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HRI
$125.38+0.74%
as of close, Oct 20, 2026
☾ AH $125.38 +0.74%
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HRI return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates10 years
Key datesStart at a well-known dateRecentMarket topsMarket bottomsEvents
Bought at that day's close
Key datesEnd at a well-known dateMarket topsMarket bottomsEvents
Latest close, Oct 20, 2026

Or drag the slider to set start and end dates

2006 to today, log scale
2008 crisisCovid
20102020Oct 2016Today
Options

Result#

$1,000Oct 20, 2016$4,654Oct 20, 20264.7× 

$1,000 invested in HRI on October 20, 2016 was worth $4,654 on October 20, 2026, with dividends reinvested.

That’s 16.6% a year compounded (CAGR) over 10 years: 4.7 times your money.

Over the same dates the same $1,000 would be worth $4,210 in the S&P 500 and $6,533 in the Nasdaq-100: HRI beat the S&P 500 but trailed the Nasdaq-100.

Price only$4,242if dividends were spent
Biggest fall−82.2%Mar 9, 2018 to Mar 18, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$3,654on $1,000 put in

How this period ranks#

Better than 93% of all 120 periods of 10 years since 2006.

Your dates
−70%0%320%
Worst: −6.8% a year, Jun 2007 to Jun 2017Best: 19.9% a year, Sep 2011 to Sep 2021
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in HRI, October 20, 2016 to October 20, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA lowLog scale: equal steps are equal percentage moves
Lowest value$430 · Mar 2020Highest value$8,556 · Nov 2024$
$500$1,000$2,000$4,654
20182020202220242026

How far HRI was below its previous high. The biggest fall: −82.2% from Mar 9, 2018 to Mar 18, 2020, back to the high by Jan 12, 2021.

−82.2% from its high
high−82%

Your one buy. $1,000 on October 20, 2016, worth $4,654 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.

4.7×paid

What $1,000 would be worth on October 20, 2026, by start date#

Each point is the same amount invested that day and held to October 20, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$2,000$5,000$10k$20k
2010201520202025

$1,000 invested in HRI, by year#

Started on each year's first close and held to Oct 20, 2026, dividends reinvested.

StartedWorth Oct 20, 2026MultipleA year (CAGR)
2017$3,4263.4×13.4%
2018$2,1712.2×9.2%
2019$4,9905.0×22.9%
2020$2,7882.8×16.3%
2021$2,1712.2×14.3%
2022$8900.89×−2.4%
2023$1,0221.0×0.6%
2024$8930.89×−4.0%
2025$6970.70×−18.2%
2026$8350.84×—

Methodology#

A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. HRI data begins November 16, 2006; values as of October 20, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.

See the live HRI chart and fundamentals on the HRI quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in HRI be worth today?
$1,000 invested in HRI on October 20, 2016 would be worth $4,654 on October 20, 2026, with dividends reinvested — 16.6% a year compounded (CAGR).
How far back does the HRI calculator go?
HRI data begins November 16, 2006, with a close every session. Pick any start and end date in that span — 19 years, 11 months of history.
Does this include dividends?
Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.