UL Solutions Inc. (ULS) Stock Total Returns

Growth of $10,000 chart

2024-04-12 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$25,979
Total Return
159.79%
CAGR
61.02%
Dividends
$299.75
Yield on Cost
3.00%

Rolling Returns

1-Month (21 Trading Days)
Average+4.49%
Median+4.23%
Best+35.17%
Worst-17.96%
% of Windows Positive66.3%
1-Year (252 Trading Days)
Average+56.18%
Median+57.29%
Best+99.90%
Worst+14.70%
% of Windows Positive100.0%
3-Year (756 Trading Days)

Risk Metrics

Maximum Drawdown -24.34%
Average Drawdown -5.72%
Drawdown Duration 92 Trading Days (Unrecovered)
Sortino Ratio 2.51
Calmar Ratio 2.51
CVaR (5%) -4.38%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +13.67% (+56.85% ann.) +$1367.46 $18.39 $3.68 $0.03
2025 +59.08% +$5907.94 $104.52 $20.90 $0.17
2024 partial +43.66% (+65.39% ann.) +$4366.03 $107.58 $21.52 $0.18

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Disinflation rebound / AI-led narrow bull / higher-for-longer partial April 12, 2024 – September 17, 2024 +40.20% +118.40% +$4020.30 $71.65 $14.33 $0.12
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +83.00% +46.99% +$8300.33 $160.68 $32.14 $0.26

Dividend History

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

Date Per Share Yield %
2024-06-03 $0.1250 0.32%
2024-08-30 $0.1250 0.23%
2024-11-29 $0.1250 0.23%
2025-02-28 $0.1300 0.25%
2025-05-30 $0.1300 0.18%
2025-08-29 $0.1300 0.21%
2025-11-28 $0.1300 0.14%
2026-03-02 $0.1450 0.17%
Total 8 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2024-04-12 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2024-06-03 $35.78 $7.16 $0.06 0.7479
2024-08-30 $35.87 $7.17 $0.06 0.5251
2024-11-29 $35.93 $7.19 $0.06 0.5340
2025-02-28 $37.44 $7.49 $0.06 0.5620
2025-05-30 $37.51 $7.50 $0.06 0.4189
2025-08-29 $37.57 $7.51 $0.06 0.4748
2025-11-28 $37.63 $7.53 $0.06 0.3294
2026-03-02 $42.02 $8.40 $0.07 0.4009
Total $299.75 $59.95 $0.49 3.9930

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.

NRDY

CAGR -34.71% Total -89.90% Final $1,010
2020-11-27 — 2026-04-14
WINA

CAGR 11.65% Total 3549.88% Final $364,988
1993-08-25 — 2026-04-14
EGY

CAGR -1.56% Total -40.71% Final $5,929
1993-01-29 — 2026-04-14