United Bankshares, Inc. (UBSI) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$13,170
Total Return
31.70%
CAGR
5.66%
Dividends
$2,027.32
Yield on Cost
20.27%

Rolling Returns

1-Month (21 Trading Days)
Average+0.65%
Median-0.08%
Best+29.14%
Worst-19.33%
% of Windows Positive49.8%
1-Year (252 Trading Days)
Average+5.49%
Median+5.69%
Best+51.67%
Worst-30.66%
% of Windows Positive64.6%
3-Year (756 Trading Days)
Average+10.48%
Median+11.56%
Best+43.97%
Worst-16.00%
% of Windows Positive83.0%

Risk Metrics

Maximum Drawdown -38.60%
Average Drawdown -13.83%
Drawdown Duration 499 Trading Days
Sortino Ratio 0.50
Calmar Ratio 0.15
CVaR (5%) -3.87%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +14.47% (+60.76% ann.) +$1447.34 $98.96 $19.79 $0.16
2025 +5.64% +$563.51 $401.86 $80.37 $0.64
2024 +3.36% +$335.63 $399.32 $79.86 $0.64
2023 -3.97% $397.19 $362.73 $72.55 $0.58
2022 +15.14% +$1513.87 $401.79 $80.36 $0.64
2021 +15.46% +$1546.02 $440.03 $88.01 $0.70
2020 -12.43% $1243.21 $368.70 $73.74 $0.59
2019 +27.89% +$2788.94 $445.24 $89.05 $0.71
2018 -7.74% $774.43 $395.66 $79.13 $0.63
2017 -22.68% $2268.47 $290.48 $58.10 $0.47
2016 +28.36% +$2836.33 $360.63 $72.13 $0.58
2015 +1.49% +$149.44 $348.02 $69.60 $0.56
2014 +22.88% +$2288.40 $412.04 $82.41 $0.66
2013 +33.92% +$3392.25 $520.89 $104.18 $0.83
2012 -10.52% $1051.99 $444.80 $88.96 $0.71
2011 +0.64% +$63.86 $420.45 $84.09 $0.67
2010 +51.74% +$5173.90 $609.40 $121.88 $0.98
2009 -36.76% $3676.35 $359.24 $71.85 $0.57
2008 +22.60% +$2260.49 $419.57 $83.91 $0.67
2007 -25.44% $2544.19 $295.35 $59.07 $0.47
2006 +12.30% +$1229.77 $312.11 $62.42 $0.50
2005 -5.42% $541.73 $277.78 $55.56 $0.44
2004 +25.35% +$2535.12 $330.24 $66.05 $0.53
2003 +10.28% +$1027.91 $347.76 $69.55 $0.56
2002 +3.33% +$333.11 $332.44 $66.49 $0.53
2001 +38.84% +$3883.61 $322.52 $64.50 $0.52
2000 -7.84% $784.39 $356.59 $71.32 $0.57
1999 -7.58% $757.88 $312.35 $62.47 $0.50
1998 +13.49% +$1348.67 $314.75 $62.95 $0.50
1997 +48.54% +$4854.34 $413.53 $82.71 $0.66
1996 +16.70% +$1670.45 $429.47 $85.89 $0.69
1995 +26.01% +$2601.18 $494.03 $98.80 $0.79
1994 -5.51% $551.46 $397.14 $79.43 $0.63
1993 +34.17% +$3417.22 $347.69 $69.54 $0.56
1992 +53.63% +$5362.92 $631.28 $126.25 $1.01
1991 +38.13% +$3813.28 $775.43 $155.09 $1.25
1990 -18.48% $1848.17 $576.29 $115.26 $0.92
1989 -11.91% $1191.33 $415.47 $83.10 $0.67
1988 -4.00% $399.72 $331.87 $66.37 $0.53
1987 partial +9.46% (+17.03% ann.) +$946.26 $174.73 $34.95 $0.28

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +35.31% +6.82% +$3530.55 $2428.13 $485.62 $3.89
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +64.04% +21.21% +$6403.96 $1212.92 $242.59 $1.94
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +34.08% +6.05% +$3408.43 $2025.80 $405.16 $3.24
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -55.03% -43.21% $5503.22 $457.17 $91.43 $0.73
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +80.19% +19.06% +$8018.91 $2950.61 $590.12 $4.72
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +80.02% +8.08% +$8002.43 $4704.92 $940.99 $7.53
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -37.95% -99.57% $3795.30 $102.31 $20.46 $0.16
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +15.67% +26.40% +$1567.24 $305.15 $61.03 $0.49
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +28.74% +27.08% +$2874.15 $483.65 $96.73 $0.77
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +22.86% +24.43% +$2286.05 $407.99 $81.60 $0.65
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -8.26% -4.55% $826.16 $686.89 $137.38 $1.10
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +21.74% +13.36% +$2173.76 $608.28 $121.66 $0.97

Dividend History

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

Date Per Share Yield %
1987-09-03 $0.0675 0.73%
1987-12-04 $0.0675 0.81%
1988-03-02 $0.0675 0.77%
1988-06-06 $0.0675 0.93%
1988-09-02 $0.0700 0.98%
1988-12-06 $0.0700 0.88%
1989-03-03 $0.0750 1.11%
1989-06-05 $0.0750 1.18%
1989-09-01 $0.0850 1.28%
1989-12-04 $0.0850 1.28%
1990-03-05 $0.0900 1.36%
1990-06-04 $0.0950 1.46%
1990-09-10 $0.0950 1.73%
1990-12-10 $0.0950 1.90%
1991-03-04 $0.0950 1.60%
1991-06-10 $0.0950 1.46%
1991-09-09 $0.0950 1.38%
1991-12-09 $0.1050 1.50%
1992-03-09 $0.1050 1.29%
1992-06-08 $0.1050 1.21%
1992-09-04 $0.1050 1.05%
1992-12-07 $0.1050 1.01%
1993-03-08 $0.1150 1.03%
1993-09-03 $0.1150 0.91%
1993-12-06 $0.1150 0.86%
1994-03-07 $0.1150 0.89%
1994-06-06 $0.1300 1.02%
1994-09-02 $0.1350 1.07%
1994-12-05 $0.1350 1.17%
1995-03-06 $0.1450 1.16%
1995-06-06 $0.1450 1.07%
1995-09-06 $0.1450 0.99%
1995-12-06 $0.1500 0.98%
1996-03-06 $0.1500 1.00%
1996-06-12 $0.1550 1.14%
1996-09-11 $0.1550 1.06%
1996-12-11 $0.1600 1.04%
1997-03-12 $0.1650 0.97%
1997-06-11 $0.1650 0.86%
1997-09-10 $0.1700 0.74%
1997-12-10 $0.1750 0.72%
1998-03-11 $0.1750 0.71%
1998-06-10 $0.1800 0.67%
1998-09-09 $0.1900 0.69%
1998-12-09 $0.2000 0.71%
1999-03-10 $0.2000 0.74%
1999-06-09 $0.2000 0.78%
1999-09-08 $0.2100 0.82%
1999-12-08 $0.2100 0.85%
2000-03-08 $0.2100 1.24%
2000-06-07 $0.2100 1.06%
2000-09-06 $0.2100 1.07%
2000-12-06 $0.2100 1.07%
2001-03-07 $0.2200 0.99%
2001-06-06 $0.2300 0.93%
2001-12-12 $0.2300 0.83%
2002-03-06 $0.2300 0.80%
2002-06-12 $0.2300 0.82%
2002-09-11 $0.2400 0.79%
2002-12-11 $0.2500 0.83%
2003-03-12 $0.2500 0.90%
2003-06-11 $0.2500 0.85%
2003-09-10 $0.2500 0.80%
2003-12-10 $0.2500 0.80%
2004-03-10 $0.2500 0.81%
2004-06-09 $0.2500 0.81%
2004-09-08 $0.2600 0.75%
2004-12-08 $0.2600 0.69%
2005-03-09 $0.2600 0.76%
2005-06-08 $0.2600 0.76%
2005-09-07 $0.2600 0.72%
2005-12-07 $0.2700 0.70%
2006-03-08 $0.2700 0.74%
2006-06-07 $0.2700 0.77%
2006-09-06 $0.2700 0.72%
2006-12-06 $0.2800 0.72%
2007-03-07 $0.2800 0.79%
2007-06-06 $0.2800 0.84%
2007-09-12 $0.2800 0.94%
2007-12-12 $0.2900 0.93%
2008-03-12 $0.2900 1.07%
2008-06-11 $0.2900 1.07%
2008-09-10 $0.2900 1.03%
2008-12-10 $0.2900 0.92%
2009-03-11 $0.2900 1.89%
2009-06-10 $0.2900 1.27%
2009-09-09 $0.2900 1.56%
2009-12-09 $0.3000 1.63%
2010-03-10 $0.3000 1.14%
2010-06-09 $0.3000 1.16%
2010-09-08 $0.3000 1.25%
2010-12-08 $0.3000 1.08%
2011-03-09 $0.3000 1.05%
2011-06-08 $0.3000 1.30%
2011-09-07 $0.3000 1.46%
2011-12-07 $0.3100 1.11%
2012-03-07 $0.3100 1.06%
2012-06-06 $0.3100 1.28%
2012-09-12 $0.3100 1.27%
2012-12-12 $0.3100 1.23%
2013-03-06 $0.3100 1.17%
2013-06-12 $0.3100 1.20%
2013-09-11 $0.3100 1.05%
2013-12-11 $0.3200 1.02%
2014-03-12 $0.3200 1.05%
2014-06-11 $0.3200 0.99%
2014-09-10 $0.3200 0.98%
2014-12-10 $0.3200 0.87%
2015-03-11 $0.3200 0.87%
2015-06-10 $0.3200 0.82%
2015-09-09 $0.3200 0.86%
2015-12-09 $0.3300 0.84%
2016-03-09 $0.3300 0.90%
2016-06-08 $0.3300 0.85%
2016-09-07 $0.3300 0.86%
2016-12-07 $0.3300 0.70%
2017-03-08 $0.3300 0.74%
2017-06-07 $0.3300 0.87%
2017-09-07 $0.3300 1.00%
2017-12-07 $0.3400 0.94%
2018-03-08 $0.3400 0.90%
2018-06-07 $0.3400 0.91%
2018-09-13 $0.3400 0.88%
2018-12-13 $0.3400 1.02%
2019-03-07 $0.3400 0.90%
2019-06-13 $0.3400 0.92%
2019-09-12 $0.3400 0.86%
2019-12-12 $0.3500 0.92%
2020-03-12 $0.3500 1.52%
2020-06-11 $0.3500 1.19%
2020-09-10 $0.3500 1.38%
2020-12-10 $0.3500 1.12%
2021-03-11 $0.3500 0.87%
2021-06-10 $0.3500 0.92%
2021-09-09 $0.3500 1.01%
2021-12-01 $0.3600 1.01%
2022-03-10 $0.3600 1.04%
2022-06-09 $0.3600 0.98%
2022-09-08 $0.3600 1.00%
2022-12-08 $0.3600 0.88%
2023-03-09 $0.3600 0.93%
2023-06-08 $0.3600 1.06%
2023-09-07 $0.3600 1.24%
2023-12-07 $0.3700 1.07%
2024-03-07 $0.3700 1.05%
2024-06-14 $0.3700 1.17%
2024-09-13 $0.3700 1.02%
2024-12-13 $0.3700 0.90%
2025-03-14 $0.3700 1.09%
2025-06-13 $0.3700 1.02%
2025-09-12 $0.3700 0.97%
2025-12-12 $0.3800 0.96%
2026-03-13 $0.3800 0.97%
Total 153 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
2021-06-10 $89.79 $17.96 $0.14 1.9127
2021-09-09 $90.46 $18.09 $0.14 2.1118
2021-12-01 $93.80 $18.76 $0.15 2.1295
2022-03-10 $94.57 $18.91 $0.15 2.1598
2022-06-09 $95.35 $19.07 $0.15 2.1498
2022-09-08 $96.12 $19.22 $0.15 2.1324
2022-12-08 $96.89 $19.38 $0.15 1.8776
2023-03-09 $97.57 $19.51 $0.16 2.1214
2023-06-08 $98.33 $19.67 $0.16 2.3590
2023-09-07 $99.18 $19.84 $0.16 2.7842
2023-12-07 $102.96 $20.59 $0.16 2.3474
2024-03-07 $103.83 $20.77 $0.17 2.3652
2024-06-14 $104.71 $20.94 $0.17 2.6872
2024-09-13 $105.70 $21.14 $0.17 2.2747
2024-12-13 $106.54 $21.31 $0.17 2.0916
2025-03-14 $107.32 $21.46 $0.17 2.4792
2025-06-13 $108.23 $21.65 $0.17 2.4529
2025-09-12 $109.14 $21.83 $0.17 2.3280
2025-12-12 $112.98 $22.60 $0.18 2.3022
2026-03-13 $113.85 $22.77 $0.18 2.3200
Total $2027.32 $405.46 $3.24 45.3865

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.

CODI

CAGR 4.48% Total 139.30% Final $23,930
2006-05-18 — 2026-04-14
LWAY

CAGR 11.06% Total 4904.61% Final $500,461
1988-12-29 — 2026-04-14
TKO

CAGR 10.95% Total 1468.69% Final $156,869
1999-10-19 — 2026-04-14