UL 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
1980 to today, log scaleResult#
$1,000 invested in UL on October 21, 2016 was worth $1,820 on October 21, 2026, with dividends reinvested.
That’s 6.2% a year compounded (CAGR) over 10 years: 1.8 times your money.
Over the same dates the same $1,000 would be worth $4,231 in the S&P 500 and $6,578 in the Nasdaq-100: UL trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 12% of all 440 periods of 10 years since 1980.
Growth of $1,000 in UL, October 21, 2016 to October 21, 2026#
How far UL was below its previous high. The biggest fall: −30.2% from Sep 4, 2019 to Mar 23, 2020, back to the high by Oct 9, 2020.
Your one buy. $1,000 on October 21, 2016, worth $1,820 on October 21, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on October 21, 2026, by start date#
Each point is the same amount invested that day and held to October 21, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in UL, by year#
Started on each year's first close and held to Oct 21, 2026, dividends reinvested.
| Started | Worth Oct 21, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $1,896 | 1.9× | 6.7% |
| 2018 | $1,364 | 1.4× | 3.6% |
| 2019 | $1,393 | 1.4× | 4.3% |
| 2020 | $1,239 | 1.2× | 3.2% |
| 2021 | $1,134 | 1.1× | 2.2% |
| 2022 | $1,230 | 1.2× | 4.4% |
| 2023 | $1,274 | 1.3× | 6.6% |
| 2024 | $1,284 | 1.3× | 9.3% |
| 2025 | $1,069 | 1.1× | 3.8% |
| 2026 | $1,015 | 1.0× | — |
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. UL data begins March 25, 1980; values as of October 21, 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 UL chart and fundamentals on the UL quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in UL be worth today?
- $1,000 invested in UL on October 21, 2016 would be worth $1,820 on October 21, 2026, with dividends reinvested — 6.2% a year compounded (CAGR).
- How far back does the UL calculator go?
- UL data begins March 25, 1980, with a close every session. Pick any start and end date in that span — 46 years, 7 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.
