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United Parcel Service UPS

equity

Price History

$41.18$98.99$156.79$214.6
1999-11 · DCA start$66.06

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-61.1%-40.7%-20.4%0.0%
1999-112026-08 · -51.6%

Worst drawdown: −61%, peaking May 2021 and bottoming Sep 2025 — still unrecovered after 63 months.

DCA Backtest

Invested
$32,200
Value today
$39,555
Return
+22.8%
Months invested
322

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $47,037 today, so the real (inflation-adjusted) return is -15.9%.

Lump sum instead — $32,200 all at once in Nov 1999: $50,648 (+57.3%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (May 2021): $4,783 on $6,400 invested (-25.3%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
1999
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Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1999-11: +22.8%

About United Parcel Service

United Parcel Service, Inc. (UPS) is an American multinational shipping-and-receiving and supply chain management company founded in 1907. Originally known as the American Messenger Company specializing in telegraphs, UPS has expanded to become a Fortune 500 company and one of the world's largest shipping couriers. UPS today is primarily known for its ground shipping services as well as the UPS Store, a retail chain which assists UPS shipments and provides tools for small businesses. (Wikipedia)

It's a listed company categorised under industrials and air freight & logistics.

It rates Medium-High Risk at 2.3/5, meaning real but ordinary risk — the kind most mainstream assets carry, with some factors scoring poorly.

What pushes the score up: leverage / financial (4.0/5) and market / volatility (2.7/5).

Scoring well: earnings quality at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-High Risk(2.3/5)80% rated

How these ratings work

Market / Volatility2.7/5 · weight 20%
  • Annualised volatility (3yr)3/525.2
  • Max drawdown from ATH3/561.1
  • Beta vs S&P 5002/50.84
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5598.2m
  • Float % of shares outstandingnot yet researched
Leverage / Financial4.0/5 · weight 20%
  • Debt / equity4/51.6
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality1.0/5 · weight 15%
  • 3yr EPS volatility1/57.5
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory2.0/5 · weight 10%
  • Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.