Union Bankshares, Inc. (UNB) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$8,211
Total Return
-17.89%
CAGR
-3.87%
Dividends
$2,291.65
Yield on Cost
22.92%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.04% |
| Median | -0.53% |
| Best | +33.69% |
| Worst | -23.79% |
| % of Windows Positive | 47.2% |
1-Year (252 Trading Days)
| Average | +0.05% |
| Median | -2.98% |
| Best | +49.06% |
| Worst | -36.53% |
| % of Windows Positive | 44.7% |
3-Year (756 Trading Days)
| Average | +9.01% |
| Median | +11.74% |
| Best | +41.48% |
| Worst | -35.68% |
| % of Windows Positive | 80.0% |
Risk Metrics
| Maximum Drawdown | -41.91% |
| Average Drawdown | -23.75% |
| Drawdown Duration | 860 Trading Days |
| Sortino Ratio | 0.08 |
| Calmar Ratio | -0.09 |
| CVaR (5%) | -4.86% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -1.52% (-3.56% ann.) | $151.70 | $305.16 | $61.03 | $0.49 |
| 2025 | -14.64% | $1463.86 | $504.94 | $100.99 | $0.81 |
| 2024 | -1.76% | $176.50 | $476.95 | $95.39 | $0.76 |
| 2023 | +33.79% | +$3379.08 | $610.39 | $122.08 | $0.98 |
| 2022 | -16.26% | $1625.79 | $475.94 | $95.19 | $0.76 |
| 2021 | +20.01% | +$2000.97 | $520.23 | $104.05 | $0.83 |
| 2020 | -25.94% | $2593.81 | $358.15 | $71.63 | $0.58 |
| 2019 | -22.03% | $2202.56 | $262.03 | $52.41 | $0.42 |
| 2018 | -8.10% | $810.00 | $228.17 | $45.63 | $0.37 |
| 2017 | +18.95% | +$1895.47 | $257.32 | $51.47 | $0.41 |
| 2016 | +67.61% | +$6761.03 | $402.31 | $80.46 | $0.65 |
| 2015 | +21.36% | +$2136.19 | $460.34 | $92.07 | $0.74 |
| 2014 | +6.81% | +$680.72 | $457.95 | $91.59 | $0.73 |
| 2013 | +22.22% | +$2222.20 | $524.41 | $104.88 | $0.84 |
| 2012 | +6.89% | +$688.54 | $533.41 | $106.68 | $0.86 |
| 2011 | +9.11% | +$910.72 | $558.48 | $111.70 | $0.90 |
| 2010 | +12.14% | +$1214.44 | $599.91 | $119.98 | $0.96 |
| 2009 | +6.75% | +$675.26 | $628.40 | $125.68 | $1.01 |
| 2008 | -14.11% | $1411.31 | $559.31 | $111.86 | $0.89 |
| 2007 | -5.17% | $516.92 | $507.98 | $101.60 | $0.81 |
| 2006 | +2.07% | +$207.21 | $471.53 | $94.31 | $0.76 |
| 2005 | -0.13% | $13.42 | $585.53 | $117.11 | $0.94 |
| 2004 | -6.70% | $670.48 | $344.01 | $68.80 | $0.55 |
| 2003 | +65.41% | +$6540.99 | $503.75 | $100.74 | $0.81 |
| 2002 | +10.76% | +$1076.22 | $497.78 | $99.56 | $0.79 |
| 2001 | +41.25% | +$4125.39 | $625.86 | $125.18 | $1.00 |
| 2000 | +9.12% | +$911.94 | $162.50 | $32.50 | $0.26 |
| 1999 partial | -20.00% (-43.22% ann.) | $2000.00 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | August 9, 1999 – March 10, 2000 | -22.50% | -35.28% | $2250.00 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +58.49% | +19.60% | +$5849.39 | $1664.72 | $332.95 | $2.66 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +67.95% | +10.93% | +$6794.90 | $3668.48 | $733.69 | $5.87 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -18.18% | -13.24% | $1818.03 | $828.89 | $165.78 | $1.32 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +49.64% | +12.68% | +$4963.86 | $2434.92 | $486.98 | $3.91 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +103.42% | +9.84% | +$10341.60 | $4714.47 | $942.89 | $7.55 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -41.92% | -99.80% | $4192.18 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +10.32% | +17.13% | +$1032.38 | $477.67 | $95.54 | $0.77 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +42.08% | +39.54% | +$4207.93 | $592.08 | $118.42 | $0.95 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -20.09% | -21.19% | $2008.87 | $454.17 | $90.83 | $0.73 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +14.24% | +7.45% | +$1424.16 | $1071.30 | $214.26 | $1.71 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -3.96% | -2.34% | $396.45 | $1015.25 | $203.05 | $1.63 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2000-10-11 | $0.1733 | 1.51% |
| 2001-01-10 | $0.1733 | 1.51% |
| 2001-04-10 | $0.1733 | 1.49% |
| 2001-07-11 | $0.1733 | 1.39% |
| 2001-10-11 | $0.1867 | 1.45% |
| 2002-01-10 | $0.1867 | 1.24% |
| 2002-04-11 | $0.1867 | 1.25% |
| 2002-07-11 | $0.1867 | 1.19% |
| 2002-10-09 | $0.2000 | 1.30% |
| 2003-01-22 | $0.2000 | 1.12% |
| 2003-04-23 | $0.2000 | 1.08% |
| 2003-07-23 | $0.2000 | 0.89% |
| 2003-10-22 | $0.2200 | 0.79% |
| 2004-01-21 | $0.2200 | 0.83% |
| 2004-04-21 | $0.2200 | 0.94% |
| 2004-07-21 | $0.2200 | 0.97% |
| 2004-10-20 | $0.2400 | 1.00% |
| 2005-01-20 | $0.6400 | 2.59% |
| 2005-04-21 | $0.2400 | 1.09% |
| 2005-07-21 | $0.2400 | 1.08% |
| 2005-10-20 | $0.2600 | 1.22% |
| 2006-01-19 | $0.2600 | 1.08% |
| 2006-04-20 | $0.2600 | 1.22% |
| 2006-07-20 | $0.2600 | 1.18% |
| 2006-10-20 | $0.2800 | 1.29% |
| 2007-01-18 | $0.2800 | 1.27% |
| 2007-04-19 | $0.2800 | 1.28% |
| 2007-07-19 | $0.2800 | 1.27% |
| 2007-10-18 | $0.2800 | 1.35% |
| 2008-01-23 | $0.2800 | 1.39% |
| 2008-04-24 | $0.2800 | 1.43% |
| 2008-07-24 | $0.2800 | 1.47% |
| 2008-10-23 | $0.2800 | 1.53% |
| 2009-01-28 | $0.2800 | 1.64% |
| 2009-04-23 | $0.2500 | 1.54% |
| 2009-07-22 | $0.2500 | 1.64% |
| 2009-10-28 | $0.2500 | 1.54% |
| 2010-01-27 | $0.2500 | 1.43% |
| 2010-04-28 | $0.2500 | 1.33% |
| 2010-07-28 | $0.2500 | 1.39% |
| 2010-10-27 | $0.2500 | 1.38% |
| 2011-01-26 | $0.2500 | 1.35% |
| 2011-04-27 | $0.2500 | 1.28% |
| 2011-07-27 | $0.2500 | 1.28% |
| 2011-10-26 | $0.2500 | 1.27% |
| 2012-01-25 | $0.2500 | 1.31% |
| 2012-04-25 | $0.2500 | 1.31% |
| 2012-07-25 | $0.2500 | 1.26% |
| 2012-10-24 | $0.2500 | 1.25% |
| 2013-01-23 | $0.2500 | 1.21% |
| 2013-04-24 | $0.2500 | 1.20% |
| 2013-07-24 | $0.2500 | 1.13% |
| 2013-10-23 | $0.2600 | 1.18% |
| 2014-01-22 | $0.2600 | 1.05% |
| 2014-04-23 | $0.2600 | 1.07% |
| 2014-07-23 | $0.2600 | 1.04% |
| 2014-10-22 | $0.2600 | 1.08% |
| 2015-01-28 | $0.2700 | 1.07% |
| 2015-04-23 | $0.2700 | 1.02% |
| 2015-07-23 | $0.2700 | 1.02% |
| 2015-10-28 | $0.2700 | 0.97% |
| 2016-01-27 | $0.2700 | 0.98% |
| 2016-04-27 | $0.2800 | 0.97% |
| 2016-07-27 | $0.2800 | 0.81% |
| 2016-10-26 | $0.2800 | 0.85% |
| 2017-01-25 | $0.2900 | 0.70% |
| 2017-04-26 | $0.2900 | 0.70% |
| 2017-07-26 | $0.2900 | 0.62% |
| 2017-10-26 | $0.2900 | 0.60% |
| 2018-01-25 | $0.3000 | 0.56% |
| 2018-04-27 | $0.3000 | 0.58% |
| 2018-07-27 | $0.3000 | 0.57% |
| 2018-10-26 | $0.3000 | 0.65% |
| 2019-01-25 | $0.3100 | 0.65% |
| 2019-04-29 | $0.3100 | 0.81% |
| 2019-07-26 | $0.3100 | 0.90% |
| 2019-10-25 | $0.3100 | 0.93% |
| 2020-01-24 | $0.3200 | 0.89% |
| 2020-04-24 | $0.3200 | 1.37% |
| 2020-07-24 | $0.3200 | 1.61% |
| 2020-10-29 | $0.3200 | 1.43% |
| 2021-01-29 | $0.3300 | 1.19% |
| 2021-04-29 | $0.3300 | 0.98% |
| 2021-07-29 | $0.3300 | 1.02% |
| 2021-10-28 | $0.3300 | 1.03% |
| 2022-01-27 | $0.3500 | 1.09% |
| 2022-04-28 | $0.3500 | 1.14% |
| 2022-07-28 | $0.3500 | 1.36% |
| 2022-10-27 | $0.3500 | 1.31% |
| 2023-01-26 | $0.3600 | 1.29% |
| 2023-04-27 | $0.3600 | 1.60% |
| 2023-07-27 | $0.3600 | 1.46% |
| 2023-10-26 | $0.3600 | 1.43% |
| 2024-01-25 | $0.3600 | 1.17% |
| 2024-04-25 | $0.3600 | 1.30% |
| 2024-07-26 | $0.3600 | 1.43% |
| 2024-10-25 | $0.3600 | 1.24% |
| 2025-01-24 | $0.3600 | 1.12% |
| 2025-04-25 | $0.3600 | 1.01% |
| 2025-07-25 | $0.3600 | 1.25% |
| 2025-10-24 | $0.3600 | 1.43% |
| 2026-01-30 | $0.3600 | 1.44% |
| 2026-04-27 | $0.3600 | 1.45% |
| Total | 103 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 |
|---|---|---|---|---|
| 2021-07-29 | $96.58 | $19.31 | $0.16 | 2.3798 |
| 2021-10-28 | $97.36 | $19.47 | $0.16 | 2.4483 |
| 2022-01-27 | $104.12 | $20.82 | $0.17 | 2.6474 |
| 2022-04-28 | $105.05 | $21.01 | $0.17 | 2.7498 |
| 2022-07-28 | $106.01 | $21.20 | $0.17 | 3.3295 |
| 2022-10-27 | $107.17 | $21.43 | $0.17 | 3.2948 |
| 2023-01-26 | $111.42 | $22.28 | $0.18 | 3.3343 |
| 2023-04-27 | $112.62 | $22.52 | $0.18 | 4.0650 |
| 2023-07-27 | $114.09 | $22.82 | $0.18 | 3.8400 |
| 2023-10-26 | $115.47 | $23.09 | $0.18 | 3.6367 |
| 2024-01-25 | $116.78 | $23.36 | $0.19 | 3.1193 |
| 2024-04-25 | $117.90 | $23.58 | $0.19 | 3.3499 |
| 2024-07-26 | $119.11 | $23.82 | $0.19 | 3.6393 |
| 2024-10-25 | $120.42 | $24.08 | $0.19 | 3.3452 |
| 2025-01-24 | $121.62 | $24.32 | $0.19 | 3.1394 |
| 2025-04-25 | $122.75 | $24.55 | $0.20 | 2.8138 |
| 2025-07-25 | $123.76 | $24.75 | $0.20 | 3.5115 |
| 2025-10-24 | $125.03 | $25.01 | $0.20 | 4.0316 |
| 2026-01-30 | $126.48 | $25.30 | $0.20 | 4.0571 |
| 2026-04-27 | $127.94 | $25.59 | $0.20 | 4.0957 |
| Total | $2291.65 | $458.33 | $3.67 | 66.8282 |
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.