ChartRow logo
UVE
$47.89+2.07%
as of close, Oct 20, 2026
☾ AH $47.89 +2.07%
PeersORICNASPYQQQNVDAAAPL
Share this page

UVE 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 20, 2026

Or drag the slider to set start and end dates

2003 to today, log scale
2008 crisisCovid
2005Oct 2016Today
Options

Result#

$1,000Oct 20, 2016$2,958Oct 20, 20263.0× 

$1,000 invested in UVE on October 20, 2016 was worth $2,958 on October 20, 2026, with dividends reinvested.

That’s 11.5% a year compounded (CAGR) over 10 years: 3.0 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: UVE trailed both the S&P 500 and the Nasdaq-100.

Price only$2,177if dividends were spent
Biggest fall−80.1%Sep 26, 2018 to Oct 7, 2022
At a flat 5% a year$1,629a savings account's rate
Gain$1,958on $1,000 put in

How this period ranks#

Better than 24% of all 161 periods of 10 years since 2003.

Your dates
−60%2540%
Worst: 1.3% a year, Jan 2015 to Jan 2025Best: 104.5% a year, Oct 2005 to Oct 2015
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in UVE, October 20, 2016 to October 20, 2026#

Your $1,000$Your buySame plan in the S&P 500A low
Lowest value$469 · Oct 2022$
$0$1,000$2,000$4,000$2,958
20182020202220242026

How far UVE was below its previous high. The biggest fall: −80.1% from Sep 26, 2018 to Oct 7, 2022, back to the high by Apr 24, 2026.

−80.1% from its high
high−80%

Your one buy. $1,000 on October 20, 2016, worth $2,958 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.

3.0×paid

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.

Your start
$1,000$10k$100k$1.0M
20052010201520202025

$1,000 invested in UVE, by year#

Started on each year's first close and held to Oct 20, 2026, dividends reinvested.

StartedWorth Oct 20, 2026MultipleA year (CAGR)
2017$2,2522.3×8.6%
2018$2,3152.3×10.0%
2019$1,6591.7×6.7%
2020$2,2062.2×12.3%
2021$3,8823.9×26.4%
2022$3,3003.3×28.3%
2023$5,2205.2×54.6%
2024$3,1713.2×51.0%
2025$2,4252.4×63.8%
2026$1,5291.5×—

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. UVE data begins June 6, 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 UVE chart and fundamentals on the UVE quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in UVE be worth today?
$1,000 invested in UVE on October 20, 2016 would be worth $2,958 on October 20, 2026, with dividends reinvested — 11.5% a year compounded (CAGR).
How far back does the UVE calculator go?
UVE data begins June 6, 2003, with a close every session. Pick any start and end date in that span — 23 years, 4 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.