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Data provided bySource: Twelve Data
UMBF
$133.86+0.28%
as of close, Nov 13, 2026
☾ AH $133.86 +0.28%
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UMBF 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, Nov 13, 2026

Or drag the slider to set start and end dates

1980 to today, log scale
1985199019952000200520102015
2008 crisisCovid
Nov 2016 – Today
Options
Data provided bySource: Twelve Data

Result#

$1,000Nov 14, 2016$2,174Nov 13, 20262.2× 

$1,000 invested in UMBF on November 14, 2016 was worth $2,174 on November 13, 2026, with dividends reinvested.

That’s 8.1% a year compounded (CAGR) over 10 years: 2.2 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: UMBF trailed both the S&P 500 and the Nasdaq-100.

Price only$1,837if dividends were spent
Biggest fall−50.2%Jan 14, 2022 to May 4, 2023
At a flat 5% a year$1,629a savings account's rate
Gain$1,174on $1,000 put in

How this period ranks#

Better than 54% of all 441 periods of 10 years since 1980.

Your dates
−30%0%90%
Worst: 2.3% a year, Aug 2013 to Aug 2023Best: 13.2% a year, Sep 2011 to Sep 2021
One scale for every length, so longer periods bunch up. Point at a bar.
Data provided bySource: Twelve Data

Growth of $1,000 in UMBF, November 14, 2016 to November 13, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA low
$0$1,000$3,000$4,000$5,0002017201820192020202120222023202420252026Lowest value$618 · Apr 2020Highest value$2,460 · Aug 2026$
$2,174

How far UMBF was below its previous high. The biggest fall: −50.2% from Jan 14, 2022 to May 4, 2023, back to the high by Sep 19, 2024.

−50.2% from its high
high−50%

Your one buy. $1,000 on November 14, 2016, worth $2,174 on November 13, 2026. Pick Monthly or Yearly to see a plan's buys.

2.2×paid
Data provided bySource: Twelve Data

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.

$500$1K$2K$5K$10K$20K$50K198519901995200020052010201520202025Your start

$1,000 invested in UMBF, by year#

Data provided bySource: Twelve Data

Started on each year's first close and held to Nov 13, 2026, dividends reinvested.

StartedWorth Nov 13, 2026MultipleA year (CAGR)
2017$2,0612.1×7.6%
2018$2,1572.2×9.1%
2019$2,4732.5×12.2%
2020$2,1792.2×12.0%
2021$2,1432.1×13.9%
2022$1,3501.3×6.4%
2023$1,7281.7×15.2%
2024$1,6641.7×19.5%
2025$1,2281.2×11.7%
2026$1,1611.2×—

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. UMBF data begins March 21, 1980; 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 UMBF chart and fundamentals on the UMBF quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in UMBF be worth today?
$1,000 invested in UMBF on November 14, 2016 would be worth $2,174 on November 13, 2026, with dividends reinvested — 8.1% a year compounded (CAGR).
How far back does the UMBF calculator go?
UMBF data begins March 21, 1980, with a close every session. Pick any start and end date in that span — 46 years, 8 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.