Univest Financial Corporation (UVSP)

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The chart shows the growth of an initial investment of $10,000 in Univest Financial Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Univest Financial Corporation (UVSP) has returned 5.31% so far this year and 24.34% over the past 12 months. Over the last ten years, UVSP has returned 9.18% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Apr 16, 1998, UVSP's average daily return is +0.05%, while the average monthly return is +0.80%. At this rate, your investment would double in approximately 7.2 years.

Historically, 56% of months were positive and 44% were negative. The best month was Jul 2008 with a return of +33.4%, while the worst month was Mar 2020 at -29.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, UVSP closed higher 46% of trading days. The best single day was Mar 3, 2003 with a return of +25.0%, while the worst single day was Mar 4, 2003 at -21.1%.

Univest Financial Corporation has an annualized alpha of 5.06%, beta of 0.89, and R² of 0.22 versus S&P 500 Index. Calculated based on daily prices since April 17, 1998.

• This stock participated in 59.87% of S&P 500 Index downside but only 57.95% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.22 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

UVSP ranks 67 for risk / return — better than 67% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Univest Financial Corporation (UVSP) and compare them to a chosen benchmark (S&P 500 Index).

Univest Financial Corporation provided a 2.57% dividend yield over the last twelve months, with an annual payout of $0.88 per share. The company has been increasing its dividends for 5 consecutive years.

The table displays the monthly dividend distributions for Univest Financial Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Univest Financial Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Univest Financial Corporation was 61.98%, occurring on Sep 21, 2011. Recovery took 1296 trading sessions.

The current Univest Financial Corporation drawdown is 3.77%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Univest Financial Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Univest Financial Corporation is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.