URI 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
1997 to today, log scaleResult#
$1,000 invested in URI on October 27, 2016 was worth $15,826 on October 27, 2026, with dividends reinvested.
That’s 31.8% a year compounded (CAGR) over 10 years: 15.8 times your money.
Over the same dates the same $1,000 would be worth $4,228 in the S&P 500 and $6,559 in the Nasdaq-100: URI beat both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 91% of all 227 periods of 10 years since 1997.
Growth of $1,000 in URI, October 27, 2016 to October 27, 2026#
How far URI was below its previous high. The biggest fall: −63.3% from Mar 9, 2018 to Mar 18, 2020, back to the high by Oct 5, 2020.
Your one buy. $1,000 on October 27, 2016, worth $15,826 on October 27, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on October 27, 2026, by start date#
Each point is the same amount invested that day and held to October 27, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in URI, by year#
Started on each year's first close and held to Oct 27, 2026, dividends reinvested.
| Started | Worth Oct 27, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $11,042 | 11.0× | 27.7% |
| 2018 | $6,954 | 7.0× | 24.6% |
| 2019 | $11,428 | 11.4× | 36.6% |
| 2020 | $7,157 | 7.2× | 33.5% |
| 2021 | $5,256 | 5.3× | 33.1% |
| 2022 | $3,651 | 3.7× | 30.9% |
| 2023 | $3,384 | 3.4× | 37.7% |
| 2024 | $2,099 | 2.1× | 30.1% |
| 2025 | $1,710 | 1.7× | 34.4% |
| 2026 | $1,383 | 1.4× | — |
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. URI data begins December 18, 1997; values as of October 27, 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 URI chart and fundamentals on the URI quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in URI be worth today?
- $1,000 invested in URI on October 27, 2016 would be worth $15,826 on October 27, 2026, with dividends reinvested — 31.8% a year compounded (CAGR).
- How far back does the URI calculator go?
- URI data begins December 18, 1997, with a close every session. Pick any start and end date in that span — 28 years, 10 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.
