Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AMERCO EMPLOYEE SAVINGS and PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 30.06% | 3.53% | 11.15% | 8.44% | 9.75% | 9.77% | 9.53% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMERCO EMPLOYEE SAVINGS and PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.36 | 30.06 | 3.53 | 11.15 | 8.44 | 9.75 | 9.77 | 9.53 | NA | 8.05 | 13.11 | -12.53 | 31.64 | 9.28 | 17.92 | -5.58 | 6.91 | 21.44 | -3.80 | 5.92 | 29.80 | 13.05 | -1.80 | 12.84 | 12.31 | 6.53 | 6.98 | 13.05 | 9.42 | 12.39 | 28.27 | -5.50 | -1.57 |
| Sharpe Ratio | NA | 0.20 | -0.13 | 0.37 | 0.41 | NA | NA | 0.57 | 0.05 | 0.09 | 0.80 | -0.83 | 1.79 | 0.35 | 1.19 | -0.57 | 0.77 | 1.61 | -0.29 | 0.51 | 2.59 | 1.01 | -0.08 | 0.79 | 1.09 | 0.52 | 0.34 | 1.31 | 1.00 | 1.51 | 3.11 | -0.85 | -0.62 |
| Standard Deviation(%) | NA | 15.21 | 14.54 | 18.02 | 15.39 | NA | NA | 13.48 | 5.64 | 15.39 | 11.03 | 16.76 | 17.68 | 25.90 | 13.91 | 12.17 | 8.14 | 13.20 | 13.05 | 11.60 | 11.49 | 12.92 | 23.78 | 16.24 | 11.25 | 10.85 | 11.74 | 7.47 | 7.27 | 7.57 | 8.87 | 7.73 | 6.29 |
| Draw Down(%) | NA | 10.64 | 18.60 | 30.45 | 30.45 | NA | NA | 30.45 | 0.45 | 10.60 | 11.49 | 19.31 | 7.91 | 30.45 | 11.19 | 15.26 | 4.84 | 7.91 | 11.87 | 8.35 | 5.96 | 10.61 | 22.13 | 14.44 | 8.74 | 6.90 | 7.66 | 7.46 | 4.96 | 5.45 | 3.77 | 12.01 | 8.90 |
| Yield(%) | NA | 6.96 | 5.15 | 4.09 | 3.52 | NA | NA | 0.00 | NA | 0.38 | 7.76 | 3.57 | 4.45 | 2.33 | 3.44 | 1.75 | 1.55 | 3.34 | 4.66 | 3.61 | 4.94 | 1.70 | 3.14 | 1.78 | 1.45 | 2.71 | 5.91 | 6.04 | 7.55 | 4.26 | 1.89 | 1.99 | 5.14 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMERCO EMPLOYEE SAVINGS and PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
-2.70%
Mar 2017 - Mar 2020 |
1.23%
Mar 2015 - Mar 2020 |
6.02%
Mar 2010 - Mar 2020 |
7.54%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMERCO EMPLOYEE SAVINGS and PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
19.26%
Dec 2018 - Dec 2021 |
15.05%
Jun 2009 - Jun 2014 |
12.27%
Sep 2011 - Sep 2021 |
11.43%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart