ULTY Total Return Calculator
$10,000 since Feb 2024, with and without reinvesting · data through Oct 2026
Since Feb 2024, $10,000 became $9,181 reinvested (-3.2% a year), or $9,354 taking the distributions as cash, $8,240 of it paid out along the way.
ULTY became
$9,181
S&P 500: $15,361
Return a year
-3.2%
S&P 500: 17.5%
Payouts reinvested
$19,441
bought more shares
Worst drop
-20.2%
S&P 500: -7.6%
$10,000, Feb 2024 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | ULTY total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −2.7% | $4,998 | +11.7% |
| 2025 | +0.1% | $8,159 | +17.7% |
| 2024 (part) | −5.8% | $6,284 | +16.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: ULTY total return
Data as of · Source: SmarterDividends data
- $10,000 invested in ULTY at the end of Feb 2024, with distributions reinvested, was worth $9,181 at the end of Oct 2026: -3.2% a year, against $15,361 (17.5% a year) in the S&P 500.
- Taking ULTY's distributions as cash instead of reinvesting them, the same $10,000 ended at $9,354, including $8,240 of cash received; reinvesting added $0.
- ULTY's best calendar year in that time was 2025 (0.1%) and its worst 2025 (0.1%), with distributions reinvested.
Cite this page
SmarterDividends, "ULTY Total Return Calculator," updated Nov 7, 2026, https://smarterdividends.com/stocks/ULTY/total-return
ULTY total return questions
What is ULTY's total return since Feb 2024?
-8% in total, or -3.2% a year, through Oct 2026 with distributions reinvested. The share price alone fell 89%.
What was ULTY's worst year?
2025, at 0.1% with distributions reinvested (S&P 500: 17.7%). Its deepest fall from a peak, on month-end values, was -20.2%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.