UWM Holdings Corporation (UWMC) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$4,160
Total Return
-58.40%
CAGR
-16.09%
Dividends
$2,608.45
Yield on Cost
26.08%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.40% |
| Median | -1.62% |
| Best | +49.78% |
| Worst | -28.03% |
| % of Windows Positive | 45.2% |
1-Year (252 Trading Days)
| Average | +8.74% |
| Median | -1.56% |
| Best | +127.42% |
| Worst | -65.38% |
| % of Windows Positive | 48.6% |
3-Year (756 Trading Days)
| Average | +36.74% |
| Median | +35.40% |
| Best | +136.65% |
| Worst | -38.41% |
| % of Windows Positive | 83.4% |
Risk Metrics
| Maximum Drawdown | -69.37% |
| Average Drawdown | -39.69% |
| Drawdown Duration | 790 Trading Days |
| Sortino Ratio | -0.14 |
| Calmar Ratio | -0.23 |
| CVaR (5%) | -6.98% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -36.32% (-65.72% ann.) | $3632.26 | $228.31 | $45.66 | $0.37 |
| 2025 | -20.63% | $2063.33 | $697.43 | $139.49 | $1.10 |
| 2024 | -13.99% | $1399.42 | $568.99 | $113.80 | $0.92 |
| 2023 | +128.79% | +$12879.19 | $1237.72 | $247.52 | $1.96 |
| 2022 | -39.36% | $3935.99 | $697.29 | $139.46 | $1.11 |
| 2021 | -53.08% | $5307.96 | $308.86 | $61.77 | $0.50 |
| 2020 partial | +34.25% (+55.42% ann.) | +$3425.36 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy bazooka / monetary euphoria partial | May 1, 2020 – November 6, 2020 | +1.43% | +2.78% | +$143.15 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -28.52% | -27.28% | $2851.85 | $304.79 | $60.96 | $0.49 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -40.83% | -42.72% | $4083.29 | $594.69 | $118.94 | $0.95 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +136.98% | +59.28% | +$13697.92 | $1763.36 | $352.68 | $2.82 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -65.96% | -46.83% | $6595.55 | $817.14 | $163.43 | $1.30 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2021-03-09 | $0.1000 | 1.23% |
| 2021-06-09 | $0.1000 | 1.08% |
| 2021-09-09 | $0.1000 | 1.39% |
| 2021-12-09 | $0.1000 | 1.43% |
| 2022-03-11 | $0.1000 | 2.24% |
| 2022-06-17 | $0.1000 | 3.05% |
| 2022-09-19 | $0.1000 | 2.71% |
| 2022-12-08 | $0.1000 | 2.16% |
| 2023-03-09 | $0.1000 | 2.12% |
| 2023-06-20 | $0.1000 | 1.75% |
| 2023-09-19 | $0.1000 | 1.86% |
| 2023-12-19 | $0.1000 | 1.39% |
| 2024-03-19 | $0.1000 | 1.47% |
| 2024-06-20 | $0.1000 | 1.38% |
| 2024-09-19 | $0.1000 | 1.12% |
| 2024-12-19 | $0.1000 | 1.74% |
| 2025-03-20 | $0.1000 | 1.66% |
| 2025-06-18 | $0.1000 | 2.54% |
| 2025-09-18 | $0.1000 | 1.49% |
| 2025-12-18 | $0.1000 | 2.06% |
| 2026-03-19 | $0.1000 | 2.71% |
| Total | 21 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-09 | $112.99 | $22.60 | $0.19 | 9.0577 |
| 2021-09-09 | $113.90 | $22.78 | $0.19 | 12.7901 |
| 2021-12-09 | $115.18 | $23.04 | $0.19 | 13.3661 |
| 2022-03-11 | $116.52 | $23.30 | $0.19 | 21.2874 |
| 2022-06-17 | $118.64 | $23.73 | $0.19 | 29.4179 |
| 2022-09-19 | $121.59 | $24.32 | $0.20 | 26.3074 |
| 2022-12-08 | $124.22 | $24.85 | $0.20 | 21.5130 |
| 2023-03-09 | $126.36 | $25.27 | $0.20 | 21.9809 |
| 2023-06-20 | $128.57 | $25.71 | $0.21 | 18.1677 |
| 2023-09-19 | $130.38 | $26.07 | $0.21 | 20.1740 |
| 2023-12-19 | $132.40 | $26.48 | $0.21 | 14.4411 |
| 2024-03-19 | $133.84 | $26.77 | $0.22 | 15.8313 |
| 2024-06-20 | $135.43 | $27.09 | $0.22 | 15.4908 |
| 2024-09-19 | $136.98 | $27.40 | $0.22 | 12.8510 |
| 2024-12-19 | $138.27 | $27.65 | $0.22 | 19.5378 |
| 2025-03-20 | $140.22 | $28.04 | $0.22 | 18.9102 |
| 2025-06-18 | $142.11 | $28.43 | $0.23 | 28.5788 |
| 2025-09-18 | $144.97 | $29.00 | $0.23 | 17.6164 |
| 2025-12-18 | $146.73 | $29.35 | $0.23 | 24.1539 |
| 2026-03-19 | $149.14 | $29.83 | $0.24 | 32.2696 |
| Total | $2608.45 | $521.70 | $4.17 | 393.7431 |
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.