It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
UBSI: United Bankshares, Inc. (STOCK)
Basic Info 43.9 0.18(0.41%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/04/1987 |
| Last Dividend Date: | 03/13/2026 |
| 12-Mo. Yield | 4.21% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 15.4 | 28.1 | 16.9 | 6.5 | 5.3 | 8.8 | 5.4 | 5.5 | 9.6 | 4.3 | -3.2 | 16.1 | 16.3 | -11.7 | 28.8 | -7.1 | -22.1 | 29.3 | 2.2 | 23.8 | 35.1 | -9.6 | 1.7 | 53.2 | -36.0 | 23.6 | -24.9 | 13.0 | -4.9 | 26.1 | 11.0 | 4.0 | 39.6 | -7.0 | -9.9 | 11.0 | 44.7 | 12.8 | 21.9 | -8.6 | 31.2 | 48.1 | 31.7 | -22.6 | -15.2 | -6.7 | 8.1 |
| Sharpe Ratio | NA | 1.59 | 1.08 | 0.48 | 0.14 | 0.11 | NA | NA | 0.09 | 0.27 | 0.02 | -0.2 | 0.56 | 0.51 | -0.19 | 1.25 | -0.36 | -0.94 | 1.14 | 0.09 | 1.17 | 1.88 | -0.43 | 0.04 | 1.44 | -0.55 | 0.3 | -0.75 | 0.44 | -0.33 | 1.34 | 0.56 | 0.1 | 1.36 | -0.26 | -0.43 | 0.17 | 2.0 | 0.4 | 0.79 | -0.53 | 0.86 | 1.17 | 0.66 | -0.72 | -0.65 | -0.11 | 0.28 |
| Draw Down(%) | NA | 13.7 | 13.7 | 25.8 | 38.1 | 52.4 | NA | NA | 76.3 | 18.9 | 16.8 | 36.5 | 14.7 | 22.6 | 45.7 | 11.2 | 25.1 | 30.3 | 12.8 | 16.3 | 9.8 | 8.9 | 24.6 | 34.2 | 27.0 | 58.5 | 38.4 | 32.3 | 9.3 | 20.8 | 7.6 | 10.8 | 17.4 | 12.0 | 29.6 | 16.3 | 37.0 | 11.5 | 12.5 | 5.6 | 14.8 | 16.0 | 13.3 | 13.6 | 33.3 | 20.0 | 61.4 | 19.7 |
| Standard Deviation(%) | NA | 23.4 | 23.5 | 28.1 | 28.7 | 32.4 | NA | NA | 36.1 | 25.6 | 29.9 | 33.8 | 26.3 | 31.8 | 62.1 | 22.0 | 23.7 | 24.4 | 25.5 | 23.6 | 20.4 | 18.6 | 22.4 | 41.2 | 36.8 | 65.8 | 76.0 | 37.7 | 21.6 | 21.7 | 18.7 | 18.6 | 29.1 | 27.8 | 43.6 | 30.9 | 44.5 | 20.4 | 22.5 | 22.7 | 22.2 | 33.6 | 38.7 | 41.6 | 38.9 | 32.6 | 103.5 | 36.3 |
| Treynor Ratio | NA | 0.56 | 0.3 | 0.14 | 0.05 | 0.04 | NA | NA | 0.03 | 0.08 | 0.01 | -0.05 | 0.23 | 0.13 | -0.1 | 0.24 | -0.11 | -0.12 | 0.24 | 0.02 | 0.24 | 0.36 | -0.09 | 0.01 | 0.41 | -0.2 | 0.17 | -0.16 | 0.06 | -0.04 | 0.24 | 0.14 | 0.04 | 0.68 | -0.16 | -0.27 | 0.1 | 2.7 | 0.52 | 0.84 | -0.45 | -2.63 | -24.26 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.09 | 0.03 | 0.0 | 0.0 | -0.02 | NA | NA | 0.0 | -0.01 | -0.07 | -0.12 | 0.12 | -0.04 | -0.09 | -0.01 | -0.01 | -0.24 | 0.05 | 0.01 | 0.04 | 0.01 | -0.1 | 0.02 | 0.11 | -0.3 | 0.4 | -0.12 | -0.03 | -0.05 | 0.05 | -0.04 | 0.1 | 0.17 | 0.03 | -0.07 | 0.01 | 0.13 | 0.03 | 0.05 | -0.03 | 0.13 | 0.18 | NA | NA | NA | NA | NA |
| Beta | NA | 0.67 | 0.86 | 0.96 | 0.88 | 1.04 | NA | NA | 1.05 | 0.83 | 1.23 | 1.46 | 0.63 | 1.22 | 1.21 | 1.12 | 0.79 | 1.98 | 1.23 | 1.0 | 1.0 | 0.99 | 1.12 | 1.39 | 1.31 | 1.81 | 1.32 | 1.74 | 1.59 | 1.62 | 1.05 | 0.74 | 0.8 | 0.56 | 0.71 | 0.49 | 0.78 | 0.15 | 0.18 | 0.21 | 0.26 | -0.11 | -0.02 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.17 | 0.21 | 0.27 | 0.28 | 0.35 | NA | NA | 0.26 | 0.38 | 0.28 | 0.34 | 0.36 | 0.28 | 0.45 | 0.42 | 0.32 | 0.33 | 0.43 | 0.42 | 0.33 | 0.36 | 0.43 | 0.67 | 0.44 | 0.59 | 0.49 | 0.54 | 0.62 | 0.62 | 0.41 | 0.43 | 0.47 | 0.2 | 0.15 | 0.07 | 0.12 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.0 | 3.9 | 3.6 | 3.9 | 4.4 | 3.6 | 4.3 | 3.9 | 2.9 | 3.7 | 3.5 | 4.1 | 4.9 | 4.3 | 4.0 | 5.7 | 3.6 | 4.2 | 2.9 | 3.1 | 2.8 | 3.3 | 3.3 | 3.3 | 3.4 | 3.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.7 | 2.1 | 0.7 | 2.1 | 0.7 | 2.2 | 0.7 | 2.3 | 0.8 | 2.3 | 0.8 | 2.4 | 0.8 | 2.5 | 0.8 | 2.6 | 0.9 | 2.7 | 3.7 | 3.8 | 2.9 | 2.0 | 5.3 | 39.7 | -19.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/29/1987
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |
Latest Articles Related to UBSI
Related 401K Plans
| 1. UNITED BANKSHARES INC. SAVINGS AND STOCK INVESTMENT PLAN | (0%) |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
