Ulta Beauty, Inc. (ULTA) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$16,201
Total Return
62.01%
CAGR
10.13%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.26% |
| Median | +1.69% |
| Best | +28.65% |
| Worst | -26.64% |
| % of Windows Positive | 57.4% |
1-Year (252 Trading Days)
| Average | +12.53% |
| Median | +9.07% |
| Best | +96.10% |
| Worst | -42.67% |
| % of Windows Positive | 63.7% |
3-Year (756 Trading Days)
| Average | +13.79% |
| Median | +14.72% |
| Best | +43.89% |
| Worst | -17.63% |
| % of Windows Positive | 76.4% |
Risk Metrics
| Maximum Drawdown | -44.56% |
| Average Drawdown | -14.18% |
| Drawdown Duration | 435 Trading Days |
| Sortino Ratio | 0.66 |
| Calmar Ratio | 0.23 |
| CVaR (5%) | -4.73% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -11.89% (-35.88% ann.) | $1188.74 | $0.00 | $0.00 | $0.00 |
| 2025 | +39.11% | +$3910.51 | $0.00 | $0.00 | $0.00 |
| 2024 | -11.24% | $1123.70 | $0.00 | $0.00 | $0.00 |
| 2023 | +4.46% | +$445.99 | $0.00 | $0.00 | $0.00 |
| 2022 | +13.76% | +$1375.81 | $0.00 | $0.00 | $0.00 |
| 2021 | +43.59% | +$4359.24 | $0.00 | $0.00 | $0.00 |
| 2020 | +13.44% | +$1343.92 | $0.00 | $0.00 | $0.00 |
| 2019 | +3.39% | +$339.00 | $0.00 | $0.00 | $0.00 |
| 2018 | +9.47% | +$946.97 | $0.00 | $0.00 | $0.00 |
| 2017 | -12.27% | $1226.96 | $0.00 | $0.00 | $0.00 |
| 2016 | +37.81% | +$3780.54 | $0.00 | $0.00 | $0.00 |
| 2015 | +44.71% | +$4471.22 | $0.00 | $0.00 | $0.00 |
| 2014 | +32.45% | +$3244.92 | $0.00 | $0.00 | $0.00 |
| 2013 | -1.77% | $177.08 | $0.00 | $0.00 | $0.00 |
| 2012 | +52.72% | +$5271.98 | $154.04 | $30.81 | $0.25 |
| 2011 | +90.94% | +$9094.12 | $0.00 | $0.00 | $0.00 |
| 2010 | +87.22% | +$8722.47 | $0.00 | $0.00 | $0.00 |
| 2009 | +119.32% | +$11932.36 | $0.00 | $0.00 | $0.00 |
| 2008 | -51.72% | $5172.01 | $0.00 | $0.00 | $0.00 |
| 2007 partial | -42.49% (-95.10% ann.) | $4248.83 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| GFC / deleveraging / dollar shortage partial | October 25, 2007 – March 9, 2009 | -85.61% | -75.67% | $8561.37 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +1774.39% | +138.26% | +$177439.05 | $2217.32 | $443.46 | $3.57 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +243.71% | +17.72% | +$24370.73 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -52.47% | -99.98% | $5246.57 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +21.08% | +36.03% | +$2107.66 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +62.39% | +58.40% | +$6238.67 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +7.69% | +8.18% | +$768.85 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -6.28% | -3.44% | $627.51 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +32.37% | +19.57% | +$3237.24 | $0.00 | $0.00 | $0.00 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2012-03-16 | $1.0000 | 1.11% |
| Total | 1 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| Total | $0.00 | $0.00 | $0.00 | 0.0000 |
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.