USLM 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 USLM on October 17, 2016 was worth $8,995 on October 16, 2026, with dividends reinvested.
That’s 24.6% a year compounded (CAGR) over 10 years: 9.0 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: USLM beat both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 89% of all 440 periods of 10 years since 1980.
Growth of $1,000 in USLM, October 17, 2016 to October 16, 2026#
How far USLM was below its previous high. The biggest fall: −45.9% from Nov 26, 2024 to Mar 10, 2025, not back to the high by the end date.
Your one buy. $1,000 on October 17, 2016, worth $8,995 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 USLM, 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 | $7,906 | 7.9× | 23.5% |
| 2018 | $7,523 | 7.5× | 25.8% |
| 2019 | $8,078 | 8.1× | 30.8% |
| 2020 | $6,113 | 6.1× | 30.6% |
| 2021 | $4,706 | 4.7× | 30.7% |
| 2022 | $4,144 | 4.1× | 34.6% |
| 2023 | $3,912 | 3.9× | 43.4% |
| 2024 | $2,321 | 2.3× | 35.3% |
| 2025 | $872 | 0.87× | −7.4% |
| 2026 | $878 | 0.88× | — |
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. USLM data begins March 17, 1980; 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 USLM chart and fundamentals on the USLM quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in USLM be worth today?
- $1,000 invested in USLM on October 17, 2016 would be worth $8,995 on October 16, 2026, with dividends reinvested — 24.6% a year compounded (CAGR).
- How far back does the USLM calculator go?
- USLM data begins March 17, 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.
