Over the latest trailing 12-month period, total return cagr is +9.73%. The comparable SPY value is +17.49%. Year-to-date total return is +27.89%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in URI
$712,572
(71.3x return)
Invested on Dec 18, 1997
Growth of $10,000 in SPY (S&P 500)
$135,344
(13.5x return)
Invested on Dec 18, 1997
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+27.9%
1-Year Total Return
+9.7%
Current Dividend Yield
0.75%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +8.8% | +9.7% | +0.9% |
| 3 Years | +30.4% | +31.6% | +1.2% |
| 5 Years | +24.6% | +25.6% | +0.9% |
| 10 Years | +29.4% | +29.9% | +0.5% |
| 15 Years | +32.1% | +32.4% | +0.3% |
| 20 Years |
| +21.2% |
| +21.4% |
| +0.2% |
