Univest Financial Corporation trailing returns
Univest Financial Corporation's 10-year return is +9.3% a year (CAGR) (+142.7% cumulative). How Univest Financial Corporation (UVSP) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through October 20, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-10-20. Price return + dividends = total return. Per year (CAGR) for windows of a year or more, with the cumulative total return beneath. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| 1 day | +2.0% | +0.0% | +2.0% | — |
| 5 days | +3.2% | +0.0% | +3.2% | -0.6%Oct 19 |
| 1 month | -1.5% | +0.0% | -1.5% | -4.9%Oct 14 |
| YTD | +27.8% | +2.2% | +30.0% | -10.7%Oct 14 |
| 1 year | +42.4% | +3.6% | +46.0% | -10.7%Oct 2026 |
| 5 years | +7.7% | +3.5% | +11.2%+70.2% | -48.4%Oct 2023 |
| 10 years | +5.9% | +3.4% | +9.3%+142.7% | -57.3%Jul 2020 |
| 20 years | +1.7% | +2.3% | +4.0%+121.2% | -66.7%Sep 2011 |
| Since inception (1998) | +3.0% | +2.0% | +4.9%+293.5% | -66.7%Sep 2011 |
Growth of UVSP#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+11.2%/year · +70.2%
- 10 years+9.3%/year · +142.7%
- 20 years+4.0%/year · +121.2%
- Since inception (1998)+4.9%/year · +293.5%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-10-20). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Price return is the change in UVSP's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Univest Financial Corporation's 10-year return?
- Over the last 10 years, Univest Financial Corporation (UVSP) returned about +9.3% a year annualized (+142.7% cumulative total return).
- What is Univest Financial Corporation's 20-year annualized return?
- Over the last 20 years, Univest Financial Corporation (UVSP) compounded at about +4.0% a year (+121.2% cumulative).
- What is Univest Financial Corporation's return since inception?
- Since 1998, Univest Financial Corporation (UVSP) has compounded at about +4.9% a year — +293.5% in total.