It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
URI: United Rentals, Inc. (STOCK)
Basic Info 1,067.77 16.85(1.55%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/19/1997 |
| Last Dividend Date: | 05/13/2026 |
| 12-Mo. Yield | 1.05% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 7.2 | 32.5 | 54.0 | 45.4 | 27.2 | 31.6 | 28.9 | 19.4 | 16.2 | 15.9 | 24.0 | 63.6 | 7.0 | 43.3 | 39.1 | 62.7 | -40.4 | 62.8 | 45.5 | -28.9 | 30.9 | 71.2 | 54.0 | 29.9 | 131.9 | 7.6 | -50.3 | -27.8 | 8.7 | 23.8 | -1.8 | 79.0 | -52.6 | 68.9 | -21.5 | -48.3 | 71.5 | 24.6 |
| Sharpe Ratio | NA | 1.73 | 1.26 | 1.1 | 0.64 | 0.71 | NA | NA | 0.29 | 0.36 | 0.58 | 1.59 | 0.13 | 1.21 | 0.57 | 1.63 | -1.02 | 2.06 | 0.94 | -0.7 | 0.92 | 2.06 | 0.99 | 0.47 | 2.48 | 0.1 | -0.62 | -0.59 | 0.13 | 0.62 | -0.06 | 1.77 | -0.81 | 1.43 | -0.43 | -1.0 | 0.85 | 4988.5 |
| Draw Down(%) | NA | 25.5 | 30.0 | 37.0 | 40.0 | 63.3 | NA | NA | 93.7 | 29.9 | 19.8 | 31.6 | 35.4 | 18.0 | 58.7 | 26.4 | 49.4 | 23.8 | 40.3 | 43.4 | 24.0 | 22.3 | 41.8 | 61.5 | 43.2 | 68.0 | 80.1 | 48.4 | 46.0 | 19.7 | 38.4 | 33.0 | 80.2 | 37.3 | 50.6 | 58.3 | 74.1 | 3.2 |
| Standard Deviation(%) | NA | 52.2 | 40.7 | 38.2 | 38.7 | 42.3 | NA | NA | 51.2 | 36.1 | 35.3 | 38.0 | 41.3 | 35.7 | 68.1 | 37.5 | 41.2 | 30.3 | 48.3 | 41.6 | 33.4 | 34.6 | 55.3 | 63.3 | 53.0 | 71.5 | 82.6 | 53.0 | 41.8 | 34.8 | 49.6 | 44.2 | 66.4 | 47.4 | 59.9 | 51.8 | 79.6 | 55.0 |
| Treynor Ratio | NA | 0.95 | 0.49 | 0.3 | 0.18 | 0.2 | NA | NA | 0.1 | 0.1 | 0.12 | 0.36 | 0.04 | 0.27 | 0.27 | 0.29 | -0.25 | 0.29 | 0.22 | -0.21 | 0.15 | 0.36 | 0.22 | 0.14 | 0.67 | 0.04 | -0.44 | -0.59 | 0.02 | 0.14 | -0.02 | 0.53 | -0.45 | 0.64 | -0.33 | -0.79 | 0.48 | -3525.03 |
| Alpha | NA | 0.24 | 0.11 | 0.07 | 0.05 | 0.05 | NA | NA | 0.05 | -0.01 | -0.03 | 0.07 | 0.15 | 0.0 | 0.09 | -0.01 | -0.15 | 0.05 | 0.1 | -0.11 | 0.02 | 0.01 | 0.08 | 0.14 | 0.27 | -0.06 | 0.03 | -0.1 | -0.05 | 0.08 | -0.02 | 0.12 | -0.11 | 0.3 | -0.01 | -0.27 | 0.19 | 3.5 |
| Beta | NA | 0.95 | 1.05 | 1.38 | 1.38 | 1.5 | NA | NA | 1.42 | 1.3 | 1.64 | 1.69 | 1.31 | 1.59 | 1.45 | 2.14 | 1.65 | 2.13 | 2.03 | 1.41 | 2.13 | 2.0 | 2.5 | 2.11 | 1.96 | 1.8 | 1.17 | 0.53 | 2.19 | 1.51 | 1.43 | 1.47 | 1.19 | 1.07 | 0.78 | 0.66 | 1.43 | -0.78 |
| RSquared | NA | 0.06 | 0.09 | 0.28 | 0.36 | 0.41 | NA | NA | 0.29 | 0.45 | 0.34 | 0.34 | 0.59 | 0.34 | 0.54 | 0.5 | 0.48 | 0.22 | 0.31 | 0.28 | 0.53 | 0.41 | 0.33 | 0.61 | 0.44 | 0.47 | 0.33 | 0.03 | 0.28 | 0.2 | 0.11 | 0.32 | 0.23 | 0.23 | 0.09 | 0.05 | 0.14 | 0.08 |
| Yield(%) | N/A | 0.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.0 | 1.1 | 1.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -45.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.8 | 10.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/18/1997
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to URI
Related 401K Plans
| 1. United Rentals, Inc. 401(k) Investment Plan | (0%) |
