Universal Insurance Holdings, Inc. (UVE) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$29,334
Total Return
193.34%
CAGR
24.02%
Dividends
$3,053.54
Yield on Cost
30.54%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.50% |
| Median | +2.30% |
| Best | +60.02% |
| Worst | -35.91% |
| % of Windows Positive | 60.0% |
1-Year (252 Trading Days)
| Average | +27.22% |
| Median | +30.34% |
| Best | +83.00% |
| Worst | -40.40% |
| % of Windows Positive | 79.1% |
3-Year (756 Trading Days)
| Average | +114.22% |
| Median | +98.21% |
| Best | +297.64% |
| Worst | +12.22% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -54.58% |
| Average Drawdown | -15.13% |
| Drawdown Duration | 281 Trading Days |
| Sortino Ratio | 1.08 |
| Calmar Ratio | 0.44 |
| CVaR (5%) | -5.38% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +1.37% (+4.90% ann.) | +$137.27 | $47.34 | $9.47 | $0.08 |
| 2025 | +64.37% | +$6437.37 | $369.21 | $73.84 | $0.59 |
| 2024 | +35.80% | +$3579.88 | $487.36 | $97.47 | $0.78 |
| 2023 | +56.61% | +$5661.26 | $736.81 | $147.36 | $1.18 |
| 2022 | -34.39% | $3439.47 | $461.23 | $92.25 | $0.74 |
| 2021 | +17.17% | +$1716.62 | $517.26 | $103.45 | $0.83 |
| 2020 | -44.01% | $4400.81 | $278.42 | $55.68 | $0.45 |
| 2019 | -24.62% | $2462.46 | $204.57 | $40.91 | $0.33 |
| 2018 | +40.89% | +$4089.25 | $268.66 | $53.73 | $0.43 |
| 2017 | -1.54% | $153.56 | $244.92 | $48.98 | $0.39 |
| 2016 | +25.68% | +$2568.20 | $300.78 | $60.16 | $0.48 |
| 2015 | +15.88% | +$1588.10 | $310.31 | $62.06 | $0.50 |
| 2014 | +45.40% | +$4539.52 | $384.49 | $76.90 | $0.62 |
| 2013 | +246.91% | +$24690.64 | $1144.50 | $228.90 | $1.83 |
| 2012 | +31.23% | +$3122.81 | $975.95 | $195.19 | $1.56 |
| 2011 | -21.87% | $2186.61 | $667.87 | $133.57 | $1.07 |
| 2010 | -12.57% | $1256.78 | $554.36 | $110.87 | $0.89 |
| 2009 | +165.18% | +$16518.45 | $2314.41 | $462.88 | $3.70 |
| 2008 | -63.14% | $6314.49 | $683.59 | $136.72 | $1.09 |
| 2007 | +170.68% | +$17067.88 | $540.43 | $108.09 | $0.86 |
| 2006 | +262.34% | +$26233.77 | $0.00 | $0.00 | $0.00 |
| 2005 | +1440.00% | +$144000.00 | $0.00 | $0.00 | $0.00 |
| 2004 | +0.00% | +$0.00 | $0.00 | $0.00 | $0.00 |
| 2003 partial | +25.00% (+47.97% ann.) | +$2500.00 | $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 | June 6, 2003 – October 9, 2007 | +24206.85% | +254.34% | +$2420685.14 | $37695.07 | $7539.01 | $60.31 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -58.21% | -46.07% | $5820.60 | $652.19 | $130.44 | $1.04 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +15.45% | +4.35% | +$1544.74 | $3930.37 | $786.07 | $6.29 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +835.25% | +34.37% | +$83525.16 | $16920.65 | $3384.13 | $27.07 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -31.90% | -98.75% | $3189.81 | $67.91 | $13.58 | $0.11 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -32.27% | -46.58% | $3226.89 | $177.00 | $35.40 | $0.28 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +21.09% | +19.91% | +$2109.31 | $596.64 | $119.33 | $0.95 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -31.51% | -33.10% | $3151.25 | $519.04 | $103.81 | $0.83 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +127.59% | +55.84% | +$12758.56 | $1529.86 | $305.97 | $2.45 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +55.82% | +32.67% | +$5581.64 | $545.42 | $109.08 | $0.87 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2007-07-18 | $0.0700 | 1.15% |
| 2007-09-25 | $0.0800 | 1.15% |
| 2008-03-06 | $0.0900 | 1.51% |
| 2008-07-07 | $0.1000 | 2.82% |
| 2008-09-30 | $0.1000 | 2.93% |
| 2008-11-28 | $0.2000 | 7.81% |
| 2009-02-10 | $0.1000 | 2.74% |
| 2009-04-07 | $0.1200 | 2.99% |
| 2009-09-01 | $0.1200 | 2.39% |
| 2009-11-12 | $0.2000 | 3.18% |
| 2010-03-17 | $0.1200 | 1.91% |
| 2010-06-15 | $0.1000 | 2.22% |
| 2010-10-20 | $0.1000 | 2.12% |
| 2011-03-09 | $0.1000 | 1.67% |
| 2011-09-14 | $0.0800 | 1.97% |
| 2011-12-19 | $0.1400 | 3.72% |
| 2012-03-26 | $0.1000 | 2.38% |
| 2012-06-22 | $0.0800 | 2.26% |
| 2012-09-24 | $0.0800 | 2.05% |
| 2012-12-12 | $0.0800 | 1.77% |
| 2013-03-12 | $0.0800 | 1.73% |
| 2013-05-30 | $0.0800 | 1.14% |
| 2013-09-19 | $0.1000 | 1.32% |
| 2013-12-11 | $0.2300 | 1.75% |
| 2014-02-14 | $0.1000 | 0.84% |
| 2014-06-17 | $0.1000 | 0.77% |
| 2014-09-19 | $0.1000 | 0.76% |
| 2014-12-03 | $0.2500 | 1.33% |
| 2015-02-13 | $0.1200 | 0.51% |
| 2015-06-16 | $0.1200 | 0.50% |
| 2015-09-21 | $0.1200 | 0.42% |
| 2015-11-27 | $0.2700 | 1.29% |
| 2016-02-16 | $0.1400 | 0.84% |
| 2016-06-13 | $0.1400 | 0.73% |
| 2016-09-08 | $0.1400 | 0.54% |
| 2016-11-29 | $0.2700 | 1.08% |
| 2017-02-15 | $0.1400 | 0.53% |
| 2017-06-12 | $0.1400 | 0.54% |
| 2017-09-11 | $0.1400 | 0.78% |
| 2017-11-24 | $0.2700 | 1.02% |
| 2018-02-27 | $0.1400 | 0.46% |
| 2018-04-26 | $0.1400 | 0.42% |
| 2018-06-29 | $0.1600 | 0.46% |
| 2018-11-26 | $0.2900 | 0.66% |
| 2019-03-08 | $0.1600 | 0.51% |
| 2019-05-02 | $0.1600 | 0.53% |
| 2019-07-02 | $0.1600 | 0.55% |
| 2019-12-12 | $0.2900 | 1.00% |
| 2020-03-11 | $0.1600 | 0.71% |
| 2020-05-13 | $0.1600 | 0.96% |
| 2020-07-30 | $0.1600 | 0.93% |
| 2020-12-10 | $0.2900 | 1.93% |
| 2021-03-10 | $0.1600 | 0.99% |
| 2021-05-13 | $0.1600 | 1.13% |
| 2021-07-30 | $0.1600 | 1.14% |
| 2021-12-09 | $0.2900 | 1.81% |
| 2022-03-09 | $0.1600 | 1.30% |
| 2022-05-12 | $0.1600 | 1.29% |
| 2022-08-01 | $0.1600 | 1.26% |
| 2022-12-08 | $0.2900 | 2.59% |
| 2023-03-08 | $0.1600 | 0.84% |
| 2023-05-11 | $0.1600 | 1.00% |
| 2023-08-03 | $0.1600 | 1.07% |
| 2023-12-07 | $0.2900 | 1.75% |
| 2024-03-07 | $0.1600 | 0.82% |
| 2024-05-09 | $0.1600 | 0.79% |
| 2024-08-02 | $0.1600 | 0.83% |
| 2024-12-06 | $0.2900 | 1.28% |
| 2025-03-07 | $0.1600 | 0.74% |
| 2025-05-09 | $0.1600 | 0.63% |
| 2025-08-01 | $0.1600 | 0.68% |
| 2025-12-05 | $0.2900 | 0.90% |
| 2026-03-06 | $0.1600 | 0.45% |
| Total | 73 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 |
|---|---|---|---|---|
| 2021-05-13 | $114.94 | $22.99 | $0.18 | 6.3729 |
| 2021-07-30 | $115.96 | $23.19 | $0.19 | 6.5384 |
| 2021-12-09 | $212.08 | $42.42 | $0.34 | 10.8749 |
| 2022-03-09 | $118.75 | $23.75 | $0.19 | 7.7018 |
| 2022-05-12 | $119.98 | $24.00 | $0.19 | 7.6942 |
| 2022-08-01 | $121.21 | $24.24 | $0.19 | 7.9259 |
| 2022-12-08 | $221.99 | $44.40 | $0.36 | 16.1274 |
| 2023-03-08 | $125.06 | $25.01 | $0.20 | 5.2167 |
| 2023-05-11 | $125.89 | $25.18 | $0.20 | 6.3738 |
| 2023-08-03 | $126.91 | $25.38 | $0.20 | 6.8558 |
| 2023-12-07 | $232.02 | $46.40 | $0.37 | 11.1594 |
| 2024-03-07 | $129.80 | $25.96 | $0.21 | 5.3253 |
| 2024-05-09 | $130.65 | $26.13 | $0.21 | 5.1537 |
| 2024-08-02 | $131.47 | $26.29 | $0.21 | 5.4416 |
| 2024-12-06 | $239.87 | $47.97 | $0.38 | 8.7570 |
| 2025-03-07 | $133.75 | $26.75 | $0.21 | 5.0632 |
| 2025-05-09 | $134.56 | $26.91 | $0.22 | 4.1303 |
| 2025-08-01 | $135.22 | $27.04 | $0.22 | 4.6938 |
| 2025-12-05 | $246.44 | $49.29 | $0.39 | 6.3205 |
| 2026-03-06 | $136.98 | $27.40 | $0.22 | 3.1087 |
| Total | $3053.54 | $610.71 | $4.89 | 140.8353 |
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.