Universal (UVV) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Universal (UVV) ten years ago, at the end of Oct 2016, was worth $13,433 at the end of Oct 2026 with every dividend reinvested: 3.0% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $20,730 reinvested (3.9% a year), or $17,519 taking the dividends as cash, $9,429 of it paid out along the way.
UVV became
$20,730
S&P 500: $72,756
Return a year
3.9%
S&P 500: 11.1%
Payouts reinvested
$15,728
bought more shares
Worst drop
-54.3%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | UVV total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −16.0% | $1,628 | +11.7% |
| 2025 | +2.3% | $1,516 | +17.7% |
| 2024 | −13.4% | $1,396 | +24.9% |
| 2023 | +35.8% | $1,294 | +26.2% |
| 2022 | +1.8% | $1,190 | −18.2% |
| 2021 | +19.6% | $1,026 | +28.7% |
| 2020 | −9.0% | $1,015 | +18.3% |
| 2019 | +11.1% | $943 | +31.2% |
| 2018 | +7.8% | $783 | −4.6% |
| 2017 | −14.8% | $652 | +21.7% |
| 2016 | +18.0% | $589 | +12.0% |
| 2015 | +33.1% | $571 | +1.2% |
| 2014 | −16.2% | $520 | +13.5% |
| 2013 | +13.6% | $529 | +32.3% |
| 2012 | +13.2% | $459 | +16.0% |
| 2011 | +18.5% | $445 | +1.9% |
| 2010 | −7.0% | $416 | +15.1% |
| 2009 | +61.0% | $390 | +26.4% |
| 2008 | −39.5% | $365 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: UVV total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Universal (UVV) at the end of Dec 2007, with dividends reinvested, was worth $20,730 at the end of Oct 2026: 3.9% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, UVV turned $10,000 into $13,433 with dividends reinvested, 3.0% a year.
- Over the 5 years to Oct 2026, UVV returned 3.7% a year with dividends reinvested (S&P 500: 12.0%).
- Taking UVV's dividends as cash instead of reinvesting them, the same $10,000 ended at $17,519, including $9,429 of cash received; reinvesting added $3,211.
- UVV's best calendar year in that time was 2009 (61.0%) and its worst 2008 (-39.5%), with dividends reinvested.
Cite this page
SmarterDividends, "Universal (UVV) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/UVV/total-return
UVV total return questions
If I invested $10,000 in UVV 10 years ago, how much would I have?
About $13,433 at the end of Oct 2026, with every dividend reinvested: 3.0% a year. Taking them as cash, you'd have shares worth $7,646 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is UVV's total return since Dec 2007?
107% in total, or 3.9% a year, through Oct 2026 with dividends reinvested. The share price alone fell 19%.
How much of UVV's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $3,211 better off on a $10,000 start.
What was UVV's worst year?
2008, at -39.5% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -54.3%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend 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.