UBS return calculator
Your investment#
Key dates
Start at a well-known dateRecentMarket topsMarket bottomsEventsKey dates
End at a well-known dateMarket topsMarket bottomsEventsOr drag the slider to set start and end dates
2000 to today, log scaleResult#
$1,000 invested in UBS on November 14, 2016 was worth $3,827 on November 13, 2026, with dividends reinvested.
That’s 14.4% a year compounded (CAGR) over 10 years: 3.8 times your money.
Over the same dates the same $1,000 would be worth $4,078 in the S&P 500 and $6,356 in the Nasdaq-100: UBS trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 96% of all 199 periods of 10 years since 2000.
Growth of $1,000 in UBS, November 14, 2016 to November 13, 2026#
How far UBS was below its previous high. The biggest fall: −61.4% from Jan 26, 2018 to Mar 16, 2020, back to the high by Jan 6, 2022.
Your one buy. $1,000 on November 14, 2016, worth $3,827 on November 13, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on November 13, 2026, by start date#
Each point is the same amount invested that day and held to November 13, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in UBS, by year#
Data provided bySource: Twelve DataStarted on each year's first close and held to Nov 13, 2026, dividends reinvested.
| Started | Worth Nov 13, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $3,830 | 3.8× | 14.6% |
| 2018 | $3,266 | 3.3× | 14.3% |
| 2019 | $4,815 | 4.8× | 22.1% |
| 2020 | $4,435 | 4.4× | 24.2% |
| 2021 | $3,817 | 3.8× | 25.7% |
| 2022 | $2,976 | 3.0× | 25.2% |
| 2023 | $2,806 | 2.8× | 30.6% |
| 2024 | $1,727 | 1.7× | 21.0% |
| 2025 | $1,690 | 1.7× | 32.6% |
| 2026 | $1,052 | 1.1× | — |
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. UBS data begins May 16, 2000; values as of November 13, 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 UBS chart and fundamentals on the UBS quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in UBS be worth today?
- $1,000 invested in UBS on November 14, 2016 would be worth $3,827 on November 13, 2026, with dividends reinvested — 14.4% a year compounded (CAGR).
- How far back does the UBS calculator go?
- UBS data begins May 16, 2000, with a close every session. Pick any start and end date in that span — 26 years, 6 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.