Ubiquiti Inc. (UI) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$19,454
Total Return
94.54%
CAGR
14.24%
Dividends
$424.33
Yield on Cost
4.24%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.63% |
| Median | +0.31% |
| Best | +64.61% |
| Worst | -45.96% |
| % of Windows Positive | 51.3% |
1-Year (252 Trading Days)
| Average | +51.56% |
| Median | +4.72% |
| Best | +294.74% |
| Worst | -68.03% |
| % of Windows Positive | 54.0% |
3-Year (756 Trading Days)
| Average | +70.81% |
| Median | +54.81% |
| Best | +351.60% |
| Worst | -53.79% |
| % of Windows Positive | 77.8% |
Risk Metrics
| Maximum Drawdown | -69.51% |
| Average Drawdown | -26.61% |
| Drawdown Duration | 512 Trading Days |
| Sortino Ratio | 0.76 |
| Calmar Ratio | 0.20 |
| CVaR (5%) | -6.86% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +4.32% (+10.56% ann.) | +$432.26 | $28.93 | $5.79 | $0.05 |
| 2025 | +67.53% | +$6752.90 | $84.53 | $16.91 | $0.14 |
| 2024 | +140.45% | +$14045.06 | $172.85 | $34.57 | $0.28 |
| 2023 | -48.38% | $4838.36 | $88.03 | $17.61 | $0.14 |
| 2022 | -10.17% | $1017.02 | $78.48 | $15.70 | $0.13 |
| 2021 | +10.68% | +$1067.78 | $71.94 | $14.39 | $0.12 |
| 2020 | +48.27% | +$4826.78 | $74.27 | $14.85 | $0.12 |
| 2019 | +91.33% | +$9133.37 | $110.94 | $22.19 | $0.18 |
| 2018 | +40.54% | +$4053.74 | $70.48 | $14.10 | $0.11 |
| 2017 | +22.87% | +$2287.19 | $0.00 | $0.00 | $0.00 |
| 2016 | +82.39% | +$8239.20 | $0.00 | $0.00 | $0.00 |
| 2015 | +6.92% | +$691.63 | $0.00 | $0.00 | $0.00 |
| 2014 | -35.24% | $3524.40 | $36.99 | $7.40 | $0.06 |
| 2013 | +278.58% | +$27858.34 | $0.00 | $0.00 | $0.00 |
| 2012 | -32.63% | $3262.97 | $98.74 | $19.75 | $0.15 |
| 2011 partial | +4.17% (+21.39% ann.) | +$417.14 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy-led rebound / euro-sovereign-crisis overlay partial | October 14, 2011 – July 25, 2012 | -27.03% | -33.22% | $2702.86 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +1286.86% | +41.55% | +$128686.49 | $2107.72 | $421.53 | $3.35 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -12.36% | -77.81% | $1235.64 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +73.30% | +142.24% | +$7330.36 | $49.36 | $9.87 | $0.08 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +16.86% | +15.93% | +$1686.15 | $93.62 | $18.72 | $0.15 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -7.47% | -7.92% | $747.37 | $60.26 | $12.05 | $0.10 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -28.35% | -16.46% | $2835.12 | $163.72 | $32.74 | $0.26 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +179.77% | +82.79% | +$17977.12 | $241.79 | $48.36 | $0.39 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2012-12-20 | $0.1800 | 1.38% |
| 2014-10-15 | $0.1700 | 0.54% |
| 2018-08-31 | $0.2500 | 0.29% |
| 2018-11-16 | $0.2500 | 0.22% |
| 2019-02-14 | $0.2500 | 0.19% |
| 2019-05-17 | $0.2500 | 0.19% |
| 2019-08-16 | $0.3000 | 0.27% |
| 2019-11-15 | $0.3000 | 0.16% |
| 2020-02-14 | $0.3000 | 0.21% |
| 2020-05-15 | $0.3000 | 0.17% |
| 2020-08-28 | $0.4000 | 0.22% |
| 2020-11-13 | $0.4000 | 0.16% |
| 2021-02-12 | $0.4000 | 0.11% |
| 2021-05-14 | $0.4000 | 0.15% |
| 2021-09-03 | $0.6000 | 0.18% |
| 2021-11-12 | $0.6000 | 0.20% |
| 2022-02-11 | $0.6000 | 0.24% |
| 2022-05-13 | $0.6000 | 0.27% |
| 2022-09-02 | $0.6000 | 0.19% |
| 2022-11-10 | $0.6000 | 0.22% |
| 2023-02-10 | $0.6000 | 0.21% |
| 2023-05-12 | $0.6000 | 0.34% |
| 2023-09-01 | $0.6000 | 0.34% |
| 2023-11-10 | $0.6000 | 0.57% |
| 2024-02-16 | $0.6000 | 0.47% |
| 2024-05-17 | $0.6000 | 0.42% |
| 2024-09-03 | $0.6000 | 0.31% |
| 2024-11-18 | $0.6000 | 0.18% |
| 2025-02-18 | $0.6000 | 0.18% |
| 2025-05-19 | $0.6000 | 0.14% |
| 2025-09-02 | $0.8000 | 0.15% |
| 2025-11-17 | $0.8000 | 0.14% |
| 2026-02-17 | $0.8000 | 0.11% |
| 2026-05-18 | $0.8000 | 0.13% |
| Total | 34 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 |
|---|---|---|---|---|
| 2021-09-03 | $19.47 | $3.89 | $0.03 | 0.0469 |
| 2021-11-12 | $19.50 | $3.90 | $0.03 | 0.0509 |
| 2022-02-11 | $19.53 | $3.91 | $0.03 | 0.0653 |
| 2022-05-13 | $19.57 | $3.91 | $0.03 | 0.0652 |
| 2022-09-02 | $19.61 | $3.92 | $0.03 | 0.0518 |
| 2022-11-10 | $19.64 | $3.93 | $0.03 | 0.0531 |
| 2023-02-10 | $19.67 | $3.93 | $0.03 | 0.0562 |
| 2023-05-12 | $19.71 | $3.94 | $0.03 | 0.0897 |
| 2023-09-01 | $19.76 | $3.95 | $0.03 | 0.0890 |
| 2023-11-10 | $19.81 | $3.96 | $0.03 | 0.1472 |
| 2024-02-16 | $19.90 | $3.98 | $0.03 | 0.1253 |
| 2024-05-17 | $19.98 | $4.00 | $0.03 | 0.1090 |
| 2024-09-03 | $20.04 | $4.01 | $0.03 | 0.0819 |
| 2024-11-18 | $20.09 | $4.02 | $0.03 | 0.0479 |
| 2025-02-18 | $20.12 | $4.02 | $0.03 | 0.0476 |
| 2025-05-19 | $20.15 | $4.03 | $0.03 | 0.0374 |
| 2025-09-02 | $26.90 | $5.38 | $0.04 | 0.0406 |
| 2025-11-17 | $26.93 | $5.39 | $0.04 | 0.0397 |
| 2026-02-17 | $26.96 | $5.39 | $0.04 | 0.0309 |
| 2026-05-18 | $26.98 | $5.40 | $0.04 | 0.0357 |
| Total | $424.33 | $84.87 | $0.68 | 1.3113 |
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.