UL Solutions Inc. (ULS) Stock Total Returns
Growth of $10,000 chart
2024-04-12 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$28,481
Total Return
184.81%
CAGR
63.05%
Dividends
$341.83
Yield on Cost
3.42%
Rolling Returns
1-Month (21 Trading Days)
| Average | +4.91% |
| Median | +4.83% |
| Best | +35.17% |
| Worst | -17.96% |
| % of Windows Positive | 68.6% |
1-Year (252 Trading Days)
| Average | +55.51% |
| Median | +56.04% |
| Best | +99.90% |
| Worst | +14.70% |
| % of Windows Positive | 100.0% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -24.34% |
| Average Drawdown | -5.59% |
| Drawdown Duration | 95 Trading Days |
| Sortino Ratio | 2.59 |
| Calmar Ratio | 2.59 |
| CVaR (5%) | -4.41% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +24.63% (+68.56% ann.) | +$2462.57 | $36.80 | $7.36 | $0.06 |
| 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
about| 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 – June 3, 2026 | +100.63% | +50.42% | +$10063.32 | $190.33 | $38.07 | $0.31 |
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% |
| 2026-05-29 | $0.1450 | 0.15% |
| Total | 9 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2024-04-12 to 2026-06-03. 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 |
| 2026-05-29 | $42.08 | $8.42 | $0.07 | 0.3376 |
| Total | $341.83 | $68.37 | $0.56 | 4.3307 |
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.