ChartRow logo
Share this page
UBSI
$46.69+0.19%
as of close, Oct 16, 2026
☾ AH $46.69 +0.19%
PeersJPMHOODBACVBRK-BGS

UBSI 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 16, 2026

Or drag the slider to set start and end dates

1987 to today, log scale
2008 crisisCovid
199020002010Oct 2016Today
Options

Result#

$1,000Oct 17, 2016$1,888Oct 16, 20261.9× 

$1,000 invested in UBSI on October 17, 2016 was worth $1,888 on October 16, 2026, with dividends reinvested.

That’s 6.6% a year compounded (CAGR) over 10 years: 1.9 times your money.

Over the same dates the same $1,000 would be worth $4,208 in the S&P 500 and $6,511 in the Nasdaq-100: UBSI trailed both the S&P 500 and the Nasdaq-100.

Price only$1,269if dividends were spent
Biggest fall−52.4%Dec 9, 2016 to Mar 20, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$888on $1,000 put in

How this period ranks#

Better than 57% of all 353 periods of 10 years since 1987.

Your dates
−40%0%70%
Worst: −2.8% a year, Feb 1999 to Feb 2009Best: 22.5% a year, Jun 1988 to Jun 1998
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in UBSI, October 17, 2016 to October 16, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA low
Lowest value$641 · Mar 2020$
$0$1,000$3,000$4,000$1,888
20182020202220242026

How far UBSI was below its previous high. The biggest fall: −52.4% from Dec 9, 2016 to Mar 20, 2020, back to the high by May 13, 2021.

−52.4% from its high
high−52%

Your one buy. $1,000 on October 17, 2016, worth $1,888 on October 16, 2026. Pick Monthly or Yearly to see a plan's buys.

1.9×paid

What $1,000 would be worth on October 16, 2026, by start date#

Each point is the same amount invested that day and held to October 16, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$2,000$5,000$10k$20k
19901995200020052010201520202025

$1,000 invested in UBSI, by year#

Started on each year's first close and held to Oct 16, 2026, dividends reinvested.

StartedWorth Oct 16, 2026MultipleA year (CAGR)
2017$1,4971.5×4.2%
2018$1,9101.9×7.6%
2019$2,0172.0×9.4%
2020$1,5991.6×7.2%
2021$1,8191.8×10.9%
2022$1,5301.5×9.3%
2023$1,3541.4×8.3%
2024$1,3781.4×12.2%
2025$1,3481.3×18.2%
2026$1,2491.2×—

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. UBSI data begins June 5, 1987; values as of October 16, 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 UBSI chart and fundamentals on the UBSI quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in UBSI be worth today?
$1,000 invested in UBSI on October 17, 2016 would be worth $1,888 on October 16, 2026, with dividends reinvested — 6.6% a year compounded (CAGR).
How far back does the UBSI calculator go?
UBSI data begins June 5, 1987, with a close every session. Pick any start and end date in that span — 39 years, 4 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.