The Western Union Company (WU) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$4,261
Total Return
-57.39%
CAGR
-15.69%
Dividends
$2,123.58
Yield on Cost
21.24%
Rolling Returns
1-Month (21 Trading Days)
| Average | -1.03% |
| Median | -1.05% |
| Best | +19.40% |
| Worst | -26.41% |
| % of Windows Positive | 43.6% |
1-Year (252 Trading Days)
| Average | -11.55% |
| Median | -11.94% |
| Best | +39.18% |
| Worst | -41.93% |
| % of Windows Positive | 18.8% |
3-Year (756 Trading Days)
| Average | -26.93% |
| Median | -30.86% |
| Best | +11.50% |
| Worst | -43.36% |
| % of Windows Positive | 5.8% |
Risk Metrics
| Maximum Drawdown | -59.95% |
| Average Drawdown | -40.94% |
| Drawdown Duration | 1251 Trading Days (Unrecovered) |
| Sortino Ratio | -0.63 |
| Calmar Ratio | -0.26 |
| CVaR (5%) | -4.15% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -13.42% (-28.96% ann.) | $1342.38 | $252.41 | $50.48 | $0.41 |
| 2025 | -4.71% | $471.41 | $913.57 | $182.71 | $1.46 |
| 2024 | -5.30% | $529.77 | $806.38 | $161.28 | $1.28 |
| 2023 | -7.77% | $777.28 | $699.81 | $139.97 | $1.12 |
| 2022 | -18.90% | $1890.44 | $535.97 | $107.19 | $0.85 |
| 2021 | -15.87% | $1587.30 | $433.48 | $86.70 | $0.69 |
| 2020 | -15.37% | $1536.60 | $340.31 | $68.06 | $0.54 |
| 2019 | +61.65% | +$6165.08 | $474.72 | $94.95 | $0.76 |
| 2018 | -7.41% | $741.03 | $404.36 | $80.87 | $0.65 |
| 2017 | -9.93% | $993.44 | $325.74 | $65.15 | $0.53 |
| 2016 | +24.45% | +$2444.99 | $360.98 | $72.19 | $0.58 |
| 2015 | +2.60% | +$260.32 | $349.43 | $69.89 | $0.56 |
| 2014 | +6.36% | +$636.45 | $292.54 | $58.50 | $0.47 |
| 2013 | +29.87% | +$2986.52 | $370.88 | $74.17 | $0.61 |
| 2012 | -23.87% | $2386.98 | $234.46 | $46.90 | $0.37 |
| 2011 | -0.30% | $30.20 | $167.75 | $33.55 | $0.28 |
| 2010 | -0.34% | $34.07 | $133.21 | $26.64 | $0.22 |
| 2009 | +31.78% | +$3178.13 | $41.85 | $8.37 | $0.07 |
| 2008 | -40.80% | $4080.38 | $16.48 | $3.30 | $0.02 |
| 2007 | +8.44% | +$844.48 | $17.84 | $3.57 | $0.03 |
| 2006 partial | +13.50% (+69.15% ann.) | +$1350.12 | $5.06 | $1.01 | $0.01 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | October 2, 2006 – October 9, 2007 | +5.86% | +5.75% | +$585.68 | $5.06 | $1.01 | $0.01 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -47.99% | -37.05% | $4799.10 | $39.36 | $7.88 | $0.06 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +56.99% | +14.29% | +$5699.25 | $741.80 | $148.36 | $1.21 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +85.63% | +8.52% | +$8562.74 | $3049.21 | $609.84 | $4.91 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -29.40% | -98.12% | $2939.66 | $84.91 | $16.98 | $0.13 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +9.49% | +15.71% | +$949.00 | $236.44 | $47.29 | $0.38 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -22.19% | -21.18% | $2219.24 | $438.89 | $87.78 | $0.70 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -16.12% | -17.03% | $1611.92 | $603.62 | $120.72 | $0.96 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -0.23% | -0.13% | $23.20 | $1475.94 | $295.19 | $2.36 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -25.21% | -15.66% | $2520.65 | $1243.82 | $248.76 | $1.99 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2006-12-13 | $0.0100 | 0.04% |
| 2007-12-12 | $0.0400 | 0.17% |
| 2008-12-18 | $0.0400 | 0.28% |
| 2009-12-17 | $0.0600 | 0.31% |
| 2010-03-17 | $0.0600 | 0.37% |
| 2010-06-16 | $0.0600 | 0.37% |
| 2010-09-30 | $0.0600 | 0.34% |
| 2010-12-16 | $0.0700 | 0.38% |
| 2011-03-16 | $0.0700 | 0.34% |
| 2011-06-15 | $0.0800 | 0.40% |
| 2011-09-22 | $0.0800 | 0.50% |
| 2011-12-15 | $0.0800 | 0.46% |
| 2012-03-14 | $0.1000 | 0.55% |
| 2012-06-13 | $0.1000 | 0.61% |
| 2012-09-20 | $0.1000 | 0.54% |
| 2012-12-13 | $0.1250 | 0.94% |
| 2013-03-13 | $0.1250 | 0.86% |
| 2013-06-12 | $0.1250 | 0.75% |
| 2013-09-12 | $0.1250 | 0.66% |
| 2013-12-13 | $0.1250 | 0.75% |
| 2014-03-13 | $0.1250 | 0.75% |
| 2014-06-12 | $0.1250 | 0.76% |
| 2014-09-11 | $0.1250 | 0.73% |
| 2014-12-12 | $0.1250 | 0.70% |
| 2015-03-13 | $0.1550 | 0.79% |
| 2015-06-12 | $0.1550 | 0.71% |
| 2015-09-14 | $0.1550 | 0.85% |
| 2015-12-15 | $0.1550 | 0.85% |
| 2016-03-15 | $0.1600 | 0.84% |
| 2016-06-14 | $0.1600 | 0.84% |
| 2016-09-14 | $0.1600 | 0.78% |
| 2016-12-15 | $0.1600 | 0.74% |
| 2017-03-15 | $0.1750 | 0.86% |
| 2017-06-14 | $0.1750 | 0.90% |
| 2017-09-14 | $0.1750 | 0.92% |
| 2017-12-15 | $0.1750 | 0.90% |
| 2018-03-15 | $0.1900 | 0.94% |
| 2018-06-14 | $0.1900 | 0.91% |
| 2018-09-13 | $0.1900 | 0.98% |
| 2018-12-14 | $0.1900 | 1.02% |
| 2019-03-14 | $0.2000 | 1.09% |
| 2019-06-13 | $0.2000 | 0.99% |
| 2019-09-13 | $0.2000 | 0.84% |
| 2019-12-16 | $0.2000 | 0.73% |
| 2020-03-16 | $0.2250 | 1.02% |
| 2020-06-15 | $0.2250 | 1.00% |
| 2020-09-15 | $0.2250 | 1.00% |
| 2020-12-18 | $0.2250 | 0.97% |
| 2021-03-16 | $0.2350 | 0.93% |
| 2021-06-15 | $0.2350 | 0.95% |
| 2021-09-15 | $0.2350 | 1.12% |
| 2021-12-16 | $0.2350 | 1.28% |
| 2022-03-16 | $0.2350 | 1.34% |
| 2022-06-15 | $0.2350 | 1.43% |
| 2022-09-15 | $0.2350 | 1.62% |
| 2022-12-16 | $0.2350 | 1.71% |
| 2023-03-16 | $0.2350 | 2.18% |
| 2023-06-15 | $0.2350 | 1.99% |
| 2023-09-14 | $0.2350 | 1.85% |
| 2023-12-19 | $0.2350 | 1.93% |
| 2024-03-14 | $0.2350 | 1.73% |
| 2024-06-14 | $0.2350 | 1.89% |
| 2024-09-16 | $0.2350 | 1.98% |
| 2024-12-23 | $0.2350 | 2.19% |
| 2025-03-17 | $0.2350 | 2.20% |
| 2025-06-16 | $0.2350 | 2.72% |
| 2025-09-16 | $0.2350 | 2.80% |
| 2025-12-22 | $0.2350 | 2.46% |
| 2026-03-17 | $0.2350 | 2.48% |
| Total | 69 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 |
|---|---|---|---|---|
| 2021-06-15 | $93.55 | $18.71 | $0.15 | 3.0524 |
| 2021-09-15 | $94.27 | $18.86 | $0.15 | 3.5269 |
| 2021-12-16 | $95.10 | $19.02 | $0.15 | 4.1063 |
| 2022-03-16 | $96.06 | $19.21 | $0.15 | 4.2871 |
| 2022-06-15 | $97.07 | $19.41 | $0.15 | 4.8137 |
| 2022-09-15 | $98.20 | $19.64 | $0.15 | 5.6203 |
| 2022-12-16 | $99.52 | $19.90 | $0.16 | 5.9833 |
| 2023-03-16 | $100.93 | $20.18 | $0.16 | 7.5168 |
| 2023-06-15 | $102.69 | $20.54 | $0.17 | 7.0500 |
| 2023-09-14 | $104.35 | $20.87 | $0.17 | 6.5498 |
| 2023-12-19 | $105.89 | $21.18 | $0.17 | 6.9755 |
| 2024-03-14 | $107.53 | $21.51 | $0.17 | 6.4453 |
| 2024-06-14 | $109.04 | $21.81 | $0.17 | 7.2190 |
| 2024-09-16 | $110.74 | $22.15 | $0.18 | 7.5183 |
| 2024-12-23 | $112.51 | $22.50 | $0.18 | 8.5386 |
| 2025-03-17 | $114.51 | $22.90 | $0.18 | 8.5848 |
| 2025-06-16 | $116.53 | $23.30 | $0.18 | 10.7559 |
| 2025-09-16 | $119.06 | $23.81 | $0.19 | 11.5923 |
| 2025-12-22 | $121.78 | $24.36 | $0.20 | 10.4326 |
| 2026-03-17 | $124.23 | $24.85 | $0.20 | 10.7231 |
| Total | $2123.58 | $424.72 | $3.39 | 141.2917 |
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.