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URI 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 27, 2026

Or drag the slider to set start and end dates

1997 to today, log scale
2008 crisisCovid
20002010Oct 2016Today
Options

Result#

$1,000Oct 27, 2016$15,826Oct 27, 202615.8× 

$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.

Price only$15,235if dividends were spent
Biggest fall−63.3%Mar 9, 2018 to Mar 18, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$14,826on $1,000 put in

How this period ranks#

Better than 91% of all 227 periods of 10 years since 1997.

Your dates
−80%0%230%
Worst: −18.7% a year, Feb 1999 to Feb 2009Best: 42.0% a year, Feb 2009 to Feb 2019
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in URI, October 27, 2016 to October 27, 2026#

Your $1,000$Your buySame plan in the S&P 500A lowLog scale: equal steps are equal percentage moves
Lowest value$912 · Mar 2020$
$1,000$2,000$5,000$10k$16k
20182020202220242026

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.

−63.3% from its high
high−63%

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.

15.8×paid

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.

Your start
$1,000$3,000$10k$30k$100k$300k
200020052010201520202025

$1,000 invested in URI, by year#

Started on each year's first close and held to Oct 27, 2026, dividends reinvested.

StartedWorth Oct 27, 2026MultipleA year (CAGR)
2017$11,04211.0×27.7%
2018$6,9547.0×24.6%
2019$11,42811.4×36.6%
2020$7,1577.2×33.5%
2021$5,2565.3×33.1%
2022$3,6513.7×30.9%
2023$3,3843.4×37.7%
2024$2,0992.1×30.1%
2025$1,7101.7×34.4%
2026$1,3831.4×—

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.