UTI 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
2003 to today, log scaleResult#
$1,000 invested in UTI on October 20, 2016 was worth $12,869 on October 20, 2026, with dividends reinvested.
That’s 29.1% a year compounded (CAGR) over 10 years: 12.9 times your money.
Over the same dates the same $1,000 would be worth $4,210 in the S&P 500 and $6,533 in the Nasdaq-100: UTI beat both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 98% of all 155 periods of 10 years since 2003.
Growth of $1,000 in UTI, October 20, 2016 to October 20, 2026#
How far UTI was below its previous high. The biggest fall: −63.9% from Jul 7, 2026 to Sep 28, 2026, not back to the high by the end date.
Your one buy. $1,000 on October 20, 2016, worth $12,869 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on October 20, 2026, by start date#
Each point is the same amount invested that day and held to October 20, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in UTI, by year#
Started on each year's first close and held to Oct 20, 2026, dividends reinvested.
| Started | Worth Oct 20, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $7,027 | 7.0× | 22.0% |
| 2018 | $8,651 | 8.7× | 27.8% |
| 2019 | $5,433 | 5.4× | 24.2% |
| 2020 | $2,688 | 2.7× | 15.7% |
| 2021 | $3,253 | 3.3× | 22.6% |
| 2022 | $2,636 | 2.6× | 22.4% |
| 2023 | $3,158 | 3.2× | 35.4% |
| 2024 | $1,646 | 1.6× | 19.5% |
| 2025 | $810 | 0.81× | −11.1% |
| 2026 | $829 | 0.83× | — |
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. UTI data begins December 18, 2003; values as of October 20, 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 UTI chart and fundamentals on the UTI quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in UTI be worth today?
- $1,000 invested in UTI on October 20, 2016 would be worth $12,869 on October 20, 2026, with dividends reinvested — 29.1% a year compounded (CAGR).
- How far back does the UTI calculator go?
- UTI data begins December 18, 2003, with a close every session. Pick any start and end date in that span — 22 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.
