Universal Logistics Holdings, Inc. (ULH) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$10,513
Total Return
5.13%
CAGR
1.01%
Dividends
$896.85
Yield on Cost
8.97%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.95% |
| Median | -0.26% |
| Best | +56.94% |
| Worst | -43.54% |
| % of Windows Positive | 49.2% |
1-Year (252 Trading Days)
| Average | +13.29% |
| Median | +9.85% |
| Best | +159.76% |
| Worst | -73.42% |
| % of Windows Positive | 53.7% |
3-Year (756 Trading Days)
| Average | +36.50% |
| Median | +23.53% |
| Best | +185.26% |
| Worst | -63.76% |
| % of Windows Positive | 57.9% |
Risk Metrics
| Maximum Drawdown | -74.92% |
| Average Drawdown | -30.04% |
| Drawdown Duration | 361 Trading Days (Unrecovered) |
| Sortino Ratio | 0.42 |
| Calmar Ratio | 0.01 |
| CVaR (5%) | -7.22% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +57.41% (+344.98% ann.) | +$5741.02 | $69.13 | $13.83 | $0.11 |
| 2025 | -66.41% | $6641.28 | $91.88 | $18.37 | $0.14 |
| 2024 | +65.27% | +$6527.20 | $150.39 | $30.08 | $0.23 |
| 2023 | -15.20% | $1520.18 | $126.14 | $25.23 | $0.20 |
| 2022 | +79.42% | +$7941.72 | $223.88 | $44.77 | $0.36 |
| 2021 | -6.99% | $698.89 | $205.07 | $41.01 | $0.33 |
| 2020 | +9.61% | +$960.69 | $111.06 | $22.21 | $0.18 |
| 2019 | +7.32% | +$731.83 | $354.18 | $70.84 | $0.58 |
| 2018 | -22.93% | $2293.04 | $162.88 | $32.58 | $0.25 |
| 2017 | +47.37% | +$4736.56 | $172.27 | $34.44 | $0.27 |
| 2016 | +18.29% | +$1828.93 | $200.53 | $40.11 | $0.31 |
| 2015 | -50.20% | $5020.24 | $98.57 | $19.72 | $0.16 |
| 2014 | -5.73% | $572.67 | $92.07 | $18.42 | $0.15 |
| 2013 | +67.86% | +$6786.03 | $76.79 | $15.36 | $0.12 |
| 2012 | +5.77% | +$576.74 | $550.96 | $110.19 | $0.89 |
| 2011 | +21.32% | +$2132.46 | $628.15 | $125.63 | $1.01 |
| 2010 | -12.04% | $1204.43 | $0.00 | $0.00 | $0.00 |
| 2009 | +36.22% | +$3621.77 | $706.21 | $141.24 | $1.13 |
| 2008 | -26.10% | $2609.61 | $0.00 | $0.00 | $0.00 |
| 2007 | -19.33% | $1932.63 | $0.00 | $0.00 | $0.00 |
| 2006 | +3.26% | +$326.09 | $0.00 | $0.00 | $0.00 |
| 2005 partial | +2.22% (+2.52% ann.) | +$222.22 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | February 11, 2005 – October 9, 2007 | +3.56% | +1.32% | +$355.56 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -51.74% | -40.30% | $5174.46 | $430.84 | $86.17 | $0.69 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +22.27% | +6.14% | +$2226.55 | $1796.50 | $359.30 | $2.88 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +37.65% | +4.31% | +$3765.23 | $1620.82 | $324.17 | $2.57 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -38.58% | -99.62% | $3858.29 | $55.29 | $11.06 | $0.09 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +67.20% | +128.65% | +$6719.62 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -9.16% | -8.71% | $915.69 | $198.28 | $39.65 | $0.32 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +85.51% | +92.73% | +$8551.06 | $227.37 | $45.47 | $0.36 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +20.59% | +10.63% | +$2059.19 | $234.12 | $46.83 | $0.37 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -43.78% | -30.42% | $4377.74 | $146.66 | $29.33 | $0.23 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2009-03-04 | $1.0000 | 8.26% |
| 2011-09-14 | $1.0000 | 7.38% |
| 2012-03-22 | $1.0000 | 6.05% |
| 2013-08-01 | $0.0700 | 0.25% |
| 2013-10-31 | $0.0700 | 0.26% |
| 2014-02-27 | $0.0700 | 0.27% |
| 2014-05-01 | $0.0700 | 0.28% |
| 2014-07-31 | $0.0700 | 0.28% |
| 2014-10-30 | $0.0700 | 0.27% |
| 2015-02-26 | $0.0700 | 0.28% |
| 2015-05-07 | $0.0700 | 0.35% |
| 2015-07-30 | $0.0700 | 0.34% |
| 2015-10-29 | $0.0700 | 0.44% |
| 2016-03-03 | $0.0700 | 0.43% |
| 2016-05-05 | $0.0700 | 0.53% |
| 2016-08-04 | $0.0700 | 0.47% |
| 2016-11-03 | $0.0700 | 0.56% |
| 2017-03-02 | $0.0700 | 0.50% |
| 2017-05-04 | $0.0700 | 0.48% |
| 2017-08-03 | $0.0700 | 0.49% |
| 2017-11-03 | $0.0700 | 0.32% |
| 2018-03-02 | $0.0700 | 0.32% |
| 2018-05-04 | $0.1050 | 0.48% |
| 2018-08-03 | $0.1050 | 0.30% |
| 2018-11-02 | $0.1050 | 0.38% |
| 2019-03-01 | $0.2150 | 0.97% |
| 2019-05-03 | $0.1050 | 0.45% |
| 2019-08-02 | $0.1050 | 0.53% |
| 2019-08-29 | $0.1050 | 0.51% |
| 2019-11-29 | $0.1050 | 0.53% |
| 2020-02-28 | $0.1050 | 0.66% |
| 2020-12-04 | $0.1050 | 0.48% |
| 2021-02-26 | $0.1050 | 0.44% |
| 2021-06-04 | $0.1050 | 0.42% |
| 2021-09-02 | $0.1050 | 0.48% |
| 2021-12-03 | $0.1050 | 0.56% |
| 2022-03-04 | $0.1050 | 0.55% |
| 2022-06-03 | $0.1050 | 0.36% |
| 2022-09-01 | $0.1050 | 0.29% |
| 2022-12-02 | $0.1050 | 0.27% |
| 2023-03-03 | $0.1050 | 0.34% |
| 2023-06-02 | $0.1050 | 0.39% |
| 2023-08-31 | $0.1050 | 0.38% |
| 2023-12-01 | $0.1050 | 0.42% |
| 2024-03-01 | $0.1050 | 0.31% |
| 2024-06-03 | $0.1050 | 0.24% |
| 2024-08-30 | $0.1050 | 0.25% |
| 2024-12-02 | $0.1050 | 0.20% |
| 2025-03-03 | $0.1050 | 0.39% |
| 2025-06-02 | $0.1050 | 0.44% |
| 2025-08-29 | $0.1050 | 0.40% |
| 2025-12-01 | $0.1050 | 0.70% |
| 2026-03-23 | $0.1050 | 0.59% |
| Total | 53 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-04 | $43.52 | $8.70 | $0.07 | 1.3814 |
| 2021-09-02 | $43.66 | $8.73 | $0.07 | 1.5917 |
| 2021-12-03 | $43.83 | $8.76 | $0.07 | 1.9194 |
| 2022-03-04 | $44.03 | $8.81 | $0.07 | 1.8521 |
| 2022-06-03 | $44.22 | $8.84 | $0.07 | 1.2179 |
| 2022-09-01 | $44.35 | $8.87 | $0.07 | 0.9820 |
| 2022-12-02 | $44.46 | $8.89 | $0.07 | 0.9397 |
| 2023-03-03 | $44.55 | $8.91 | $0.07 | 1.1350 |
| 2023-06-02 | $44.67 | $8.93 | $0.07 | 1.2397 |
| 2023-08-31 | $44.80 | $8.96 | $0.07 | 1.3189 |
| 2023-12-01 | $44.94 | $8.99 | $0.07 | 1.4021 |
| 2024-03-01 | $45.09 | $9.02 | $0.07 | 1.0609 |
| 2024-06-03 | $45.20 | $9.04 | $0.07 | 0.8379 |
| 2024-08-30 | $45.29 | $9.06 | $0.07 | 0.8554 |
| 2024-12-02 | $45.37 | $9.07 | $0.07 | 0.6970 |
| 2025-03-03 | $45.45 | $9.09 | $0.07 | 1.3892 |
| 2025-06-02 | $45.60 | $9.12 | $0.07 | 1.5425 |
| 2025-08-29 | $45.75 | $9.15 | $0.07 | 1.4084 |
| 2025-12-01 | $45.90 | $9.18 | $0.07 | 2.4983 |
| 2026-03-23 | $46.17 | $9.24 | $0.07 | 1.8579 |
| Total | $896.85 | $179.37 | $1.41 | 27.1272 |
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.