Universal Technical Institute, Inc. (UTI) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$59,577
Total Return
495.77%
CAGR
42.90%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +4.03% |
| Median | +2.24% |
| Best | +58.89% |
| Worst | -36.88% |
| % of Windows Positive | 59.1% |
1-Year (252 Trading Days)
| Average | +54.22% |
| Median | +54.84% |
| Best | +170.50% |
| Worst | -43.70% |
| % of Windows Positive | 75.8% |
3-Year (756 Trading Days)
| Average | +253.86% |
| Median | +234.18% |
| Best | +504.57% |
| Worst | +118.08% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -51.19% |
| Average Drawdown | -16.55% |
| Drawdown Duration | 387 Trading Days |
| Sortino Ratio | 1.47 |
| Calmar Ratio | 0.84 |
| CVaR (5%) | -6.56% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +34.75% (+185.04% ann.) | +$3474.93 | $0.00 | $0.00 | $0.00 |
| 2025 | +1.63% | +$163.37 | $0.00 | $0.00 | $0.00 |
| 2024 | +105.35% | +$10535.15 | $0.00 | $0.00 | $0.00 |
| 2023 | +86.31% | +$8630.96 | $0.00 | $0.00 | $0.00 |
| 2022 | -14.07% | $1406.66 | $0.00 | $0.00 | $0.00 |
| 2021 | +21.05% | +$2105.28 | $0.00 | $0.00 | $0.00 |
| 2020 | -16.21% | $1621.28 | $0.00 | $0.00 | $0.00 |
| 2019 | +111.23% | +$11123.30 | $0.00 | $0.00 | $0.00 |
| 2018 | +52.08% | +$5208.40 | $0.00 | $0.00 | $0.00 |
| 2017 | -17.53% | $1752.62 | $0.00 | $0.00 | $0.00 |
| 2016 | -37.34% | $3734.41 | $42.92 | $8.58 | $0.05 |
| 2015 | -51.40% | $5140.38 | $245.53 | $49.11 | $0.37 |
| 2014 | -27.22% | $2722.07 | $290.43 | $58.09 | $0.47 |
| 2013 | +42.17% | +$4216.54 | $402.56 | $80.50 | $0.67 |
| 2012 | -19.31% | $1930.78 | $315.93 | $63.20 | $0.52 |
| 2011 | -41.96% | $4196.18 | $0.00 | $0.00 | $0.00 |
| 2010 | +14.87% | +$1487.47 | $742.57 | $148.52 | $1.19 |
| 2009 | +17.65% | +$1764.70 | $0.00 | $0.00 | $0.00 |
| 2008 | +1.00% | +$99.99 | $0.00 | $0.00 | $0.00 |
| 2007 | -23.46% | $2345.79 | $0.00 | $0.00 | $0.00 |
| 2006 | -28.22% | $2821.59 | $0.00 | $0.00 | $0.00 |
| 2005 | -18.84% | $1883.53 | $0.00 | $0.00 | $0.00 |
| 2004 | +27.07% | +$2706.66 | $0.00 | $0.00 | $0.00 |
| 2003 partial | +15.12% (+5123.91% ann.) | +$1511.90 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | December 18, 2003 – October 9, 2007 | -23.41% | -6.76% | $2340.75 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -53.71% | -42.03% | $5370.75 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +28.89% | +7.81% | +$2888.61 | $1760.69 | $352.16 | $2.82 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -16.17% | -2.30% | $1616.91 | $1155.74 | $231.15 | $1.87 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -43.93% | -99.86% | $4392.52 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -5.68% | -8.97% | $567.50 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +41.48% | +38.98% | +$4147.64 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -14.52% | -15.35% | $1452.38 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +121.57% | +53.61% | +$12157.11 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +111.60% | +61.25% | +$11159.86 | $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 % |
|---|---|---|
| 2010-07-01 | $1.5000 | 6.35% |
| 2012-03-13 | $0.1000 | 0.75% |
| 2012-06-14 | $0.1000 | 0.83% |
| 2012-09-19 | $0.1000 | 0.76% |
| 2012-12-05 | $0.1000 | 1.01% |
| 2013-03-13 | $0.1000 | 0.86% |
| 2013-06-19 | $0.1000 | 0.87% |
| 2013-09-18 | $0.1000 | 0.85% |
| 2013-12-06 | $0.1000 | 0.68% |
| 2014-03-13 | $0.1000 | 0.75% |
| 2014-06-18 | $0.1000 | 0.83% |
| 2014-09-17 | $0.1000 | 0.93% |
| 2014-12-04 | $0.1000 | 0.99% |
| 2015-03-18 | $0.1000 | 1.00% |
| 2015-06-17 | $0.1000 | 1.20% |
| 2015-09-24 | $0.0200 | 0.54% |
| 2015-12-02 | $0.0200 | 0.34% |
| 2016-03-17 | $0.0200 | 0.43% |
| Total | 18 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.