United Rentals, Inc. (URI) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$24,379
Total Return
143.79%
CAGR
19.51%
Dividends
$673.54
Yield on Cost
6.74%

Rolling Returns

1-Month (21 Trading Days)
Average+2.04%
Median+1.83%
Best+35.42%
Worst-26.17%
% of Windows Positive57.1%
1-Year (252 Trading Days)
Average+30.00%
Median+26.40%
Best+113.36%
Worst-27.71%
% of Windows Positive77.2%
3-Year (756 Trading Days)
Average+139.60%
Median+128.39%
Best+285.36%
Worst+57.79%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -39.96%
Average Drawdown -12.38%
Drawdown Duration 302 Trading Days
Sortino Ratio 0.98
Calmar Ratio 0.49
CVaR (5%) -5.11%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -4.56% (-15.13% ann.) $456.21 $24.34 $4.87 $0.04
2025 +15.71% +$1571.12 $101.93 $20.39 $0.16
2024 +23.75% +$2375.33 $114.04 $22.81 $0.18
2023 +63.15% +$6315.08 $167.28 $33.46 $0.27
2022 +6.96% +$696.08 $0.00 $0.00 $0.00
2021 +43.28% +$4328.40 $0.00 $0.00 $0.00
2020 +39.06% +$3905.98 $0.00 $0.00 $0.00
2019 +62.65% +$6265.48 $0.00 $0.00 $0.00
2018 -40.36% $4035.83 $0.00 $0.00 $0.00
2017 +62.82% +$6282.44 $0.00 $0.00 $0.00
2016 +45.55% +$4554.73 $0.00 $0.00 $0.00
2015 -28.89% $2888.93 $0.00 $0.00 $0.00
2014 +30.87% +$3086.60 $0.00 $0.00 $0.00
2013 +71.24% +$7124.34 $0.00 $0.00 $0.00
2012 +54.04% +$5404.40 $0.00 $0.00 $0.00
2011 +29.89% +$2989.01 $0.00 $0.00 $0.00
2010 +131.91% +$13190.63 $0.00 $0.00 $0.00
2009 +7.57% +$756.58 $0.00 $0.00 $0.00
2008 -50.33% $5032.68 $0.00 $0.00 $0.00
2007 -27.80% $2780.18 $0.00 $0.00 $0.00
2006 +8.72% +$872.17 $0.00 $0.00 $0.00
2005 +23.76% +$2375.66 $0.00 $0.00 $0.00
2004 -1.87% $186.92 $0.00 $0.00 $0.00
2003 +79.00% +$7899.64 $0.00 $0.00 $0.00
2002 -52.60% $5259.91 $0.00 $0.00 $0.00
2001 +68.93% +$6893.03 $0.00 $0.00 $0.00
2000 -21.53% $2153.29 $0.00 $0.00 $0.00
1999 -48.30% $4830.19 $0.00 $0.00 $0.00
1998 +71.52% +$7152.10 $0.00 $0.00 $0.00
1997 partial +28.75% (+121092.37% ann.) +$2875.00 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania partial December 18, 1997 – March 10, 2000 -2.92% -1.32% $291.67 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -51.03% -24.23% $5103.45 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +361.41% +35.80% +$36141.08 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -91.02% -81.84% $9102.22 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +727.66% +87.02% +$72766.07 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +459.79% +25.56% +$45978.85 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -54.48% -99.99% $5447.60 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +121.06% +258.37% +$12105.99 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +73.46% +68.63% +$7346.22 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -6.22% -6.59% $621.72 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +127.45% +55.79% +$12744.76 $316.04 $63.21 $0.51
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +0.75% +0.48% +$75.24 $139.77 $27.95 $0.22

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2023-02-07 $1.4800 0.33%
2023-05-09 $1.4800 0.43%
2023-08-08 $1.4800 0.30%
2023-11-07 $1.4800 0.34%
2024-02-13 $1.6300 0.25%
2024-05-07 $1.6300 0.24%
2024-08-14 $1.6300 0.23%
2024-11-13 $1.6300 0.19%
2025-02-12 $1.7900 0.24%
2025-05-14 $1.7900 0.25%
2025-08-13 $1.7900 0.20%
2025-11-12 $1.7900 0.21%
2026-02-11 $1.9700 0.22%
Total 13 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2023-02-07 $45.53 $9.11 $0.07 0.0797
2023-05-09 $45.65 $9.13 $0.07 0.1070
2023-08-08 $45.81 $9.16 $0.07 0.0761
2023-11-07 $45.92 $9.18 $0.07 0.0833
2024-02-13 $50.71 $10.14 $0.08 0.0636
2024-05-07 $50.81 $10.16 $0.08 0.0602
2024-08-14 $50.91 $10.18 $0.08 0.0579
2024-11-13 $51.00 $10.20 $0.08 0.0474
2025-02-12 $56.10 $11.22 $0.09 0.0610
2025-05-14 $56.21 $11.24 $0.09 0.0629
2025-08-13 $56.32 $11.26 $0.09 0.0482
2025-11-12 $56.40 $11.28 $0.09 0.0523
2026-02-11 $62.18 $12.44 $0.10 0.0568
Total $673.54 $134.71 $1.08 0.8564

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

PESI

CAGR -2.91% Total -62.68% Final $3,732
1992-12-08 — 2026-04-14
AIOT

CAGR -3.17% Total -57.78% Final $4,222
1999-06-30 — 2026-04-14
FOUR

CAGR 5.85% Total 39.48% Final $13,948
2020-06-05 — 2026-04-14