Upland Software, Inc. (UPLD) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
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Investment Performance

Final Value
$207
Total Return
-97.93%
CAGR
-53.97%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average-3.98%
Median-7.05%
Best+119.28%
Worst-57.38%
% of Windows Positive35.1%
1-Year (252 Trading Days)
Average-43.84%
Median-49.00%
Best+45.64%
Worst-84.67%
% of Windows Positive9.7%
3-Year (756 Trading Days)
Average-83.40%
Median-83.42%
Best-66.78%
Worst-94.97%
% of Windows Positive0.0%

Risk Metrics

Maximum Drawdown -98.80%
Average Drawdown -79.84%
Drawdown Duration 1246 Trading Days (Unrecovered)
Sortino Ratio -0.84
Calmar Ratio -0.55
CVaR (5%) -10.55%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -41.92% (-72.44% ann.) $4192.35 $0.00 $0.00 $0.00
2025 -67.05% $6705.06 $0.00 $0.00 $0.00
2024 +2.60% +$260.05 $0.00 $0.00 $0.00
2023 -40.67% $4067.32 $0.00 $0.00 $0.00
2022 -60.26% $6025.64 $0.00 $0.00 $0.00
2021 -60.91% $6090.65 $0.00 $0.00 $0.00
2020 +28.51% +$2850.74 $0.00 $0.00 $0.00
2019 +31.38% +$3138.34 $0.00 $0.00 $0.00
2018 +25.48% +$2548.48 $0.00 $0.00 $0.00
2017 +142.01% +$14201.10 $0.00 $0.00 $0.00
2016 +26.95% +$2695.04 $0.00 $0.00 $0.00
2015 -26.26% $2625.52 $0.00 $0.00 $0.00
2014 partial -1.95% (-12.25% ann.) $194.87 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial November 6, 2014 – February 19, 2020 +348.31% +32.81% +$34830.77 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -46.74% -99.92% $4673.68 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +90.14% +181.22% +$9014.25 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -54.23% -52.36% $5423.38 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -66.91% -69.09% $6690.50 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -68.13% -46.04% $6813.04 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 -65.40% -46.32% $6539.61 $0.00 $0.00 $0.00

Dividend History

Date Per Share Yield %
Total 0 payments
No dividends recorded.

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.

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