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UFPI: UFP Industries, Inc. (STOCK)
Basic Info 80.1 0.12(0.15%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/10/1993 |
| Last Dividend Date: | 06/01/2026 |
| 12-Mo. Yield | 1.46% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/10/1993 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | -11.3 | -16.5 | -0.3 | 2.1 | 12.3 | 18.0 | 8.9 | 9.1 | -18.0 | -9.3 | 60.3 | -12.9 | 67.1 | 17.6 | 85.6 | -30.2 | 11.5 | 53.7 | 33.4 | 5.8 | 40.8 | 27.2 | -17.1 | 9.3 | 40.0 | -7.3 | -36.2 | -15.1 | 28.1 | 35.1 | 53.8 | 3.1 | 60.1 | -69.5 | -26.3 | 47.5 | 3.1 | 43.6 | 42.8 | -40.7 | 44.3 |
| Sharpe Ratio | NA | -0.85 | -0.65 | -0.12 | -0.01 | 0.3 | NA | NA | 0.16 | -0.72 | -0.39 | 1.82 | -0.37 | 2.19 | 0.31 | 2.45 | -1.09 | 0.39 | 1.62 | 1.01 | 0.2 | 1.28 | 0.66 | -0.32 | 0.22 | 0.67 | -0.12 | -1.04 | -0.56 | 0.81 | 0.93 | 1.42 | 0.05 | 0.96 | -0.6 | -0.62 | 1.26 | -0.02 | 1.1 | 0.91 | -0.88 | 24.07 |
| Draw Down(%) | NA | 31.3 | 31.3 | 41.9 | 41.9 | 45.7 | NA | NA | 84.7 | 25.0 | 19.1 | 22.5 | 29.8 | 23.1 | 45.7 | 14.7 | 37.2 | 26.0 | 24.2 | 12.3 | 27.9 | 19.1 | 22.0 | 40.5 | 41.6 | 28.9 | 58.9 | 47.7 | 45.1 | 14.1 | 21.9 | 29.5 | 39.8 | 38.5 | 76.0 | 44.6 | 25.9 | 30.5 | 16.2 | 21.9 | 46.4 | 6.9 |
| Standard Deviation(%) | NA | 31.9 | 29.5 | 31.0 | 32.6 | 34.9 | NA | NA | 45.7 | 29.2 | 32.9 | 31.4 | 38.7 | 30.6 | 56.0 | 34.3 | 29.2 | 27.7 | 33.0 | 32.9 | 29.8 | 31.9 | 41.4 | 53.0 | 42.8 | 59.2 | 67.7 | 37.9 | 33.2 | 31.8 | 36.6 | 37.4 | 41.7 | 61.4 | 123.2 | 47.7 | 35.1 | 37.8 | 35.9 | 42.8 | 49.7 | 53.9 |
| Treynor Ratio | NA | -0.34 | -0.25 | -0.04 | 0.0 | 0.09 | NA | NA | 0.07 | -0.29 | -0.1 | 0.39 | -0.14 | 0.51 | 0.14 | 0.75 | -0.36 | 0.06 | 0.37 | 0.31 | 0.05 | 0.27 | 0.17 | -0.11 | 0.06 | 0.26 | -0.08 | -0.27 | -0.09 | 0.14 | 0.21 | 0.67 | 0.03 | 1.05 | -1.02 | -2.34 | 0.77 | -0.02 | 0.48 | -1.28 | -1.05 | 18.04 |
| Alpha | NA | -0.16 | -0.13 | -0.06 | -0.03 | 0.0 | NA | NA | 0.02 | -0.12 | -0.14 | 0.07 | 0.04 | 0.09 | 0.01 | 0.15 | -0.12 | -0.07 | 0.12 | 0.13 | -0.03 | -0.01 | 0.03 | -0.05 | -0.03 | 0.04 | 0.22 | -0.18 | -0.15 | 0.09 | 0.08 | 0.11 | 0.1 | 0.28 | -0.22 | -0.1 | 0.11 | -0.01 | 0.1 | 0.2 | -0.17 | 1.07 |
| Beta | NA | 0.79 | 0.78 | 0.96 | 1.04 | 1.13 | NA | NA | 1.04 | 0.73 | 1.34 | 1.46 | 1.0 | 1.31 | 1.24 | 1.12 | 0.89 | 1.69 | 1.44 | 1.07 | 1.26 | 1.5 | 1.62 | 1.5 | 1.57 | 1.51 | 1.04 | 1.46 | 2.01 | 1.79 | 1.66 | 0.79 | 0.63 | 0.56 | 0.72 | 0.13 | 0.58 | 0.37 | 0.82 | -0.3 | 0.42 | 0.72 |
| RSquared | NA | 0.12 | 0.1 | 0.21 | 0.29 | 0.34 | NA | NA | 0.2 | 0.22 | 0.27 | 0.37 | 0.39 | 0.31 | 0.59 | 0.15 | 0.28 | 0.17 | 0.32 | 0.24 | 0.22 | 0.26 | 0.26 | 0.42 | 0.44 | 0.47 | 0.4 | 0.38 | 0.37 | 0.33 | 0.25 | 0.13 | 0.16 | 0.04 | 0.03 | 0.0 | 0.11 | 0.03 | 0.07 | 0.0 | 0.01 | 0.01 |
| Yield(%) | N/A | 0.8 | 1.5 | 1.6 | 1.5 | 2.8 | 8.3 | 2.8 | N/A | 1.3 | 1.1 | 1.4 | 1.0 | 1.2 | 1.1 | 1.5 | 1.0 | 0.9 | 3.9 | 4.7 | 3.5 | 3.0 | 3.8 | 3.1 | 3.2 | 3.0 | 1.2 | 0.7 | 0.6 | 0.7 | 0.9 | 1.3 | 1.3 | 2.0 | 1.6 | 0.2 | 0.3 | 0.3 | 0.3 | 0.4 | 0.2 | 0.0 |
| Dividend Growth(%) | N/A | -48.6 | 4.4 | 71.9 | 150.6 | 103.7 | 486.1 | N/A | N/A | 6.1 | 20.0 | 15.8 | 46.2 | 30.0 | 25.0 | 11.1 | 12.5 | -63.2 | 6.1 | 34.4 | 48.8 | 2.5 | 0.0 | 0.0 | 53.8 | 116.7 | 4.3 | 4.5 | 4.8 | 5.0 | 5.3 | 5.6 | 5.9 | 6.2 | 110.5 | 5.6 | 9.1 | 10.0 | 11.1 | 12.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/10/1993
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