrics

Maximum Drawdown -48.80%
Average Drawdown -23.44%
Drawdown Duration 985 Trading Days
Sortino Ratio 0.51
Calmar Ratio 0.12
CVaR (5%) -4.82%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +12.90% (+33.35% ann.) +$1290.17 $256.45 $51.29 $0.41
2025 +16.53% +$1653.21 $722.92 $144.58 $1.16
2024 +6.97% +$697.42 $680.73 $136.15 $1.09
2023 -8.15% $814.60 $564.15 $112.83 $0.90
2022 -8.21% $821.43 $472.10 $94.42 $0.76
2021 +31.00% +$3099.86 $527.48 $105.49 $0.84
2020 -4.49% $449.29 $405.44 $81.09 $0.65
2019 +29.85% +$2985.41 $484.79 $96.96 $0.78
2018 -10.61% $1060.50 $435.86 $87.17 $0.70
2017 +1.49% +$148.74 $382.48 $76.50 $0.61
2016 +45.73% +$4572.63 $497.16 $99.43 $0.79
2015 +23.51% +$2351.01 $528.28 $105.66 $0.84
2014 +3.78% +$378.40 $415.96 $83.19 $0.67
2013 +32.56% +$3256.14 $469.14 $93.82 $0.75
2012 -22.96% $2296.39 $503.16 $100.63 $0.80
2011 +2.27% +$226.62 $655.39 $131.08 $1.05
2010 +7.75% +$774.65 $669.82 $133.97 $1.07
2009 -9.92% $991.52 $571.83 $114.37 $0.92
2008 -0.22% $21.78 $523.72 $104.74 $0.84
2007 +9.38% +$937.97 $529.86 $105.97 $0.85
2006 -6.46% $646.18 $433.94 $86.79 $0.69
2005 -15.87% $1586.51 $344.98 $69.00 $0.55
2004 -7.05% $705.12 $297.56 $59.51 $0.48
2003 +46.96% +$4696.36 $386.63 $77.32 $0.62
2002 +8.79% +$879.04 $383.43 $76.69 $0.61
2001 +20.98% +$2097.96 $427.36 $85.47 $0.68
2000 -13.52% $1352.25 $338.73 $67.75 $0.55
1999 -32.18% $3218.29 $208.38 $41.68 $0.33
1998 -1.23% $123.47 $184.88 $36.97 $0.29
1997 +39.05% +$3904.54 $224.15 $44.83 $0.36
1996 +58.71% +$5871.31 $309.84 $61.97 $0.49
1995 -22.82% $2281.94 $228.66 $45.73 $0.36
1994 +4.01% +$400.89 $178.53 $35.71 $0.28
1993 partial +69.33% (+88.28% ann.) +$6932.71 $177.35 $35.47 $0.28

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 -4.99% -1.11% $499.25 $1542.56 $308.51 $2.46
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +8.46% +3.20% +$845.62 $1151.49 $230.31 $1.84
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +41.64% +7.21% +$4163.60 $2790.29 $558.06 $4.46
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -27.83% -20.62% $2783.26 $761.27 $152.26 $1.22
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +40.96% +10.71% +$4096.32 $2588.58 $517.72 $4.14
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +104.29% +9.90% +$10429.25 $4119.74 $823.94 $6.59
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -27.45% -97.43% $2744.77 $98.49 $19.70 $0.16
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +30.00% +52.53% +$3000.30 $301.44 $60.29 $0.48
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +34.92% +32.86% +$3492.19 $581.15 $116.23 $0.93
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +1.77% +1.88% +$177.22 $504.17 $100.83 $0.81
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -16.18% -9.08% $1617.60 $1102.70 $220.54 $1.77
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +47.04% +25.36% +$4703.53 $1295.08 $259.02 $2.07

Dividend History

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

Date Per Share Yield %
1993-05-07 $0.0401 0.65%
1993-08-24 $0.0401 0.63%
1993-11-23 $0.0214 0.30%
1994-02-18 $0.0428 0.30%
1994-05-04 $0.0428 0.37%
1994-08-15 $0.0428 0.36%
1994-11-18 $0.0428 0.39%
1995-02-27 $0.0535 0.49%
1995-05-09 $0.0535 0.62%
1995-08-18 $0.0589 0.66%
1995-11-30 $0.0589 0.85%
1996-03-06 $0.0589 0.76%
1996-05-16 $0.0535 0.68%
1996-08-28 $0.0589 0.65%
1996-12-02 $0.0589 0.59%
1997-02-27 $0.0589 0.55%
1997-05-16 $0.0589 0.60%
1997-08-28 $0.0706 0.65%
1997-11-26 $0.0706 0.51%
1998-02-26 $0.0706 0.41%
1998-05-28 $0.0706 0.43%
1998-08-28 $0.0706 0.48%
1998-11-27 $0.0804 0.63%
1999-02-25 $0.0773 0.53%
1999-05-27 $0.0773 0.83%
1999-08-30 $0.0804 0.79%
1999-11-29 $0.0844 0.93%
2000-02-29 $0.0844 1.06%
2000-05-30 $0.0844 1.13%
2000-08-30 $0.0844 1.31%
2000-11-29 $0.0886 1.24%
2001-03-05 $0.0886 1.21%
2001-05-30 $0.0886 1.18%
2001-08-29 $0.0886 1.04%
2001-11-29 $0.0930 0.99%
2002-03-04 $0.0930 1.00%
2002-05-29 $0.0930 1.03%
2002-08-28 $0.0930 1.02%
2002-11-27 $0.0977 0.98%
2003-03-06 $0.0977 0.96%
2003-05-28 $0.0977 0.96%
2003-09-04 $0.0977 0.94%
2003-11-28 $0.1074 0.82%
2004-03-05 $0.1074 0.83%
2004-05-26 $0.1074 0.87%
2004-09-03 $0.1074 0.92%
2004-12-01 $0.1182 0.79%
2005-03-04 $0.1182 0.93%
2005-05-25 $0.1182 0.97%
2005-09-06 $0.1182 1.06%
2005-11-30 $0.1073 0.91%
2006-03-08 $0.1182 1.17%
2006-05-24 $0.1182 1.13%
2006-09-06 $0.1182 1.15%
2006-11-29 $0.1180 1.04%
2007-03-07 $0.1300 1.27%
2007-05-23 $0.1300 1.21%
2007-09-05 $0.1300 1.24%
2007-11-28 $0.1300 1.23%
2008-03-05 $0.1300 1.41%
2008-05-21 $0.1300 1.33%
2008-09-03 $0.1400 1.46%
2008-11-25 $0.1400 1.84%
2009-03-04 $0.1400 1.66%
2009-05-20 $0.1400 1.64%
2009-09-02 $0.1400 1.56%
2009-11-24 $0.1400 1.79%
2010-03-03 $0.1400 1.68%
2010-05-19 $0.1400 1.65%
2010-09-01 $0.1400 1.65%
2010-11-23 $0.1400 1.65%
2011-03-02 $0.1400 1.54%
2011-05-18 $0.1400 1.59%
2011-08-31 $0.1400 1.60%
2011-11-22 $0.1400 1.72%
2012-03-01 $0.1400 1.53%
2012-05-17 $0.1400 1.46%
2012-08-30 $0.0700 0.91%
2012-11-21 $0.0700 1.12%
2013-03-06 $0.0700 1.04%
2013-06-06 $0.0700 0.97%
2013-09-06 $0.0700 0.97%
2013-11-25 $0.0800 1.07%
2014-03-06 $0.0800 0.96%
2014-06-06 $0.0800 1.02%
2014-09-05 $0.0800 0.97%
2014-12-05 $0.0900 1.09%
2015-03-06 $0.0900 1.12%
2015-06-08 $0.0900 1.08%
2015-09-03 $0.0900 1.09%
2015-12-04 $0.1500 1.60%
2016-03-04 $0.1000 1.10%
2016-06-08 $0.1000 1.01%
2016-09-07 $0.1100 1.05%
2016-12-07 $0.1600 1.26%
2017-03-08 $0.1100 0.87%
2017-06-07 $0.1100 0.92%
2017-09-07 $0.1200 0.99%
2017-12-07 $0.1700 1.33%
2018-03-08 $0.1300 1.08%
2018-06-07 $0.1300 0.97%
2018-09-07 $0.1300 0.98%
2018-12-07 $0.1800 1.46%
2019-03-07 $0.1330 1.20%
2019-06-07 $0.1350 1.17%
2019-09-09 $0.1380 1.21%
2019-12-09 $0.1400 1.05%
2020-03-09 $0.1430 1.06%
2020-06-09 $0.1430 1.04%
2020-09-09 $0.1430 1.14%
2020-12-09 $0.1430 1.11%
2021-03-09 $0.2430 1.53%
2021-06-09 $0.1450 0.93%
2021-09-09 $0.1480 0.95%
2021-12-09 $0.1500 0.95%
2022-03-09 $0.3030 1.76%
2022-06-09 $0.1550 0.93%
2022-09-08 $0.1580 0.95%
2022-12-08 $0.1600 1.06%
2023-03-09 $0.3130 2.09%
2023-06-08 $0.1650 1.38%
2023-09-07 $0.1680 1.43%
2023-12-07 $0.1700 1.52%
2024-03-07 $0.3230 2.62%
2024-06-10 $0.1750 1.44%
2024-09-10 $0.1780 1.47%
2024-12-10 $0.1800 1.22%
2025-03-10 $0.3580 2.62%
2025-06-10 $0.1850 1.35%
2025-09-10 $0.1880 1.25%
2025-12-10 $0.1900 1.36%
2026-03-10 $0.3680 2.34%
Total 132 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
2021-06-09 $95.58 $19.12 $0.15 4.9426
2021-09-09 $98.29 $19.66 $0.16 5.1528
2021-12-09 $100.39 $20.08 $0.16 5.0924
2022-03-09 $204.34 $40.87 $0.33 9.6994
2022-06-09 $106.03 $21.21 $0.17 5.0998
2022-09-08 $108.89 $21.78 $0.17 5.5024
2022-12-08 $111.15 $22.23 $0.18 5.8808
2023-03-09 $219.28 $43.86 $0.35 11.9339
2023-06-08 $117.56 $23.51 $0.19 8.0019
2023-09-07 $121.05 $24.21 $0.19 8.2318
2023-12-07 $123.89 $24.78 $0.20 8.9836
2024-03-07 $238.28 $47.66 $0.38 15.8274
2024-06-10 $131.87 $26.37 $0.21 9.1552
2024-09-10 $135.76 $27.15 $0.22 8.9506
2024-12-10 $138.90 $27.78 $0.22 7.8040
2025-03-10 $279.04 $55.81 $0.45 17.3242
2025-06-10 $147.40 $29.48 $0.24 8.8155
2025-09-10 $151.45 $30.29 $0.24 8.2314
2025-12-10 $154.63 $30.93 $0.25 9.0376
2026-03-10 $302.81 $60.56 $0.48 15.5978
Total $3086.60 $617.32 $4.94 179.2653

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.

AVNW

CAGR -2.56% Total -63.71% Final $3,629
1987-05-19 — 2026-06-03
HOMB

CAGR 11.23% Total 735.11% Final $83,511
2006-06-23 — 2026-06-03
RGTI

CAGR 19.00% Total 143.38% Final $24,338
2021-04-22 — 2026-06-03