Universal Corporation (UVV) Stock Total Returns
Growth of $10,000 chart
2021-04-12 to 2026-04-10 to
$
%
%
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Investment Performance
Final Value
$11,649
Total Return
16.49%
CAGR
3.10%
Dividends
$2,933.20
Yield on Cost
29.33%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.49% |
| Median | -0.43% |
| Best | +30.57% |
| Worst | -19.69% |
| % of Windows Positive | 48.0% |
1-Year (252 Trading Days)
| Average | +6.37% |
| Median | +5.79% |
| Best | +46.84% |
| Worst | -15.08% |
| % of Windows Positive | 70.5% |
3-Year (756 Trading Days)
| Average | +16.61% |
| Median | +16.97% |
| Best | +40.50% |
| Worst | -11.82% |
| % of Windows Positive | 93.8% |
Risk Metrics
| Maximum Drawdown | -30.05% |
| Average Drawdown | -14.36% |
| Drawdown Duration | 354 Trading Days |
| Sortino Ratio | 0.35 |
| Calmar Ratio | 0.10 |
| CVaR (5%) | -3.45% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +2.51% (+9.48% ann.) | +$251.12 | $155.45 | $31.09 | $0.25 |
| 2025 | +1.08% | +$107.82 | $605.90 | $121.18 | $0.97 |
| 2024 | -14.37% | $1437.44 | $486.92 | $97.38 | $0.78 |
| 2023 | +34.07% | +$3406.61 | $613.27 | $122.65 | $0.98 |
| 2022 | +0.85% | +$84.59 | $581.38 | $116.28 | $0.93 |
| 2021 | +18.32% | +$1832.23 | $648.70 | $129.74 | $1.04 |
| 2020 | -10.21% | $1021.46 | $546.25 | $109.25 | $0.87 |
| 2019 | +9.92% | +$991.79 | $566.63 | $113.33 | $0.91 |
| 2018 | +6.82% | +$682.02 | $502.33 | $100.47 | $0.80 |
| 2017 | -15.36% | $1536.03 | $342.18 | $68.44 | $0.55 |
| 2016 | +17.18% | +$1718.49 | $382.47 | $76.49 | $0.61 |
| 2015 | +32.00% | +$3199.54 | $479.67 | $95.93 | $0.77 |
| 2014 | -16.81% | $1681.42 | $377.91 | $75.58 | $0.60 |
| 2013 | +12.69% | +$1268.92 | $405.21 | $81.04 | $0.65 |
| 2012 | +12.21% | +$1221.15 | $431.92 | $86.38 | $0.69 |
| 2011 | +17.31% | +$1731.26 | $478.39 | $95.68 | $0.77 |
| 2010 | -7.76% | $775.66 | $416.96 | $83.39 | $0.67 |
| 2009 | +59.28% | +$5928.46 | $626.65 | $125.33 | $1.00 |
| 2008 | -39.93% | $3993.24 | $354.96 | $70.99 | $0.57 |
| 2007 | +7.14% | +$714.27 | $362.56 | $72.51 | $0.58 |
| 2006 | +17.16% | +$1716.36 | $401.83 | $80.37 | $0.64 |
| 2005 | -6.54% | $654.42 | $355.00 | $71.00 | $0.57 |
| 2004 | +11.17% | +$1117.36 | $356.62 | $71.32 | $0.57 |
| 2003 | +22.92% | +$2291.71 | $393.93 | $78.79 | $0.63 |
| 2002 | +4.59% | +$458.73 | $377.59 | $75.52 | $0.60 |
| 2001 | +7.10% | +$709.88 | $369.73 | $73.95 | $0.59 |
| 2000 | +60.46% | +$6045.68 | $553.54 | $110.71 | $0.89 |
| 1999 | -32.77% | $3277.08 | $345.92 | $69.18 | $0.55 |
| 1998 | -12.64% | $1264.26 | $274.57 | $54.91 | $0.44 |
| 1997 | +31.35% | +$3135.07 | $333.36 | $66.67 | $0.53 |
| 1996 | +36.10% | +$3609.68 | $423.65 | $84.73 | $0.68 |
| 1995 | +27.30% | +$2730.38 | $510.48 | $102.10 | $0.82 |
| 1994 | -19.55% | $1955.11 | $379.71 | $75.94 | $0.61 |
| 1993 | -22.88% | $2288.34 | $260.24 | $52.05 | $0.42 |
| 1992 | +2.66% | +$265.97 | $237.25 | $47.45 | $0.38 |
| 1991 | +193.37% | +$19337.11 | $484.68 | $96.94 | $0.78 |
| 1990 | -30.05% | $3005.20 | $426.14 | $85.23 | $0.68 |
| 1989 | +10.97% | +$1097.24 | $435.39 | $87.08 | $0.70 |
| 1988 | +10.58% | +$1058.01 | $429.92 | $85.98 | $0.69 |
| 1987 | +18.32% | +$1831.91 | $447.66 | $89.53 | $0.72 |
| 1986 | +11.71% | +$1170.96 | $111.34 | $22.27 | $0.18 |
| 1985 | +22.01% | +$2201.26 | $0.00 | $0.00 | $0.00 |
| 1984 | +15.64% | +$1563.63 | $0.00 | $0.00 | $0.00 |
| 1983 | +29.11% | +$2910.80 | $0.00 | $0.00 | $0.00 |
| 1982 | +9.79% | +$979.38 | $0.00 | $0.00 | $0.00 |
| 1981 | -25.10% | $2509.65 | $0.00 | $0.00 | $0.00 |
| 1980 | +73.83% | +$7382.55 | $0.00 | $0.00 | $0.00 |
| 1979 | +7.97% | +$797.11 | $0.00 | $0.00 | $0.00 |
| 1978 | +2.22% | +$222.21 | $0.00 | $0.00 | $0.00 |
| 1977 | +9.76% | +$975.61 | $0.00 | $0.00 | $0.00 |
| 1976 | +65.10% | +$6510.07 | $0.00 | $0.00 | $0.00 |
| 1975 | -26.24% | $2623.76 | $0.00 | $0.00 | $0.00 |
| 1974 | -0.98% | $98.04 | $0.00 | $0.00 | $0.00 |
| 1973 partial | -21.54% (-24.65% ann.) | $2153.85 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | -25.63% | -6.25% | $2563.40 | $2393.11 | $478.62 | $3.83 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +152.75% | +43.37% | +$15274.58 | $2368.16 | $473.63 | $3.79 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +83.26% | +12.89% | +$8326.10 | $2772.60 | $554.52 | $4.44 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -47.51% | -36.64% | $4751.27 | $447.20 | $89.44 | $0.72 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +87.06% | +20.38% | +$8706.25 | $2635.98 | $527.20 | $4.22 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +44.57% | +4.99% | +$4457.02 | $4452.63 | $890.53 | $7.12 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -22.89% | -94.85% | $2288.63 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +1.02% | +1.65% | +$102.04 | $558.08 | $111.62 | $0.89 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +15.91% | +15.03% | +$1590.63 | $743.01 | $148.60 | $1.19 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +21.92% | +23.42% | +$2192.26 | $685.63 | $137.13 | $1.10 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +2.04% | +1.10% | +$204.23 | $1049.56 | $209.91 | $1.68 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 10, 2026 | +10.48% | +6.61% | +$1048.10 | $969.08 | $193.82 | $1.55 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1986-12-26 | $0.1350 | 1.00% |
| 1987-03-26 | $0.1450 | 0.89% |
| 1987-06-25 | $0.1450 | 0.87% |
| 1987-09-25 | $0.1450 | 0.86% |
| 1987-12-28 | $0.1600 | 1.03% |
| 1988-03-25 | $0.1600 | 1.05% |
| 1988-06-27 | $0.1600 | 1.08% |
| 1988-09-27 | $0.1600 | 1.07% |
| 1988-12-27 | $0.1750 | 1.05% |
| 1989-03-28 | $0.1750 | 0.97% |
| 1989-06-27 | $0.1750 | 0.98% |
| 1989-09-26 | $0.1750 | 0.94% |
| 1989-12-26 | $0.1850 | 1.02% |
| 1990-03-27 | $0.1850 | 1.13% |
| 1990-06-26 | $0.1850 | 1.25% |
| 1990-09-25 | $0.1850 | 1.49% |
| 1990-12-26 | $0.1900 | 1.64% |
| 1991-03-25 | $0.1900 | 1.31% |
| 1991-06-25 | $0.1900 | 1.06% |
| 1991-09-25 | $0.1900 | 0.76% |
| 1992-01-07 | $0.2000 | 0.64% |
| 1992-04-07 | $0.2000 | 0.74% |
| 1992-07-07 | $0.2000 | 0.71% |
| 1992-10-06 | $0.2000 | 0.73% |
| 1993-01-05 | $0.2200 | 0.66% |
| 1993-04-05 | $0.2200 | 0.87% |
| 1993-07-06 | $0.2200 | 0.88% |
| 1993-10-05 | $0.2200 | 0.95% |
| 1994-01-04 | $0.2400 | 0.93% |
| 1994-04-05 | $0.2400 | 1.30% |
| 1994-07-05 | $0.2400 | 1.26% |
| 1994-10-04 | $0.2400 | 1.01% |
| 1995-01-03 | $0.2500 | 1.26% |
| 1995-04-04 | $0.2500 | 1.18% |
| 1995-07-06 | $0.2500 | 1.14% |
| 1995-10-05 | $0.2500 | 1.12% |
| 1996-01-04 | $0.2550 | 1.06% |
| 1996-04-03 | $0.2550 | 1.03% |
| 1996-07-03 | $0.2550 | 0.95% |
| 1996-10-09 | $0.2550 | 0.99% |
| 1997-01-09 | $0.2650 | 0.81% |
| 1997-04-10 | $0.2650 | 0.92% |
| 1997-07-10 | $0.2650 | 0.78% |
| 1997-10-08 | $0.2650 | 0.70% |
| 1998-01-08 | $0.2800 | 0.67% |
| 1998-04-08 | $0.2800 | 0.68% |
| 1998-07-09 | $0.2800 | 0.76% |
| 1998-10-07 | $0.2800 | 0.77% |
| 1999-01-07 | $0.3000 | 0.88% |
| 1999-04-08 | $0.3000 | 1.22% |
| 1999-07-08 | $0.3000 | 1.01% |
| 1999-10-06 | $0.3000 | 1.16% |
| 2000-01-06 | $0.3100 | 1.36% |
| 2000-04-06 | $0.3100 | 1.86% |
| 2000-07-06 | $0.3100 | 1.37% |
| 2000-10-04 | $0.3100 | 1.12% |
| 2001-01-04 | $0.3200 | 0.94% |
| 2001-04-05 | $0.3200 | 0.82% |
| 2001-07-05 | $0.3200 | 0.82% |
| 2001-10-04 | $0.3200 | 0.97% |
| 2002-01-09 | $0.3400 | 0.91% |
| 2002-04-04 | $0.3400 | 0.85% |
| 2002-07-03 | $0.3400 | 0.93% |
| 2002-10-10 | $0.3400 | 1.03% |
| 2003-01-09 | $0.3600 | 0.95% |
| 2003-04-10 | $0.3600 | 0.93% |
| 2003-07-10 | $0.3600 | 0.83% |
| 2003-10-09 | $0.3600 | 0.83% |
| 2004-01-09 | $0.3900 | 0.85% |
| 2004-04-07 | $0.3900 | 0.74% |
| 2004-07-08 | $0.3900 | 0.80% |
| 2004-10-06 | $0.3900 | 0.87% |
| 2005-01-06 | $0.4200 | 0.86% |
| 2005-04-07 | $0.4200 | 0.92% |
| 2005-07-07 | $0.4200 | 0.94% |
| 2005-10-05 | $0.4200 | 1.07% |
| 2006-01-05 | $0.4300 | 0.98% |
| 2006-04-06 | $0.4300 | 1.15% |
| 2006-07-06 | $0.4300 | 1.18% |
| 2006-10-06 | $0.4300 | 1.18% |
| 2007-01-04 | $0.4400 | 0.89% |
| 2007-04-04 | $0.4400 | 0.70% |
| 2007-07-05 | $0.4400 | 0.70% |
| 2007-10-04 | $0.4400 | 0.82% |
| 2008-01-10 | $0.4500 | 0.87% |
| 2008-04-10 | $0.4500 | 0.72% |
| 2008-07-10 | $0.4500 | 0.95% |
| 2008-10-09 | $0.4500 | 1.05% |
| 2009-01-08 | $0.4600 | 1.43% |
| 2009-04-08 | $0.4600 | 1.44% |
| 2009-07-09 | $0.4600 | 1.32% |
| 2009-10-08 | $0.4600 | 1.05% |
| 2010-01-07 | $0.4700 | 0.94% |
| 2010-04-08 | $0.4700 | 0.84% |
| 2010-07-08 | $0.4700 | 1.18% |
| 2010-10-07 | $0.4700 | 1.15% |
| 2011-01-06 | $0.4800 | 1.20% |
| 2011-04-07 | $0.4800 | 1.05% |
| 2011-07-07 | $0.4800 | 1.26% |
| 2011-10-06 | $0.4800 | 1.26% |
| 2012-01-05 | $0.4900 | 1.05% |
| 2012-04-04 | $0.4900 | 1.04% |
| 2012-07-05 | $0.4900 | 1.04% |
| 2012-10-04 | $0.4900 | 0.94% |
| 2013-01-10 | $0.5000 | 0.96% |
| 2013-04-04 | $0.5000 | 0.90% |
| 2013-07-03 | $0.5000 | 0.86% |
| 2013-10-10 | $0.5000 | 1.00% |
| 2014-01-09 | $0.5100 | 0.95% |
| 2014-04-10 | $0.5100 | 0.94% |
| 2014-07-10 | $0.5100 | 0.92% |
| 2014-10-09 | $0.5100 | 1.14% |
| 2015-01-08 | $0.5200 | 1.28% |
| 2015-04-10 | $0.5200 | 1.10% |
| 2015-07-09 | $0.5200 | 0.91% |
| 2015-10-08 | $0.5200 | 1.00% |
| 2016-01-07 | $0.5300 | 0.97% |
| 2016-04-07 | $0.5300 | 0.94% |
| 2016-07-07 | $0.5300 | 0.92% |
| 2016-10-06 | $0.5300 | 0.93% |
| 2017-01-05 | $0.5400 | 0.84% |
| 2017-04-06 | $0.5400 | 0.77% |
| 2017-07-06 | $0.5400 | 0.84% |
| 2017-10-06 | $0.5400 | 0.94% |
| 2018-01-05 | $0.5500 | 1.05% |
| 2018-04-06 | $0.5500 | 1.10% |
| 2018-07-06 | $0.7500 | 1.08% |
| 2018-10-05 | $0.7500 | 1.16% |
| 2019-01-04 | $0.7500 | 1.38% |
| 2019-04-05 | $0.7500 | 1.27% |
| 2019-07-05 | $0.7600 | 1.21% |
| 2019-10-04 | $0.7600 | 1.38% |
| 2020-01-10 | $0.7600 | 1.31% |
| 2020-04-09 | $0.7600 | 1.67% |
| 2020-07-10 | $0.7700 | 1.87% |
| 2020-10-08 | $0.7700 | 1.73% |
| 2021-01-08 | $0.7700 | 1.41% |
| 2021-04-09 | $0.7700 | 1.29% |
| 2021-07-09 | $0.7800 | 1.40% |
| 2021-10-07 | $0.7800 | 1.54% |
| 2022-01-07 | $0.7800 | 1.37% |
| 2022-04-08 | $0.7800 | 1.29% |
| 2022-07-08 | $0.7900 | 1.33% |
| 2022-10-06 | $0.7900 | 1.68% |
| 2023-01-06 | $0.7900 | 1.49% |
| 2023-04-06 | $0.7900 | 1.49% |
| 2023-07-07 | $0.8000 | 1.58% |
| 2023-10-05 | $0.8000 | 1.70% |
| 2024-01-05 | $0.8000 | 1.23% |
| 2024-04-05 | $0.8000 | 1.60% |
| 2024-07-08 | $0.8100 | 1.69% |
| 2024-10-11 | $0.8100 | 1.57% |
| 2025-01-13 | $0.8100 | 1.61% |
| 2025-04-14 | $0.8100 | 1.54% |
| 2025-07-14 | $0.8200 | 1.40% |
| 2025-10-10 | $0.8200 | 1.53% |
| 2026-01-12 | $0.8200 | 1.50% |
| Total | 157 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-10 to 2026-04-10. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-07-09 | $134.67 | $26.93 | $0.22 | 1.9681 |
| 2021-10-07 | $136.20 | $27.24 | $0.22 | 2.2058 |
| 2022-01-07 | $137.92 | $27.58 | $0.22 | 1.9573 |
| 2022-04-08 | $139.45 | $27.89 | $0.22 | 1.9289 |
| 2022-07-08 | $142.76 | $28.55 | $0.23 | 2.1482 |
| 2022-10-06 | $144.46 | $28.89 | $0.23 | 2.5860 |
| 2023-01-06 | $146.50 | $29.30 | $0.23 | 2.2036 |
| 2023-04-06 | $148.24 | $29.65 | $0.24 | 2.2823 |
| 2023-07-07 | $151.95 | $30.39 | $0.24 | 2.4547 |
| 2023-10-05 | $153.91 | $30.78 | $0.25 | 2.6466 |
| 2024-01-05 | $156.03 | $31.21 | $0.25 | 1.9849 |
| 2024-04-05 | $157.61 | $31.52 | $0.25 | 2.6260 |
| 2024-07-08 | $161.71 | $32.34 | $0.26 | 2.7712 |
| 2024-10-11 | $163.96 | $32.79 | $0.26 | 2.5870 |
| 2025-01-13 | $166.05 | $33.21 | $0.27 | 2.6691 |
| 2025-04-14 | $168.21 | $33.64 | $0.27 | 2.6073 |
| 2025-07-14 | $172.43 | $34.49 | $0.28 | 2.5026 |
| 2025-10-10 | $174.48 | $34.90 | $0.28 | 2.6414 |
| 2026-01-12 | $176.65 | $35.33 | $0.28 | 2.5992 |
| Total | $2933.20 | $586.64 | $4.69 | 45.3703 |
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.