Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGRC (McGrath RentCorp) | 5.11% | -2.44% | 7.61% | 7.47% | 16.60% | 12.94% | 10.45% | … | … |
Data as of 06/04/2026, Common starting date is 11/13/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGRC (McGrath RentCorp) | 11/13/1984 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.82 | -2.44 | 7.61 | 7.47 | 16.60 | 12.94 | 10.45 | … | … | 5.11 | -4.57 | -4.92 | 23.51 | 25.82 | 22.33 | -9.95 | 52.37 | 12.19 | 23.25 | 61.60 | -27.44 | -7.40 | 40.96 | 3.77 | 14.45 | 21.67 | 9.49 | -14.21 | -14.08 | 12.67 | 30.38 | 64.24 | 21.33 | -36.70 | 99.01 | 14.26 | -20.45 | -10.20 | 90.29 | 35.53 | 11.76 | 17.24 | 26.09 | -22.03 | 10.28 | 52.86 | 29.63 | -6.09 | 17.35 | -1.01 | 115.22 | -4.17 |
| Sharpe Ratio | NA | -0.17 | 0.19 | 0.17 | 0.50 | NA | NA | … | … | 0.32 | -0.27 | -0.33 | 0.81 | 0.91 | 0.84 | -0.19 | 1.90 | 0.42 | 0.83 | 2.23 | -1.11 | -0.28 | 1.78 | 0.14 | 0.37 | 0.55 | 0.14 | -0.23 | -0.47 | 0.24 | 0.83 | 2.13 | 1.00 | -1.42 | 1.67 | 0.18 | -0.56 | -0.24 | 1.76 | 0.67 | 0.22 | 0.36 | 0.57 | -0.48 | 0.12 | 1.24 | 0.63 | -0.28 | 0.27 | -0.12 | 2.76 | -1.03 |
| Standard Deviation(%) | NA | 28.54 | 26.43 | 26.30 | 30.41 | NA | NA | … | … | 29.66 | 27.82 | 25.65 | 24.60 | 26.90 | 26.46 | 54.11 | 26.79 | 25.72 | 27.22 | 27.49 | 24.76 | 26.20 | 23.00 | 27.25 | 39.36 | 39.13 | 68.74 | 64.60 | 36.77 | 38.86 | 33.75 | 29.68 | 20.52 | 26.67 | 59.25 | 56.05 | 42.42 | 57.07 | 49.06 | 47.25 | 34.94 | 39.32 | 41.62 | 50.71 | 52.71 | 37.90 | 37.38 | 39.24 | 48.43 | 45.01 | 39.77 | 33.59 |
| Draw Down(%) | NA | 24.87 | 24.91 | 24.91 | 43.97 | NA | NA | … | … | 14.29 | 24.91 | 23.95 | 19.44 | 18.08 | 21.30 | 43.97 | 12.96 | 30.80 | 16.88 | 11.75 | 31.61 | 22.91 | 9.92 | 27.90 | 22.22 | 25.62 | 49.94 | 50.48 | 33.72 | 34.08 | 13.00 | 19.72 | 9.88 | 49.35 | 24.25 | 22.68 | 28.33 | 31.63 | 25.69 | 25.56 | 14.71 | 14.29 | 16.36 | 38.89 | 24.64 | 38.98 | 11.43 | 19.05 | 40.51 | 39.68 | 17.95 | 13.73 |
| Yield(%) | 0.00 | 1.71 | 2.07 | 2.22 | 5.46 | 5.37 | 4.78 | … | … | 0.93 | 1.75 | 1.62 | 1.88 | 2.26 | 2.64 | 2.13 | 2.88 | 2.70 | 2.72 | 4.23 | 2.80 | 2.53 | 3.17 | 3.20 | 3.42 | 3.82 | 3.97 | 3.17 | 2.36 | 2.12 | 2.46 | 3.09 | 3.31 | 1.81 | 3.38 | 3.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/13/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGRC (McGrath RentCorp) |
-17.12%
Mar 2006 – Mar 2009 |
-1.95%
Aug 1997 – Aug 2002 |
0.39%
Jan 2006 – Jan 2016 |
7.90%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGRC (McGrath RentCorp) |
47.31%
Oct 1994 – Oct 1997 |
33.63%
Dec 1992 – Dec 1997 |
23.74%
Jan 1996 – Jan 2006 |
18.64%
Dec 1986 – Dec 2001 |
Annualized Rolling Returns Comparison Chart