United Fire Group, Inc. (UFCS) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$12,667
Total Return
26.67%
CAGR
4.84%
Dividends
$921.11
Yield on Cost
9.21%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.91% |
| Median | +0.00% |
| Best | +59.73% |
| Worst | -26.55% |
| % of Windows Positive | 49.8% |
1-Year (252 Trading Days)
| Average | +11.45% |
| Median | +13.23% |
| Best | +85.12% |
| Worst | -40.07% |
| % of Windows Positive | 62.3% |
3-Year (756 Trading Days)
| Average | +8.31% |
| Median | +4.11% |
| Best | +58.73% |
| Worst | -32.70% |
| % of Windows Positive | 54.7% |
Risk Metrics
| Maximum Drawdown | -48.31% |
| Average Drawdown | -24.54% |
| Drawdown Duration | 844 Trading Days |
| Sortino Ratio | 0.47 |
| Calmar Ratio | 0.10 |
| CVaR (5%) | -5.29% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +8.17% (+31.76% ann.) | +$817.06 | $0.00 | $0.00 | $0.00 |
| 2025 | +29.94% | +$2993.87 | $226.47 | $45.29 | $0.36 |
| 2024 | +44.52% | +$4451.85 | $320.87 | $64.18 | $0.51 |
| 2023 | -24.74% | $2474.04 | $235.82 | $47.16 | $0.38 |
| 2022 | +19.99% | +$1999.15 | $273.40 | $54.68 | $0.44 |
| 2021 | -5.97% | $596.52 | $240.47 | $48.09 | $0.38 |
| 2020 | -40.72% | $4072.37 | $263.37 | $52.67 | $0.42 |
| 2019 | -19.34% | $1933.79 | $236.38 | $47.28 | $0.38 |
| 2018 | +29.13% | +$2912.85 | $937.58 | $187.52 | $1.50 |
| 2017 | -5.44% | $543.51 | $223.40 | $44.68 | $0.36 |
| 2016 | +30.69% | +$3068.54 | $254.97 | $51.00 | $0.41 |
| 2015 | +31.58% | +$3158.36 | $291.74 | $58.35 | $0.47 |
| 2014 | +6.01% | +$600.78 | $274.39 | $54.88 | $0.44 |
| 2013 | +33.85% | +$3384.90 | $318.41 | $63.68 | $0.51 |
| 2012 | +10.66% | +$1066.11 | $299.86 | $59.97 | $0.48 |
| 2011 | -7.29% | $728.71 | $271.32 | $54.26 | $0.43 |
| 2010 | +25.35% | +$2535.34 | $332.21 | $66.44 | $0.53 |
| 2009 | -39.76% | $3975.58 | $195.08 | $39.01 | $0.31 |
| 2008 | +8.54% | +$854.38 | $207.33 | $41.47 | $0.33 |
| 2007 | -16.44% | $1643.97 | $158.16 | $31.63 | $0.25 |
| 2006 | -11.75% | $1175.09 | $122.99 | $24.60 | $0.20 |
| 2005 | +21.17% | +$2116.69 | $142.99 | $28.60 | $0.23 |
| 2004 | +69.56% | +$6955.93 | $269.21 | $53.84 | $0.43 |
| 2003 | +22.78% | +$2278.36 | $230.04 | $46.01 | $0.37 |
| 2002 | +18.93% | +$1892.81 | $256.02 | $51.20 | $0.41 |
| 2001 | +48.16% | +$4816.03 | $367.78 | $73.56 | $0.59 |
| 2000 | -9.98% | $997.75 | $317.45 | $63.49 | $0.51 |
| 1999 | -31.52% | $3151.88 | $152.50 | $30.50 | $0.24 |
| 1998 | -22.92% | $2292.49 | $152.18 | $30.44 | $0.24 |
| 1997 | +27.16% | +$2716.21 | $176.80 | $35.36 | $0.28 |
| 1996 | +27.68% | +$2767.72 | $215.41 | $43.08 | $0.34 |
| 1995 | +54.93% | +$5493.37 | $300.76 | $60.15 | $0.48 |
| 1994 | +8.81% | +$881.23 | $287.11 | $57.42 | $0.46 |
| 1993 | -4.51% | $450.66 | $186.50 | $37.30 | $0.30 |
| 1992 | +40.50% | +$4049.95 | $241.33 | $48.27 | $0.38 |
| 1991 | +31.20% | +$3119.85 | $95.65 | $19.13 | $0.15 |
| 1990 | +6.56% | +$656.14 | $192.41 | $38.48 | $0.30 |
| 1989 | +11.00% | +$1100.03 | $387.95 | $77.59 | $0.62 |
| 1988 | +21.11% | +$2111.45 | $408.93 | $81.79 | $0.66 |
| 1987 | -19.14% | $1913.64 | $281.32 | $56.27 | $0.45 |
| 1986 | +53.09% | +$5308.59 | $92.31 | $18.46 | $0.15 |
| 1985 | +96.97% | +$9696.97 | $0.00 | $0.00 | $0.00 |
| 1984 | -48.44% | $4843.75 | $0.00 | $0.00 | $0.00 |
| 1983 | +0.79% | +$78.74 | $0.00 | $0.00 | $0.00 |
| 1982 | +11.80% | +$1179.57 | $0.00 | $0.00 | $0.00 |
| 1981 | +20.34% | +$2033.90 | $0.00 | $0.00 | $0.00 |
| 1980 partial | +14.56% (+18.82% ann.) | +$1456.31 | $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 | -9.07% | -2.05% | $907.15 | $1382.56 | $276.51 | $2.21 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +88.86% | +28.03% | +$8885.93 | $1004.91 | $200.98 | $1.61 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +165.30% | +21.56% | +$16529.98 | $1472.80 | $294.56 | $2.36 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -58.43% | -46.28% | $5843.07 | $215.64 | $43.13 | $0.35 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +13.50% | +3.82% | +$1350.23 | $1070.29 | $214.06 | $1.71 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +172.88% | +14.19% | +$17288.05 | $5668.37 | $1133.67 | $9.07 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -33.92% | -99.12% | $3391.63 | $73.51 | $14.70 | $0.12 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -40.20% | -56.28% | $4020.19 | $202.81 | $40.56 | $0.32 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -1.42% | -1.35% | $142.12 | $278.64 | $55.73 | $0.45 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +37.71% | +40.46% | +$3771.08 | $298.52 | $59.70 | $0.48 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -25.68% | -14.80% | $2568.44 | $443.93 | $88.79 | $0.71 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +91.49% | +51.30% | +$9148.76 | $384.84 | $76.97 | $0.62 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1986-12-09 | $0.0296 | 0.64% |
| 1987-02-24 | $0.0296 | 0.63% |
| 1987-05-29 | $0.0356 | 0.85% |
| 1987-08-26 | $0.0356 | 0.75% |
| 1987-12-04 | $0.0356 | 1.02% |
| 1988-02-24 | $0.0356 | 0.99% |
| 1988-05-25 | $0.0400 | 1.06% |
| 1988-08-26 | $0.0400 | 1.04% |
| 1988-12-06 | $0.0400 | 0.94% |
| 1989-02-23 | $0.0400 | 0.89% |
| 1989-05-25 | $0.0444 | 0.98% |
| 1989-08-28 | $0.0444 | 0.91% |
| 1989-12-11 | $0.0444 | 0.92% |
| 1990-02-23 | $0.0444 | 0.97% |
| 1990-12-11 | $0.0489 | 0.92% |
| 1991-12-10 | $0.0489 | 0.73% |
| 1992-02-25 | $0.0489 | 0.67% |
| 1992-05-26 | $0.0556 | 0.65% |
| 1992-08-26 | $0.0556 | 0.64% |
| 1993-02-23 | $0.0556 | 0.61% |
| 1993-08-26 | $0.0556 | 0.66% |
| 1993-12-09 | $0.0600 | 0.74% |
| 1994-02-23 | $0.0600 | 0.70% |
| 1994-05-25 | $0.0600 | 0.70% |
| 1994-08-26 | $0.0600 | 0.67% |
| 1994-12-09 | $0.0667 | 0.72% |
| 1995-02-24 | $0.0667 | 0.73% |
| 1995-05-25 | $0.0667 | 0.73% |
| 1995-08-30 | $0.0667 | 0.59% |
| 1995-12-14 | $0.0750 | 0.56% |
| 1996-02-28 | $0.0750 | 0.43% |
| 1996-05-30 | $0.0750 | 0.43% |
| 1996-08-29 | $0.0750 | 0.44% |
| 1996-12-18 | $0.0750 | 0.45% |
| 1997-03-03 | $0.0750 | 0.45% |
| 1997-05-28 | $0.0750 | 0.42% |
| 1997-08-29 | $0.0800 | 0.41% |
| 1997-12-11 | $0.0800 | 0.35% |
| 1998-03-02 | $0.0800 | 0.37% |
| 1998-05-28 | $0.0850 | 0.44% |
| 1998-08-28 | $0.0850 | 0.53% |
| 1998-12-11 | $0.0850 | 0.47% |
| 1999-05-27 | $0.0850 | 0.66% |
| 1999-08-30 | $0.0850 | 0.70% |
| 1999-12-13 | $0.0850 | 0.79% |
| 2000-02-28 | $0.0850 | 0.82% |
| 2000-05-30 | $0.0900 | 1.04% |
| 2000-08-30 | $0.0900 | 0.95% |
| 2000-12-13 | $0.0900 | 0.99% |
| 2001-02-27 | $0.0900 | 0.85% |
| 2001-05-30 | $0.0900 | 0.57% |
| 2001-08-29 | $0.0900 | 0.63% |
| 2001-12-12 | $0.0900 | 0.62% |
| 2002-02-27 | $0.0900 | 0.60% |
| 2002-05-29 | $0.0900 | 0.53% |
| 2002-08-29 | $0.0900 | 0.52% |
| 2002-12-11 | $0.0940 | 0.58% |
| 2003-02-27 | $0.0940 | 0.64% |
| 2003-05-29 | $0.0940 | 0.58% |
| 2003-08-27 | $0.0940 | 0.48% |
| 2003-12-11 | $0.1000 | 0.50% |
| 2004-02-26 | $0.1000 | 0.47% |
| 2004-05-27 | $0.1000 | 0.36% |
| 2004-08-30 | $0.1000 | 0.33% |
| 2004-12-16 | $0.2400 | 0.71% |
| 2005-02-25 | $0.1200 | 0.41% |
| 2005-05-27 | $0.1200 | 0.31% |
| 2005-08-30 | $0.1200 | 0.30% |
| 2005-12-13 | $0.1200 | 0.28% |
| 2006-02-27 | $0.1200 | 0.32% |
| 2006-05-30 | $0.1200 | 0.37% |
| 2006-08-30 | $0.1200 | 0.43% |
| 2006-12-13 | $0.1350 | 0.38% |
| 2007-02-27 | $0.1350 | 0.37% |
| 2007-05-30 | $0.1350 | 0.35% |
| 2007-08-29 | $0.1350 | 0.35% |
| 2007-12-12 | $0.1500 | 0.49% |
| 2008-02-28 | $0.1500 | 0.42% |
| 2008-05-29 | $0.1500 | 0.43% |
| 2008-08-28 | $0.1500 | 0.51% |
| 2008-12-11 | $0.1500 | 0.64% |
| 2009-02-26 | $0.1500 | 0.84% |
| 2009-05-28 | $0.1500 | 0.87% |
| 2009-08-28 | $0.1500 | 0.72% |
| 2009-12-11 | $0.1500 | 0.85% |
| 2010-02-25 | $0.1500 | 0.85% |
| 2010-05-27 | $0.1500 | 0.72% |
| 2010-08-30 | $0.1500 | 0.72% |
| 2010-12-13 | $0.1500 | 0.67% |
| 2011-02-25 | $0.1500 | 0.75% |
| 2011-05-27 | $0.1500 | 0.77% |
| 2011-08-30 | $0.1500 | 0.84% |
| 2011-12-13 | $0.1500 | 0.77% |
| 2012-02-28 | $0.1500 | 0.72% |
| 2012-05-30 | $0.1500 | 0.70% |
| 2012-08-29 | $0.1500 | 0.67% |
| 2012-12-12 | $0.1500 | 0.68% |
| 2013-02-27 | $0.1500 | 0.60% |
| 2013-05-29 | $0.1800 | 0.64% |
| 2013-08-29 | $0.1800 | 0.61% |
| 2013-11-27 | $0.1800 | 0.60% |
| 2014-02-27 | $0.1800 | 0.62% |
| 2014-05-29 | $0.2000 | 0.72% |
| 2014-08-28 | $0.2000 | 0.67% |
| 2014-11-26 | $0.2000 | 0.70% |
| 2015-02-26 | $0.2000 | 0.70% |
| 2015-05-28 | $0.2200 | 0.72% |
| 2015-08-28 | $0.2200 | 0.66% |
| 2015-11-27 | $0.2200 | 0.56% |
| 2016-02-26 | $0.2200 | 0.53% |
| 2016-05-27 | $0.2500 | 0.60% |
| 2016-08-30 | $0.2500 | 0.58% |
| 2016-11-29 | $0.2500 | 0.54% |
| 2017-02-27 | $0.2500 | 0.59% |
| 2017-05-30 | $0.2800 | 0.65% |
| 2017-08-30 | $0.2800 | 0.66% |
| 2017-11-30 | $0.2800 | 0.57% |
| 2018-03-06 | $0.2800 | 0.62% |
| 2018-05-31 | $0.3100 | 0.57% |
| 2018-08-02 | $3.0000 | 4.92% |
| 2018-08-30 | $0.3100 | 0.62% |
| 2018-11-29 | $0.3100 | 0.59% |
| 2019-02-28 | $0.3100 | 0.64% |
| 2019-05-30 | $0.3300 | 0.70% |
| 2019-08-29 | $0.3300 | 0.73% |
| 2019-11-27 | $0.3300 | 0.75% |
| 2020-03-05 | $0.3300 | 0.81% |
| 2020-06-04 | $0.3300 | 1.12% |
| 2020-09-03 | $0.3300 | 1.34% |
| 2020-12-03 | $0.1500 | 0.65% |
| 2021-03-04 | $0.1500 | 0.47% |
| 2021-06-03 | $0.1500 | 0.49% |
| 2021-09-02 | $0.1500 | 0.58% |
| 2021-12-02 | $0.1500 | 0.69% |
| 2022-03-03 | $0.1500 | 0.54% |
| 2022-06-02 | $0.1600 | 0.49% |
| 2022-09-01 | $0.1600 | 0.54% |
| 2022-12-01 | $0.1600 | 0.52% |
| 2023-03-09 | $0.1600 | 0.58% |
| 2023-06-01 | $0.1600 | 0.74% |
| 2023-08-31 | $0.1600 | 0.79% |
| 2023-11-30 | $0.1600 | 0.77% |
| 2024-03-07 | $0.1600 | 0.70% |
| 2024-05-31 | $0.1600 | 0.72% |
| 2024-08-30 | $0.1600 | 0.78% |
| 2024-11-29 | $0.1600 | 0.53% |
| 2025-03-07 | $0.1600 | 0.56% |
| 2025-06-06 | $0.1600 | 0.57% |
| 2025-08-29 | $0.1600 | 0.52% |
| 2025-12-05 | $0.1600 | 0.44% |
| Total | 150 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 |
|---|---|---|---|---|
| 2021-06-03 | $44.05 | $8.81 | $0.07 | 1.1353 |
| 2021-09-02 | $44.22 | $8.84 | $0.07 | 1.3830 |
| 2021-12-02 | $44.43 | $8.89 | $0.07 | 1.5780 |
| 2022-03-03 | $44.67 | $8.93 | $0.07 | 1.2705 |
| 2022-06-02 | $47.85 | $9.57 | $0.08 | 1.1697 |
| 2022-09-01 | $48.04 | $9.61 | $0.08 | 1.3103 |
| 2022-12-01 | $48.25 | $9.65 | $0.08 | 1.3219 |
| 2023-03-09 | $48.46 | $9.69 | $0.08 | 1.4329 |
| 2023-06-01 | $48.69 | $9.74 | $0.08 | 1.7954 |
| 2023-08-31 | $48.97 | $9.79 | $0.08 | 1.9778 |
| 2023-11-30 | $49.29 | $9.86 | $0.08 | 1.8838 |
| 2024-03-07 | $49.59 | $9.92 | $0.08 | 1.7691 |
| 2024-05-31 | $49.87 | $9.97 | $0.08 | 1.7896 |
| 2024-08-30 | $50.16 | $10.03 | $0.08 | 1.9564 |
| 2024-11-29 | $50.47 | $10.09 | $0.08 | 1.3169 |
| 2025-03-07 | $50.68 | $10.14 | $0.08 | 1.4473 |
| 2025-06-06 | $50.92 | $10.18 | $0.08 | 1.4319 |
| 2025-08-29 | $51.14 | $10.23 | $0.08 | 1.3284 |
| 2025-12-05 | $51.36 | $10.27 | $0.08 | 1.1742 |
| Total | $921.11 | $184.22 | $1.47 | 28.4724 |
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.