United Parcel Service, Inc. (UPS) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$6,946
Total Return
-30.54%
CAGR
-7.03%
Dividends
$1,845.35
Yield on Cost
18.45%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.58% |
| Median | +0.23% |
| Best | +22.39% |
| Worst | -23.79% |
| % of Windows Positive | 50.8% |
1-Year (252 Trading Days)
| Average | -13.47% |
| Median | -13.64% |
| Best | +16.69% |
| Worst | -36.24% |
| % of Windows Positive | 12.4% |
3-Year (756 Trading Days)
| Average | -35.08% |
| Median | -35.82% |
| Best | -9.29% |
| Worst | -53.33% |
| % of Windows Positive | 0.0% |
Risk Metrics
| Maximum Drawdown | -59.35% |
| Average Drawdown | -28.81% |
| Drawdown Duration | 1050 Trading Days (Unrecovered) |
| Sortino Ratio | -0.16 |
| Calmar Ratio | -0.12 |
| CVaR (5%) | -4.25% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +5.24% (+19.66% ann.) | +$524.25 | $165.34 | $33.07 | $0.26 |
| 2025 | -17.04% | $1703.94 | $530.14 | $106.03 | $0.85 |
| 2024 | -16.76% | $1676.36 | $420.32 | $84.06 | $0.67 |
| 2023 | -6.68% | $667.91 | $376.86 | $75.37 | $0.60 |
| 2022 | -16.80% | $1680.07 | $286.29 | $57.26 | $0.46 |
| 2021 | +29.46% | +$2946.26 | $243.93 | $48.79 | $0.39 |
| 2020 | +47.71% | +$4771.31 | $349.14 | $69.83 | $0.56 |
| 2019 | +23.36% | +$2335.54 | $397.96 | $79.60 | $0.63 |
| 2018 | -16.02% | $1602.20 | $308.49 | $61.70 | $0.49 |
| 2017 | +6.49% | +$649.02 | $292.31 | $58.47 | $0.47 |
| 2016 | +21.98% | +$2197.98 | $327.24 | $65.45 | $0.53 |
| 2015 | -11.44% | $1143.74 | $264.93 | $52.99 | $0.43 |
| 2014 | +8.08% | +$808.29 | $257.15 | $51.43 | $0.40 |
| 2013 | +45.72% | +$4571.95 | $339.31 | $67.86 | $0.54 |
| 2012 | +3.21% | +$320.80 | $314.30 | $62.86 | $0.50 |
| 2011 | +3.26% | +$326.41 | $289.06 | $57.81 | $0.47 |
| 2010 | +29.52% | +$2952.00 | $330.73 | $66.14 | $0.53 |
| 2009 | +6.99% | +$698.91 | $330.07 | $66.02 | $0.52 |
| 2008 | -20.25% | $2024.51 | $256.50 | $51.30 | $0.42 |
| 2007 | -3.94% | $394.02 | $225.61 | $45.13 | $0.37 |
| 2006 | +1.36% | +$135.64 | $203.46 | $40.69 | $0.34 |
| 2005 | -10.82% | $1082.47 | $155.28 | $31.05 | $0.24 |
| 2004 | +16.04% | +$1604.38 | $150.96 | $30.20 | $0.25 |
| 2003 | +19.54% | +$1954.23 | $146.51 | $29.30 | $0.23 |
| 2002 | +16.90% | +$1689.60 | $139.98 | $28.00 | $0.24 |
| 2001 | -6.24% | $624.14 | $129.88 | $25.98 | $0.23 |
| 2000 | -14.05% | $1404.54 | $98.92 | $19.78 | $0.16 |
| 1999 partial | +1.46% (+10.91% ann.) | +$145.67 | $43.96 | $8.79 | $0.07 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | November 10, 1999 – March 10, 2000 | -21.23% | -51.34% | $2122.90 | $68.96 | $13.79 | $0.11 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +16.99% | +6.29% | +$1699.01 | $352.83 | $70.58 | $0.60 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +34.97% | +6.19% | +$3496.73 | $1072.58 | $214.51 | $1.73 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -48.03% | -37.08% | $4802.59 | $354.33 | $70.86 | $0.57 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +94.99% | +21.87% | +$9499.49 | $1627.57 | $325.50 | $2.60 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +70.67% | +7.32% | +$7067.26 | $3392.68 | $678.56 | $5.43 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -12.99% | -79.56% | $1298.61 | $94.85 | $18.97 | $0.15 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +78.39% | +153.79% | +$7839.11 | $212.94 | $42.59 | $0.34 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +28.16% | +26.54% | +$2815.69 | $314.79 | $62.96 | $0.50 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -15.78% | -16.67% | $1577.92 | $231.29 | $46.26 | $0.37 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -19.58% | -11.09% | $1958.48 | $763.15 | $152.63 | $1.22 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -14.92% | -9.79% | $1491.93 | $775.03 | $155.01 | $1.24 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1999-11-24 | $0.3000 | 0.45% |
| 2000-02-24 | $0.1700 | 0.31% |
| 2000-05-25 | $0.1700 | 0.29% |
| 2000-08-24 | $0.1700 | 0.30% |
| 2000-11-22 | $0.1700 | 0.28% |
| 2001-02-22 | $0.1900 | 0.32% |
| 2001-05-25 | $0.1900 | 0.32% |
| 2001-08-24 | $0.1900 | 0.34% |
| 2001-11-23 | $0.1900 | 0.35% |
| 2002-02-25 | $0.1900 | 0.33% |
| 2002-05-23 | $0.1900 | 0.33% |
| 2002-08-22 | $0.1900 | 0.29% |
| 2002-11-21 | $0.1900 | 0.30% |
| 2003-02-20 | $0.2100 | 0.36% |
| 2003-05-15 | $0.2100 | 0.34% |
| 2003-08-21 | $0.2500 | 0.39% |
| 2003-11-20 | $0.2500 | 0.35% |
| 2004-02-19 | $0.2800 | 0.39% |
| 2004-05-13 | $0.2800 | 0.40% |
| 2004-08-19 | $0.2800 | 0.39% |
| 2004-11-24 | $0.2800 | 0.33% |
| 2005-02-17 | $0.3300 | 0.42% |
| 2005-05-12 | $0.3300 | 0.45% |
| 2005-08-18 | $0.3300 | 0.46% |
| 2005-11-23 | $0.3300 | 0.41% |
| 2006-02-16 | $0.3800 | 0.50% |
| 2006-05-11 | $0.3800 | 0.46% |
| 2006-08-17 | $0.3800 | 0.53% |
| 2006-11-22 | $0.3800 | 0.48% |
| 2007-02-15 | $0.4200 | 0.56% |
| 2007-05-17 | $0.4200 | 0.59% |
| 2007-09-06 | $0.4200 | 0.56% |
| 2007-11-15 | $0.4200 | 0.57% |
| 2008-02-07 | $0.4500 | 0.63% |
| 2008-05-15 | $0.4500 | 0.63% |
| 2008-08-21 | $0.4500 | 0.71% |
| 2008-11-13 | $0.4500 | 0.88% |
| 2009-02-19 | $0.4500 | 1.05% |
| 2009-05-14 | $0.4500 | 0.86% |
| 2009-08-20 | $0.4500 | 0.85% |
| 2009-11-12 | $0.4500 | 0.79% |
| 2010-02-11 | $0.4700 | 0.82% |
| 2010-05-13 | $0.4700 | 0.69% |
| 2010-08-12 | $0.4700 | 0.72% |
| 2010-11-10 | $0.4700 | 0.68% |
| 2011-02-10 | $0.5200 | 0.70% |
| 2011-05-12 | $0.5200 | 0.70% |
| 2011-08-18 | $0.5200 | 0.80% |
| 2011-11-09 | $0.5200 | 0.73% |
| 2012-02-16 | $0.5700 | 0.74% |
| 2012-05-10 | $0.5700 | 0.74% |
| 2012-08-16 | $0.5700 | 0.74% |
| 2012-11-15 | $0.5700 | 0.81% |
| 2013-02-21 | $0.6200 | 0.74% |
| 2013-05-09 | $0.6200 | 0.70% |
| 2013-08-15 | $0.6200 | 0.71% |
| 2013-11-14 | $0.6200 | 0.61% |
| 2014-02-20 | $0.6700 | 0.70% |
| 2014-05-15 | $0.6700 | 0.66% |
| 2014-08-14 | $0.6700 | 0.69% |
| 2014-11-13 | $0.6700 | 0.62% |
| 2015-02-19 | $0.7300 | 0.71% |
| 2015-05-14 | $0.7300 | 0.73% |
| 2015-08-13 | $0.7300 | 0.71% |
| 2015-11-12 | $0.7300 | 0.70% |
| 2016-02-18 | $0.7800 | 0.79% |
| 2016-05-12 | $0.7800 | 0.76% |
| 2016-08-12 | $0.7800 | 0.70% |
| 2016-11-09 | $0.7800 | 0.70% |
| 2017-02-16 | $0.8300 | 0.76% |
| 2017-05-11 | $0.8300 | 0.79% |
| 2017-08-10 | $0.8300 | 0.74% |
| 2017-11-10 | $0.8300 | 0.74% |
| 2018-02-16 | $0.9100 | 0.84% |
| 2018-05-18 | $0.9100 | 0.78% |
| 2018-08-17 | $0.9100 | 0.75% |
| 2018-11-16 | $0.9100 | 0.82% |
| 2019-02-25 | $0.9600 | 0.87% |
| 2019-05-17 | $0.9600 | 0.95% |
| 2019-08-16 | $0.9600 | 0.84% |
| 2019-11-15 | $0.9600 | 0.77% |
| 2020-02-24 | $1.0100 | 0.98% |
| 2020-05-22 | $1.0100 | 1.04% |
| 2020-08-21 | $1.0100 | 0.63% |
| 2020-11-12 | $1.0100 | 0.61% |
| 2021-02-19 | $1.0200 | 0.63% |
| 2021-05-21 | $1.0200 | 0.48% |
| 2021-08-20 | $1.0200 | 0.53% |
| 2021-11-19 | $1.0200 | 0.49% |
| 2022-02-18 | $1.5200 | 0.72% |
| 2022-05-13 | $1.5200 | 0.85% |
| 2022-08-12 | $1.5200 | 0.74% |
| 2022-11-10 | $1.5200 | 0.93% |
| 2023-02-17 | $1.6200 | 0.87% |
| 2023-05-12 | $1.6200 | 0.95% |
| 2023-08-11 | $1.6200 | 0.90% |
| 2023-11-10 | $1.6200 | 1.16% |
| 2024-02-16 | $1.6300 | 1.11% |
| 2024-05-10 | $1.6300 | 1.10% |
| 2024-08-19 | $1.6300 | 1.26% |
| 2024-11-18 | $1.6300 | 1.22% |
| 2025-02-18 | $1.6400 | 1.41% |
| 2025-05-19 | $1.6400 | 1.62% |
| 2025-08-18 | $1.6400 | 1.85% |
| 2025-11-17 | $1.6400 | 1.71% |
| 2026-02-17 | $1.6400 | 1.38% |
| Total | 106 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 |
|---|---|---|---|---|
| 2021-05-21 | $57.88 | $11.58 | $0.09 | 0.2181 |
| 2021-08-20 | $58.11 | $11.62 | $0.09 | 0.2401 |
| 2021-11-19 | $58.35 | $11.67 | $0.09 | 0.2235 |
| 2022-02-18 | $87.30 | $17.46 | $0.14 | 0.3329 |
| 2022-05-13 | $87.80 | $17.56 | $0.14 | 0.3937 |
| 2022-08-12 | $88.40 | $17.68 | $0.14 | 0.3445 |
| 2022-11-10 | $88.92 | $17.78 | $0.14 | 0.4120 |
| 2023-02-17 | $95.44 | $19.09 | $0.15 | 0.4159 |
| 2023-05-12 | $96.12 | $19.22 | $0.15 | 0.4554 |
| 2023-08-11 | $96.85 | $19.37 | $0.15 | 0.4378 |
| 2023-11-10 | $97.56 | $19.51 | $0.16 | 0.5640 |
| 2024-02-16 | $99.09 | $19.82 | $0.16 | 0.5330 |
| 2024-05-10 | $99.95 | $19.99 | $0.16 | 0.5415 |
| 2024-08-19 | $100.84 | $20.17 | $0.16 | 0.6243 |
| 2024-11-18 | $101.85 | $20.37 | $0.16 | 0.6018 |
| 2025-02-18 | $103.47 | $20.69 | $0.16 | 0.7157 |
| 2025-05-19 | $104.64 | $20.93 | $0.17 | 0.8429 |
| 2025-08-18 | $106.02 | $21.20 | $0.17 | 0.9785 |
| 2025-11-17 | $107.63 | $21.52 | $0.17 | 0.9123 |
| 2026-02-17 | $109.12 | $21.83 | $0.17 | 0.7543 |
| Total | $1845.35 | $369.07 | $2.95 | 10.5424 |
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.