United-Guardian, Inc. (UG) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$5,242
Total Return
-47.58%
CAGR
-12.12%
Dividends
$1,903.75
Yield on Cost
19.04%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.24% |
| Median | -0.33% |
| Best | +41.59% |
| Worst | -33.03% |
| % of Windows Positive | 47.9% |
1-Year (252 Trading Days)
| Average | -8.99% |
| Median | -19.53% |
| Best | +138.32% |
| Worst | -63.30% |
| % of Windows Positive | 32.0% |
3-Year (756 Trading Days)
| Average | -29.94% |
| Median | -33.66% |
| Best | +28.25% |
| Worst | -64.29% |
| % of Windows Positive | 9.4% |
Risk Metrics
| Maximum Drawdown | -76.32% |
| Average Drawdown | -49.43% |
| Drawdown Duration | 1039 Trading Days (Unrecovered) |
| Sortino Ratio | -0.08 |
| Calmar Ratio | -0.16 |
| CVaR (5%) | -6.57% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +16.71% (+44.25% ann.) | +$1670.51 | $405.84 | $81.17 | $0.65 |
| 2025 | -32.33% | $3232.92 | $634.35 | $126.87 | $1.02 |
| 2024 | +38.91% | +$3890.73 | $843.81 | $168.76 | $1.35 |
| 2023 | -30.35% | $3035.30 | $95.79 | $19.16 | $0.15 |
| 2022 | -34.04% | $3403.78 | $416.77 | $83.35 | $0.67 |
| 2021 | +20.80% | +$2080.35 | $796.11 | $159.22 | $1.27 |
| 2020 | -23.96% | $2395.58 | $400.46 | $80.09 | $0.64 |
| 2019 | +11.92% | +$1191.66 | $606.45 | $121.29 | $0.97 |
| 2018 | +3.74% | +$373.82 | $573.62 | $114.72 | $0.92 |
| 2017 | +26.69% | +$2669.08 | $928.78 | $185.75 | $1.48 |
| 2016 | -16.08% | $1607.70 | $395.05 | $79.01 | $0.63 |
| 2015 | +0.40% | +$40.31 | $508.75 | $101.75 | $0.82 |
| 2014 | -27.92% | $2791.74 | $285.21 | $57.04 | $0.46 |
| 2013 | +47.39% | +$4738.74 | $496.75 | $99.35 | $0.79 |
| 2012 | +36.02% | +$3602.23 | $901.30 | $180.26 | $1.44 |
| 2011 | +13.62% | +$1362.15 | $577.49 | $115.50 | $0.93 |
| 2010 | +26.74% | +$2673.82 | $554.50 | $110.90 | $0.89 |
| 2009 | +30.72% | +$3071.83 | $660.72 | $132.14 | $1.06 |
| 2008 | -7.61% | $761.32 | $533.52 | $106.70 | $0.85 |
| 2007 | +19.81% | +$1981.40 | $615.45 | $123.09 | $0.98 |
| 2006 | +5.49% | +$548.59 | $534.11 | $106.82 | $0.86 |
| 2005 | +11.27% | +$1126.75 | $569.89 | $113.97 | $0.92 |
| 2004 | +12.05% | +$1204.67 | $557.51 | $111.51 | $0.89 |
| 2003 | +88.71% | +$8870.85 | $357.14 | $71.43 | $0.58 |
| 2002 | -17.58% | $1757.73 | $192.31 | $38.46 | $0.31 |
| 2001 | +28.00% | +$2799.62 | $242.43 | $48.48 | $0.38 |
| 2000 | +20.14% | +$2013.82 | $285.72 | $57.14 | $0.46 |
| 1999 | -20.48% | $2047.76 | $218.52 | $43.71 | $0.36 |
| 1998 | +6.17% | +$616.55 | $42.36 | $8.48 | $0.08 |
| 1997 | +145.02% | +$14502.14 | $342.84 | $68.56 | $0.57 |
| 1996 | +7.69% | +$769.22 | $0.00 | $0.00 | $0.00 |
| 1995 | -10.34% | $1034.49 | $0.00 | $0.00 | $0.00 |
| 1994 | -56.72% | $5671.64 | $0.00 | $0.00 | $0.00 |
| 1993 | -33.00% | $3300.00 | $0.00 | $0.00 | $0.00 |
| 1992 | -10.71% | $1071.43 | $0.00 | $0.00 | $0.00 |
| 1991 | +40.00% | +$3999.99 | $0.00 | $0.00 | $0.00 |
| 1990 | -28.57% | $2857.14 | $0.00 | $0.00 | $0.00 |
| 1989 | +36.59% | +$3658.53 | $0.00 | $0.00 | $0.00 |
| 1988 | -22.64% | $2264.15 | $0.00 | $0.00 | $0.00 |
| 1987 | +29.27% | +$2926.84 | $0.00 | $0.00 | $0.00 |
| 1986 | -41.43% | $4142.86 | $0.00 | $0.00 | $0.00 |
| 1985 | -24.26% | $2426.23 | $0.00 | $0.00 | $0.00 |
| 1984 | +77.92% | +$7791.66 | $0.00 | $0.00 | $0.00 |
| 1983 | +1.41% | +$140.85 | $0.00 | $0.00 | $0.00 |
| 1982 | +77.50% | +$7749.98 | $0.00 | $0.00 | $0.00 |
| 1981 | -42.86% | $4285.71 | $0.00 | $0.00 | $0.00 |
| 1980 partial | -23.91% (-29.21% ann.) | $2391.30 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +217.19% | +28.62% | +$21718.57 | $947.39 | $189.49 | $1.59 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -36.02% | -15.93% | $3601.78 | $367.16 | $73.42 | $0.58 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +269.76% | +29.92% | +$26975.83 | $6111.05 | $1222.21 | $9.83 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -31.10% | -23.18% | $3110.42 | $791.39 | $158.27 | $1.26 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +219.00% | +41.01% | +$21900.45 | $4042.78 | $808.55 | $6.47 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +33.46% | +3.89% | +$3345.88 | $5160.81 | $1032.16 | $8.25 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -30.43% | -98.41% | $3042.98 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +21.95% | +37.62% | +$2195.10 | $358.97 | $71.79 | $0.57 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +25.60% | +24.14% | +$2560.35 | $1087.00 | $217.40 | $1.74 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -21.00% | -22.14% | $2099.86 | $232.12 | $46.42 | $0.37 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +39.53% | +19.69% | +$3953.26 | $923.94 | $184.79 | $1.48 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -48.04% | -31.87% | $4803.83 | $598.07 | $119.61 | $0.96 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1997-12-10 | $0.0600 | 1.12% |
| 1998-12-08 | $0.0180 | 0.33% |
| 1999-12-08 | $0.0180 | 0.50% |
| 1999-12-13 | $0.0800 | 2.21% |
| 2000-12-14 | $0.1000 | 2.35% |
| 2001-12-21 | $0.1000 | 1.89% |
| 2002-12-18 | $0.1000 | 2.56% |
| 2003-12-11 | $0.1500 | 1.82% |
| 2004-09-22 | $0.2500 | 3.71% |
| 2004-12-13 | $0.1800 | 2.28% |
| 2005-05-27 | $0.2500 | 3.29% |
| 2005-12-13 | $0.2200 | 2.22% |
| 2006-05-31 | $0.2500 | 2.74% |
| 2006-12-22 | $0.2200 | 2.31% |
| 2007-05-30 | $0.2700 | 2.03% |
| 2007-12-13 | $0.2800 | 2.61% |
| 2008-05-29 | $0.2700 | 2.12% |
| 2008-12-11 | $0.2800 | 3.21% |
| 2009-05-28 | $0.2800 | 3.04% |
| 2009-12-16 | $0.3200 | 2.68% |
| 2010-05-25 | $0.3000 | 2.46% |
| 2010-12-13 | $0.3300 | 2.32% |
| 2011-05-25 | $0.3600 | 2.30% |
| 2011-12-14 | $0.4400 | 2.90% |
| 2012-05-31 | $0.4200 | 1.90% |
| 2012-12-12 | $0.9400 | 4.89% |
| 2013-05-28 | $0.4700 | 1.77% |
| 2013-12-04 | $0.5000 | 1.87% |
| 2014-05-28 | $0.4800 | 1.47% |
| 2014-12-04 | $0.3200 | 1.59% |
| 2015-05-28 | $0.5000 | 2.20% |
| 2015-11-27 | $0.5000 | 2.62% |
| 2016-05-27 | $0.3500 | 2.01% |
| 2016-12-08 | $0.4000 | 2.37% |
| 2017-05-25 | $0.4200 | 2.37% |
| 2017-12-08 | $1.0000 | 4.84% |
| 2018-05-29 | $0.5000 | 2.51% |
| 2018-12-07 | $0.5500 | 3.14% |
| 2019-05-30 | $0.5500 | 2.71% |
| 2019-12-02 | $0.5500 | 2.72% |
| 2020-06-02 | $0.4200 | 2.30% |
| 2020-11-30 | $0.3600 | 2.35% |
| 2021-05-27 | $0.4800 | 2.70% |
| 2021-11-26 | $0.6500 | 3.80% |
| 2022-05-20 | $0.3700 | 2.10% |
| 2022-11-25 | $0.3100 | 2.60% |
| 2023-07-25 | $0.1000 | 1.17% |
| 2024-02-09 | $0.2500 | 2.81% |
| 2024-07-23 | $0.3500 | 2.80% |
| 2025-02-10 | $0.3500 | 3.13% |
| 2025-07-25 | $0.2500 | 2.66% |
| 2026-02-09 | $0.2500 | 3.50% |
| Total | 52 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 |
|---|---|---|---|---|
| 2021-11-26 | $398.04 | $79.61 | $0.64 | 19.8995 |
| 2022-05-20 | $233.94 | $46.79 | $0.37 | 11.3889 |
| 2022-11-25 | $199.54 | $39.91 | $0.32 | 13.4892 |
| 2023-07-25 | $65.72 | $13.14 | $0.11 | 6.4934 |
| 2024-02-09 | $165.91 | $33.18 | $0.27 | 14.3048 |
| 2024-07-23 | $237.28 | $47.46 | $0.38 | 16.3315 |
| 2025-02-10 | $243.00 | $48.60 | $0.39 | 17.8810 |
| 2025-07-25 | $178.04 | $35.61 | $0.29 | 16.9829 |
| 2026-02-09 | $182.28 | $36.46 | $0.29 | 20.7613 |
| Total | $1903.75 | $380.75 | $3.05 | 137.5325 |
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.