Over the latest trailing 12-month period, total return cagr is +24.43%. The comparable SPY value is +21.52%. Year-to-date total return is +40.39%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in URI
$782,203
(78.2x return)
Invested on Dec 18, 1997
Growth of $10,000 in SPY (S&P 500)
$133,271
(13.3x 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
+40.4%
1-Year Total Return
+24.4%
Current Dividend Yield
0.67%
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 | +23.2% | +24.4% | +1.3% |
| 3 Years | +32.2% | +33.4% | +1.2% |
| 5 Years | +25.6% | +26.6% | +1.0% |
| 10 Years | +30.6% | +31.1% | +0.5% |
| 15 Years | +32.3% | +32.7% | +0.3% |
| 20 Years |
| +22.3% |
| +22.5% |
| +0.2% |
