Universal Health Services, Inc. (UHS) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$9,372
Total Return
-6.28%
CAGR
-1.29%
Dividends
$241.70
Yield on Cost
2.42%

Rolling Returns

1-Month (21 Trading Days)
Average+0.59%
Median-0.21%
Best+41.89%
Worst-23.57%
% of Windows Positive49.3%
1-Year (252 Trading Days)
Average+12.37%
Median+10.27%
Best+91.14%
Worst-38.97%
% of Windows Positive70.8%
3-Year (756 Trading Days)
Average+54.63%
Median+52.02%
Best+146.61%
Worst+6.82%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -44.98%
Average Drawdown -16.12%
Drawdown Duration 626 Trading Days
Sortino Ratio 0.16
Calmar Ratio -0.03
CVaR (5%) -4.82%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -32.99% (-61.31% ann.) $3299.10 $9.17 $1.83 $0.01
2025 +21.92% +$2191.61 $44.65 $8.93 $0.07
2024 +18.09% +$1808.67 $52.55 $10.51 $0.08
2023 +8.71% +$871.28 $56.88 $11.38 $0.09
2022 +9.23% +$923.20 $61.82 $12.36 $0.10
2021 -5.27% $527.43 $58.28 $11.66 $0.09
2020 -4.03% $403.08 $13.94 $2.79 $0.02
2019 +23.51% +$2350.71 $51.54 $10.31 $0.08
2018 +3.10% +$309.81 $35.33 $7.07 $0.06
2017 +6.85% +$685.17 $37.64 $7.53 $0.06
2016 -10.74% $1073.95 $33.51 $6.70 $0.05
2015 +7.67% +$766.95 $35.99 $7.20 $0.06
2014 +37.25% +$3724.70 $36.95 $7.39 $0.06
2013 +68.46% +$6845.58 $41.40 $8.28 $0.07
2012 +25.76% +$2576.46 $154.87 $30.97 $0.25
2011 -10.18% $1017.76 $46.12 $9.22 $0.07
2010 +43.00% +$4299.75 $65.69 $13.14 $0.10
2009 +63.13% +$6313.49 $77.34 $15.47 $0.12
2008 -26.25% $2625.19 $62.61 $12.52 $0.10
2007 -7.20% $720.17 $57.83 $11.56 $0.09
2006 +19.16% +$1916.42 $68.59 $13.72 $0.11
2005 +5.56% +$556.17 $72.05 $14.41 $0.12
2004 -16.71% $1670.73 $59.69 $11.94 $0.10
2003 +19.26% +$1925.61 $17.74 $3.55 $0.03
2002 +5.42% +$542.31 $0.00 $0.00 $0.00
2001 -23.44% $2343.62 $0.00 $0.00 $0.00
2000 +210.42% +$21041.67 $0.00 $0.00 $0.00
1999 -30.60% $3060.24 $0.00 $0.00 $0.00
1998 +2.98% +$297.77 $0.00 $0.00 $0.00
1997 +75.98% +$7598.25 $0.00 $0.00 $0.00
1996 +29.01% +$2901.41 $0.00 $0.00 $0.00
1995 +81.12% +$8112.24 $0.00 $0.00 $0.00
1994 +20.99% +$2098.77 $0.00 $0.00 $0.00
1993 +43.36% +$4336.29 $0.00 $0.00 $0.00
1992 +2.73% +$272.73 $0.00 $0.00 $0.00
1991 +50.68% +$5068.50 $0.00 $0.00 $0.00
1990 -1.35% $135.14 $0.00 $0.00 $0.00
1989 +50.10% +$5010.06 $320.00 $64.01 $0.52
1988 +42.86% +$4285.71 $0.00 $0.00 $0.00
1987 -37.50% $3750.00 $0.00 $0.00 $0.00
1986 -51.72% $5172.41 $0.00 $0.00 $0.00
1985 +45.00% +$4500.01 $0.00 $0.00 $0.00
1984 -13.04% $1304.35 $0.00 $0.00 $0.00
1983 -34.75% $3475.18 $0.00 $0.00 $0.00
1982 +77.36% +$7735.84 $0.00 $0.00 $0.00
1981 partial -1.85% (-3.83% ann.) $185.18 $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 +143.08% +21.37% +$14307.69 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +163.71% +45.76% +$16370.84 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 -1.02% -0.20% $101.73 $247.35 $49.47 $0.40
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -37.93% -28.65% $3792.86 $96.31 $19.26 $0.15
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +139.03% +29.45% +$13903.02 $375.54 $75.11 $0.60
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +272.94% +19.00% +$27294.46 $848.54 $169.71 $1.36
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -48.63% -99.95% $4863.05 $14.28 $2.86 $0.02
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +49.21% +90.38% +$4920.68 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -4.03% -3.83% $403.40 $47.38 $9.48 $0.08
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -5.56% -5.89% $555.89 $67.42 $13.48 $0.11
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +92.33% +42.31% +$9232.50 $131.90 $26.38 $0.21
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 -37.49% -24.08% $3749.43 $51.24 $10.25 $0.08

Dividend History

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

Date Per Share Yield %
1989-09-26 $0.0250 1.80%
2003-11-26 $0.0400 0.15%
2004-02-26 $0.0400 0.15%
2004-05-27 $0.0400 0.18%
2004-08-30 $0.0400 0.18%
2004-11-29 $0.0400 0.17%
2005-02-25 $0.0400 0.18%
2005-05-27 $0.0400 0.14%
2005-08-30 $0.0400 0.15%
2005-11-29 $0.0400 0.17%
2006-02-27 $0.0400 0.16%
2006-05-30 $0.0400 0.16%
2006-08-30 $0.0400 0.14%
2006-11-29 $0.0400 0.15%
2007-02-27 $0.0400 0.14%
2007-05-30 $0.0400 0.13%
2007-08-29 $0.0400 0.16%
2007-11-29 $0.0400 0.16%
2008-02-28 $0.0400 0.16%
2008-05-29 $0.0400 0.13%
2008-08-28 $0.0400 0.13%
2008-11-26 $0.0400 0.22%
2009-02-26 $0.0400 0.21%
2009-05-28 $0.0400 0.14%
2009-08-28 $0.0400 0.13%
2009-11-27 $0.0250 0.08%
2010-02-25 $0.0500 0.16%
2010-05-27 $0.0500 0.12%
2010-08-30 $0.0500 0.16%
2010-11-29 $0.0500 0.12%
2011-02-25 $0.0500 0.11%
2011-05-27 $0.0500 0.09%
2011-08-30 $0.0500 0.13%
2011-11-29 $0.0500 0.13%
2012-02-28 $0.0500 0.11%
2012-05-30 $0.0500 0.13%
2012-08-30 $0.0500 0.13%
2012-11-29 $0.0500 0.11%
2012-12-13 $0.4000 0.87%
2013-02-27 $0.0500 0.09%
2013-05-30 $0.0500 0.07%
2013-08-29 $0.0500 0.07%
2013-11-27 $0.0500 0.06%
2014-02-27 $0.0500 0.06%
2014-05-29 $0.0500 0.06%
2014-08-28 $0.1000 0.09%
2014-11-28 $0.1000 0.10%
2015-02-26 $0.1000 0.09%
2015-05-28 $0.1000 0.08%
2015-08-28 $0.1000 0.07%
2015-11-27 $0.1000 0.08%
2016-02-26 $0.1000 0.09%
2016-05-27 $0.1000 0.07%
2016-08-30 $0.1000 0.08%
2016-11-29 $0.1000 0.08%
2017-02-27 $0.1000 0.08%
2017-05-30 $0.1000 0.09%
2017-08-30 $0.1000 0.09%
2017-11-30 $0.1000 0.09%
2018-02-28 $0.1000 0.09%
2018-05-31 $0.1000 0.09%
2018-08-31 $0.1000 0.08%
2018-11-30 $0.1000 0.07%
2019-02-28 $0.1000 0.08%
2019-05-31 $0.1000 0.08%
2019-08-30 $0.2000 0.14%
2019-12-04 $0.2000 0.14%
2020-02-28 $0.2000 0.16%
2021-03-12 $0.2000 0.15%
2021-06-01 $0.2000 0.13%
2021-08-31 $0.2000 0.13%
2021-11-30 $0.2000 0.16%
2022-02-28 $0.2000 0.14%
2022-05-31 $0.2000 0.16%
2022-08-31 $0.2000 0.20%
2022-11-30 $0.2000 0.15%
2023-02-28 $0.2000 0.14%
2023-05-31 $0.2000 0.15%
2023-08-31 $0.2000 0.15%
2023-11-30 $0.2000 0.15%
2024-02-29 $0.2000 0.12%
2024-06-03 $0.2000 0.11%
2024-09-03 $0.2000 0.08%
2024-12-03 $0.2000 0.10%
2025-03-03 $0.2000 0.11%
2025-06-02 $0.2000 0.11%
2025-09-02 $0.2000 0.11%
2025-12-01 $0.2000 0.08%
2026-03-02 $0.2000 0.10%
Total 89 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
2021-08-31 $12.59 $2.52 $0.02 0.0645
2021-11-30 $12.60 $2.52 $0.02 0.0847
2022-02-28 $12.62 $2.52 $0.02 0.0700
2022-05-31 $12.63 $2.53 $0.02 0.0809
2022-08-31 $12.65 $2.53 $0.02 0.1032
2022-11-30 $12.67 $2.53 $0.02 0.0773
2023-02-28 $12.69 $2.54 $0.02 0.0758
2023-05-31 $12.70 $2.54 $0.02 0.0767
2023-08-31 $12.72 $2.54 $0.02 0.0754
2023-11-30 $12.73 $2.55 $0.02 0.0739
2024-02-29 $12.75 $2.55 $0.02 0.0609
2024-06-03 $12.76 $2.55 $0.02 0.0546
2024-09-03 $12.77 $2.55 $0.02 0.0431
2024-12-03 $12.78 $2.56 $0.02 0.0514
2025-03-03 $12.79 $2.56 $0.02 0.0581
2025-06-02 $12.80 $2.56 $0.02 0.0545
2025-09-02 $12.81 $2.56 $0.02 0.0564
2025-12-01 $12.82 $2.56 $0.02 0.0428
2026-03-02 $12.83 $2.57 $0.02 0.0496
Total $241.70 $48.34 $0.39 1.2541

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.

VALU

CAGR 4.18% Total 484.08% Final $58,408
1983-05-10 — 2026-06-03
DHC

CAGR 5.49% Total 307.16% Final $40,716
2000-02-23 — 2026-06-03
MTW

CAGR 7.05% Total 1077.97% Final $117,797
1990-03-26 — 2026-06-03