Performance analysis of Universal Insurance (UVE)
Annual Return
Over the past 3 years, UVE has had an average annual return of +36.74%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, UVE has had an average annual return of +26.02%, outperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, UVE has had an average annual return of +10.47%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jun 6, 2003, UVE has had an average annual return of +41.25%, outperforming the benchmark SPY, which returned +11.24% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.47% | +65.36% | +36.83% | +58.08% | -33.54% | +18.36% | -43.49% | -24.23% | +41.46% | -0.98% | +26.49% | +16.53% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +46.46% | +251.12% | +37.15% | -20.67% | -11.41% | +171.41% | -62.07% | +175.67% | +293.76% | +1,440% | +0% | +25% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -9.91% | +15.50% | -2.43% | +16.01% | -6.21% | -3.62% | +6.47% | ||||||
| 2025 | -8.17% | +14.68% | +7.66% | +2.28% | +12.65% | +2.17% | -14.75% | +3.89% | +7.83% | +17.19% | +7.50% | +2.97% | +65.36% |
| 2024 | +4.01% | +21.48% | +1.47% | -3.94% | +1.77% | -4.82% | +5.60% | +8.87% | +3.60% | -10.02% | +13.49% | -5.70% | +36.83% |
| 2023 | +20.30% | +51.73% | -4.95% | -15.37% | -5.99% | +7.53% | +0.65% | -17.60% | +10.74% | +11.70% | +8.30% | -4.13% | +58.08% |
| 2022 | +1.41% | -32.95% | +18.21% | -6.89% | +4.03% | +1.01% | -2.92% | -4.38% | -17.50% | +1.93% | +9.46% | -1.10% | -33.54% |
| 2021 | -11.38% | +11.20% | -2.73% | -2.72% | +2.20% | -1.56% | +3.17% | +0.56% | -8.43% | +13.27% | +2.03% | +14.91% | +18.36% |
| 2020 | -13.04% | -15.00% | -12.74% | +1.73% | -1.07% | -0.62% | -0.46% | +5.94% | -25.39% | -9.90% | +11.95% | +10.37% | -43.49% |
| 2019 | -0.53% | +3.50% | -20.19% | -3.90% | -1.99% | -3.93% | -10.58% | +0.77% | +19.96% | -9.60% | +7.34% | -2.83% | -24.23% |
| 2018 | +7.50% | +0.11% | +8.87% | +2.17% | +9.86% | -1.09% | +26.50% | +0.45% | +8.86% | -13.53% | +5.25% | -13.60% | +41.46% |
| 2017 | -7.92% | +3.60% | -9.09% | +6.33% | -5.37% | +2.78% | -5.36% | -10.06% | +7.97% | +3.70% | +11.83% | +3.60% | -0.98% |
Drawdown analysis of Universal Insurance (UVE)
The maximum drawdown for the UVE was -80.50%, occurring on Oct 10, 2008. Recovery took 1142 trading sessions.
The current UVE drawdown is -13.17%.
Since Jun 6, 2003 UVE has experienced the following drawdowns:
- 50% or more: 5 times
- 40% or more: 7 times
- 30% or more: 11 times
- 20% or more: 17 times
- 10% or more: 32 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -80.50% | Oct 8, 2007 | 255 | Oct 10, 2008 | 1142 | Apr 26, 2013 | 1397 |
| -79.58% | Sep 26, 2018 | 1015 | Oct 7, 2022 | 888 | Apr 24, 2026 | 1903 |
| -66.67% | Aug 19, 2003 | 81 | Dec 12, 2003 | 485 | Nov 15, 2005 | 566 |
| -54.13% | Oct 23, 2015 | 75 | Feb 11, 2016 | 564 | May 9, 2018 | 639 |
| -50.00% | Jun 6, 2003 | 8 | Jun 18, 2003 | 23 | Jul 22, 2003 | 31 |
| -46.15% | Jul 6, 2006 | 19 | Aug 2, 2006 | 41 | Sep 29, 2006 | 60 |
| -40.00% | Jul 29, 2003 | 8 | Aug 8, 2003 | 7 | Aug 19, 2003 | 15 |
| -36.27% | Nov 27, 2006 | 27 | Jan 8, 2007 | 5 | Jan 16, 2007 | 32 |
| -35.71% | Nov 18, 2005 | 5 | Nov 28, 2005 | 10 | Dec 12, 2005 | 15 |
| -33.57% | Mar 24, 2006 | 6 | Apr 3, 2006 | 45 | Jun 7, 2006 | 51 |
| -30.69% | Dec 27, 2013 | 26 | Feb 5, 2014 | 20 | Mar 6, 2014 | 46 |
| -28.62% | Jun 21, 2007 | 31 | Aug 6, 2007 | 36 | Sep 26, 2007 | 67 |
| -27.96% | Oct 16, 2006 | 7 | Oct 25, 2006 | 21 | Nov 24, 2006 | 28 |
| -24.08% | May 5, 2014 | 15 | May 27, 2014 | 108 | Oct 28, 2014 | 123 |
| -22.64% | Aug 5, 2015 | 15 | Aug 26, 2015 | 27 | Oct 5, 2015 | 42 |
| -22.02% | Aug 8, 2013 | 43 | Oct 9, 2013 | 31 | Nov 21, 2013 | 74 |
| -20.00% | Nov 16, 2005 | 1 | Nov 17, 2005 | 1 | Nov 18, 2005 | 2 |
| -19.06% | Apr 30, 2007 | 6 | May 8, 2007 | 5 | May 15, 2007 | 11 |
| -18.52% | Feb 21, 2006 | 13 | Mar 10, 2006 | 10 | Mar 24, 2006 | 23 |
| -18.43% | Feb 1, 2007 | 45 | Apr 9, 2007 | 12 | Apr 25, 2007 | 57 |
| -16.67% | Jul 22, 2003 | 1 | Jul 23, 2003 | 1 | Jul 24, 2003 | 2 |
| -16.24% | Mar 7, 2014 | 15 | Mar 28, 2014 | 25 | May 5, 2014 | 40 |
| -15.15% | Jun 9, 2006 | 2 | Jun 13, 2006 | 14 | Jul 3, 2006 | 16 |
| -14.85% | Jan 23, 2006 | 14 | Feb 10, 2006 | 2 | Feb 14, 2006 | 16 |
| -14.84% | May 20, 2013 | 8 | May 31, 2013 | 30 | Jul 15, 2013 | 38 |