UNIT 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
2015 to today, log scaleResult#
$1,000 invested in UNIT on October 17, 2016 was worth $173 on October 16, 2026, with dividends reinvested.
That’s −16.1% a year compounded (CAGR) over 10 years: 0.17 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: UNIT trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
The worst of all 19 periods of 10 years since 2015.
Growth of $1,000 in UNIT, October 17, 2016 to October 16, 2026#
How far UNIT was below its previous high. The biggest fall: −86.6% from Oct 21, 2016 to Jun 24, 2024, not back to the high by the end date.
Your one buy. $1,000 on October 17, 2016, worth $173 on October 16, 2026. Pick Monthly or Yearly to see a plan's buys.
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.
$1,000 invested in UNIT, by year#
Started on each year's first close and held to Oct 16, 2026, dividends reinvested.
| Started | Worth Oct 16, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $194 | 0.19× | −15.4% |
| 2018 | $277 | 0.28× | −13.6% |
| 2019 | $270 | 0.27× | −15.5% |
| 2020 | $509 | 0.51× | −9.5% |
| 2021 | $351 | 0.35× | −16.6% |
| 2022 | $286 | 0.29× | −23.0% |
| 2023 | $663 | 0.66× | −10.3% |
| 2024 | $600 | 0.60× | −16.8% |
| 2025 | $607 | 0.61× | −24.4% |
| 2026 | $820 | 0.82× | — |
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. UNIT data begins April 20, 2015; 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 UNIT chart and fundamentals on the UNIT quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in UNIT be worth today?
- $1,000 invested in UNIT on October 17, 2016 would be worth $173 on October 16, 2026, with dividends reinvested — −16.1% a year compounded (CAGR).
- How far back does the UNIT calculator go?
- UNIT data begins April 20, 2015, with a close every session. Pick any start and end date in that span — 11 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.
