Performance analysis of Universal (UVV)
Annual Return
Over the past 3 years, UVV has had an average annual return of +9.85%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, UVV has had an average annual return of +7.45%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, UVV has had an average annual return of +4.62%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, UVV has had an average annual return of +7.89%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.88% | +2.34% | -13.30% | +35.77% | +2.06% | +19.70% | -9.03% | +11.09% | +7.77% | -14.78% | +18.08% | +33.15% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -16.14% | +13.53% | +13.14% | +18.44% | -6.98% | +60.98% | -39.48% | +7.82% | +18.22% | -5.82% | +11.90% | +23.79% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +4.48% | +8.90% | +62.28% | -5.70% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.90% | -5.05% | -1.92% | +3.30% | -3.19% | +0.58% | +3.79% | +5.88% | |||||
| 2025 | -1.56% | +0.92% | +4.55% | +5.59% | +12.22% | -10.93% | -5.08% | +2.72% | -0.14% | -7.88% | +4.10% | -0.02% | +2.34% |
| 2024 | -12.82% | -17.15% | +7.73% | +1.10% | -6.75% | +0.48% | +12.78% | +1.65% | -2.19% | -2.59% | +12.18% | -3.99% | -13.30% |
| 2023 | +4.49% | -6.95% | +4.55% | +5.36% | -6.08% | -3.12% | +2.90% | -5.83% | -0.86% | -3.04% | +25.02% | +19.66% | +35.77% |
| 2022 | +0.48% | -0.59% | +7.32% | +0.97% | +10.08% | -4.99% | -6.21% | -8.71% | -9.80% | +11.87% | +12.45% | -7.20% | +2.06% |
| 2021 | -4.25% | +10.79% | +16.08% | -3.40% | -0.34% | +1.66% | -7.13% | -2.99% | -4.49% | -1.21% | -0.92% | +17.93% | +19.70% |
| 2020 | -5.59% | -7.15% | -10.41% | +11.19% | -8.91% | -3.52% | +1.03% | +2.96% | -3.52% | -3.16% | +14.20% | +6.81% | -9.03% |
| 2019 | +8.01% | +2.84% | -2.88% | -5.33% | +4.94% | +7.52% | -0.88% | -15.87% | +9.49% | +1.40% | -4.71% | +9.27% | +11.09% |
| 2018 | -7.61% | +2.40% | -1.32% | -1.92% | +40.60% | -0.15% | +5.74% | -13.46% | +8.70% | +5.62% | -6.57% | -14.59% | +7.77% |
| 2017 | +7.57% | -0.44% | +4.50% | +4.62% | -9.60% | -2.56% | -0.31% | -10.56% | +0.18% | +1.06% | -6.98% | -1.59% | -14.78% |
Drawdown analysis of Universal (UVV)
The maximum drawdown for the UVV was -59.83%, occurring on Mar 9, 2009. Recovery took 977 trading sessions.
The current UVV drawdown is -11.97%.
Since Nov 1, 1999 UVV has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 5 times
- 20% or more: 11 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.83% | Mar 25, 2008 | 241 | Mar 9, 2009 | 977 | Jan 24, 2013 | 1218 |
| -48.12% | Nov 8, 1999 | 97 | Mar 28, 2000 | 98 | Aug 16, 2000 | 195 |
| -45.67% | Feb 8, 2017 | 784 | Mar 23, 2020 | 543 | May 17, 2022 | 1327 |
| -36.06% | Aug 5, 2013 | 327 | Nov 19, 2014 | 177 | Aug 5, 2015 | 504 |
| -32.74% | May 21, 2007 | 56 | Aug 9, 2007 | 153 | Mar 19, 2008 | 209 |
| -29.64% | Dec 29, 2023 | 101 | May 24, 2024 | 253 | May 30, 2025 | 354 |
| -28.66% | Jun 1, 2022 | 89 | Oct 7, 2022 | 290 | Dec 4, 2023 | 379 |
| -27.84% | Apr 22, 2004 | 579 | Aug 9, 2006 | 92 | Dec 19, 2006 | 671 |
| -25.53% | Aug 24, 2001 | 25 | Oct 5, 2001 | 136 | Apr 23, 2002 | 161 |
| -25.33% | May 13, 2002 | 49 | Jul 23, 2002 | 215 | May 30, 2003 | 264 |
| -20.69% | May 30, 2025 | 106 | Oct 30, 2025 | Ongoing | Ongoing | Ongoing |
| -19.57% | Aug 5, 2015 | 13 | Aug 24, 2015 | 149 | Mar 29, 2016 | 162 |
| -12.23% | Aug 25, 2016 | 44 | Oct 27, 2016 | 30 | Dec 9, 2016 | 74 |
| -12.21% | Dec 28, 2000 | 19 | Jan 26, 2001 | 10 | Feb 9, 2001 | 29 |
| -11.75% | Jan 25, 2017 | 4 | Jan 31, 2017 | 6 | Feb 8, 2017 | 10 |
| -10.44% | May 16, 2001 | 23 | Jun 19, 2001 | 41 | Aug 16, 2001 | 64 |
| -10.03% | Aug 24, 2000 | 16 | Sep 18, 2000 | 7 | Sep 27, 2000 | 23 |
| -8.95% | Mar 9, 2001 | 8 | Mar 21, 2001 | 7 | Mar 30, 2001 | 15 |
| -8.74% | Oct 20, 2000 | 11 | Nov 6, 2000 | 9 | Nov 17, 2000 | 20 |
| -8.62% | Sep 28, 2000 | 11 | Oct 13, 2000 | 5 | Oct 20, 2000 | 16 |
| -8.27% | Dec 8, 2000 | 2 | Dec 12, 2000 | 8 | Dec 22, 2000 | 10 |
| -7.90% | Oct 16, 2003 | 22 | Nov 17, 2003 | 31 | Jan 2, 2004 | 53 |
| -7.74% | Mar 29, 2016 | 9 | Apr 11, 2016 | 32 | May 25, 2016 | 41 |
| -6.40% | Feb 21, 2007 | 7 | Mar 2, 2007 | 5 | Mar 9, 2007 | 12 |
| -5.87% | Jun 18, 2013 | 8 | Jun 28, 2013 | 10 | Jul 15, 2013 | 18 |