Upbound Group, Inc. (UPBD) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$3,677
Total Return
-63.23%
CAGR
-18.14%
Dividends
$1,304.61
Yield on Cost
13.05%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.71% |
| Median | -1.08% |
| Best | +55.96% |
| Worst | -37.50% |
| % of Windows Positive | 46.3% |
1-Year (252 Trading Days)
| Average | -6.63% |
| Median | -8.86% |
| Best | +70.58% |
| Worst | -67.90% |
| % of Windows Positive | 41.9% |
3-Year (756 Trading Days)
| Average | -11.77% |
| Median | -12.48% |
| Best | +55.06% |
| Worst | -47.49% |
| % of Windows Positive | 26.3% |
Risk Metrics
| Maximum Drawdown | -72.21% |
| Average Drawdown | -49.54% |
| Drawdown Duration | 1251 Trading Days (Unrecovered) |
| Sortino Ratio | -0.25 |
| Calmar Ratio | -0.25 |
| CVaR (5%) | -6.68% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +3.70% (+8.99% ann.) | +$369.62 | $222.10 | $44.42 | $0.36 |
| 2025 | -36.34% | $3633.88 | $545.22 | $109.04 | $0.87 |
| 2024 | -10.79% | $1078.98 | $447.78 | $89.56 | $0.72 |
| 2023 | +56.48% | +$5648.42 | $626.02 | $125.20 | $1.00 |
| 2022 | -50.58% | $5057.83 | $288.48 | $57.70 | $0.46 |
| 2021 | +27.80% | +$2780.34 | $333.88 | $66.78 | $0.53 |
| 2020 | +38.32% | +$3832.40 | $518.70 | $103.74 | $0.83 |
| 2019 | +79.52% | +$7951.87 | $154.42 | $30.88 | $0.25 |
| 2018 | +45.86% | +$4585.59 | $0.00 | $0.00 | $0.00 |
| 2017 | +0.44% | +$43.76 | $214.60 | $42.92 | $0.34 |
| 2016 | -23.76% | $2376.22 | $161.03 | $32.20 | $0.26 |
| 2015 | -57.34% | $5734.22 | $267.14 | $53.43 | $0.43 |
| 2014 | +11.65% | +$1164.55 | $281.75 | $56.35 | $0.45 |
| 2013 | -1.11% | $110.91 | $252.04 | $50.41 | $0.40 |
| 2012 | -5.66% | $565.82 | $187.57 | $37.51 | $0.30 |
| 2011 | +16.36% | +$1635.59 | $186.97 | $37.39 | $0.30 |
| 2010 | +82.91% | +$8291.26 | $67.79 | $13.56 | $0.11 |
| 2009 | +0.40% | +$39.66 | $0.00 | $0.00 | $0.00 |
| 2008 | +21.56% | +$2155.65 | $0.00 | $0.00 | $0.00 |
| 2007 | -50.80% | $5079.63 | $0.00 | $0.00 | $0.00 |
| 2006 | +56.47% | +$5646.87 | $0.00 | $0.00 | $0.00 |
| 2005 | -28.83% | $2883.02 | $0.00 | $0.00 | $0.00 |
| 2004 | -11.67% | $1166.67 | $0.00 | $0.00 | $0.00 |
| 2003 | +50.15% | +$5015.01 | $0.00 | $0.00 | $0.00 |
| 2002 | +48.79% | +$4879.36 | $0.00 | $0.00 | $0.00 |
| 2001 | -2.70% | $269.56 | $0.00 | $0.00 | $0.00 |
| 2000 | +74.13% | +$7413.25 | $0.00 | $0.00 | $0.00 |
| 1999 | -37.60% | $3759.84 | $0.00 | $0.00 | $0.00 |
| 1998 | +54.88% | +$5487.81 | $0.00 | $0.00 | $0.00 |
| 1997 | +41.38% | +$4137.93 | $0.00 | $0.00 | $0.00 |
| 1996 | +5.45% | +$545.46 | $0.00 | $0.00 | $0.00 |
| 1995 partial | +258.70% (+297.60% ann.) | +$25869.57 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +18.45% | +3.76% | +$1844.66 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +176.04% | +48.37% | +$17604.32 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +7.46% | +1.45% | +$745.51 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -6.56% | -4.69% | $655.56 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +102.03% | +23.16% | +$10202.55 | $586.23 | $117.25 | $0.94 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -13.74% | -1.93% | $1373.70 | $1221.28 | $244.25 | $1.95 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -53.05% | -99.98% | $5305.33 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +119.99% | +255.57% | +$11998.74 | $614.13 | $122.83 | $0.98 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +57.11% | +53.51% | +$5710.89 | $410.26 | $82.05 | $0.66 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -51.59% | -53.72% | $5159.45 | $311.99 | $62.40 | $0.50 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +43.97% | +21.73% | +$4396.65 | $1115.23 | $223.05 | $1.78 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -36.01% | -23.03% | $3600.57 | $914.42 | $182.88 | $1.46 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2010-08-10 | $0.0600 | 0.27% |
| 2010-11-03 | $0.0600 | 0.24% |
| 2011-01-03 | $0.0600 | 0.19% |
| 2011-04-04 | $0.0600 | 0.17% |
| 2011-06-29 | $0.1600 | 0.53% |
| 2011-10-05 | $0.1600 | 0.58% |
| 2011-12-30 | $0.1600 | 0.42% |
| 2012-04-02 | $0.1600 | 0.42% |
| 2012-06-28 | $0.1600 | 0.49% |
| 2012-09-27 | $0.1600 | 0.45% |
| 2012-12-31 | $0.2100 | 0.62% |
| 2013-04-02 | $0.2100 | 0.58% |
| 2013-06-28 | $0.2100 | 0.56% |
| 2013-09-27 | $0.2100 | 0.55% |
| 2013-12-31 | $0.2300 | 0.68% |
| 2014-04-01 | $0.2300 | 0.86% |
| 2014-06-30 | $0.2300 | 0.80% |
| 2014-09-30 | $0.2300 | 0.74% |
| 2014-12-30 | $0.2400 | 0.64% |
| 2015-03-31 | $0.2400 | 0.86% |
| 2015-06-30 | $0.2400 | 0.83% |
| 2015-09-29 | $0.2400 | 0.99% |
| 2015-12-30 | $0.2400 | 1.59% |
| 2016-03-31 | $0.0800 | 0.52% |
| 2016-06-30 | $0.0800 | 0.66% |
| 2016-09-29 | $0.0800 | 0.64% |
| 2017-01-03 | $0.0800 | 0.71% |
| 2017-03-30 | $0.0800 | 0.87% |
| 2017-06-29 | $0.0800 | 0.69% |
| 2019-09-20 | $0.2500 | 0.96% |
| 2020-01-03 | $0.2900 | 1.02% |
| 2020-05-15 | $0.2900 | 1.22% |
| 2020-07-09 | $0.2900 | 1.08% |
| 2020-10-06 | $0.2900 | 0.88% |
| 2020-12-14 | $0.3100 | 0.91% |
| 2021-04-05 | $0.3100 | 0.53% |
| 2021-06-21 | $0.3100 | 0.57% |
| 2021-09-27 | $0.3100 | 0.52% |
| 2021-12-15 | $0.3400 | 0.67% |
| 2022-04-04 | $0.3400 | 1.38% |
| 2022-06-17 | $0.3400 | 1.66% |
| 2022-10-03 | $0.3400 | 1.94% |
| 2022-12-19 | $0.3400 | 1.47% |
| 2023-04-04 | $0.3400 | 1.41% |
| 2023-06-16 | $0.3400 | 1.02% |
| 2023-10-02 | $0.3400 | 1.15% |
| 2023-12-18 | $0.3700 | 1.11% |
| 2024-04-02 | $0.3700 | 1.06% |
| 2024-06-18 | $0.3700 | 1.16% |
| 2024-10-01 | $0.3700 | 1.16% |
| 2024-12-18 | $0.3900 | 1.23% |
| 2025-04-02 | $0.3900 | 1.61% |
| 2025-06-17 | $0.3900 | 1.53% |
| 2025-09-30 | $0.3900 | 1.61% |
| 2025-12-17 | $0.3900 | 2.18% |
| 2026-04-07 | $0.3900 | 2.14% |
| Total | 56 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 |
|---|---|---|---|---|
| 2021-06-21 | $51.37 | $10.27 | $0.08 | 0.7480 |
| 2021-09-27 | $51.60 | $10.32 | $0.08 | 0.6750 |
| 2021-12-15 | $56.82 | $11.36 | $0.09 | 0.9491 |
| 2022-04-04 | $57.14 | $11.43 | $0.09 | 1.8783 |
| 2022-06-17 | $57.78 | $11.56 | $0.09 | 2.2782 |
| 2022-10-03 | $58.56 | $11.71 | $0.09 | 2.5859 |
| 2022-12-19 | $59.44 | $11.89 | $0.10 | 2.1434 |
| 2023-04-04 | $60.17 | $12.03 | $0.10 | 2.0354 |
| 2023-06-16 | $60.86 | $12.17 | $0.10 | 1.5057 |
| 2023-10-02 | $61.37 | $12.27 | $0.10 | 1.7007 |
| 2023-12-18 | $67.41 | $13.48 | $0.11 | 1.6197 |
| 2024-04-02 | $68.01 | $13.60 | $0.11 | 1.6234 |
| 2024-06-18 | $68.61 | $13.72 | $0.11 | 1.7374 |
| 2024-10-01 | $69.26 | $13.85 | $0.11 | 1.8568 |
| 2024-12-18 | $73.72 | $14.74 | $0.12 | 1.9331 |
| 2025-04-02 | $74.48 | $14.90 | $0.12 | 2.4511 |
| 2025-06-17 | $75.43 | $15.09 | $0.12 | 2.4774 |
| 2025-09-30 | $76.40 | $15.28 | $0.12 | 2.5814 |
| 2025-12-17 | $77.41 | $15.48 | $0.12 | 3.4740 |
| 2026-04-07 | $78.76 | $15.75 | $0.13 | 3.6016 |
| Total | $1304.61 | $260.92 | $2.09 | 39.8556 |
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.