Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AMERCO EMPLOYEE SAVINGS and PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate | NA | 25.45% | 5.55% | 8.64% | 6.47% | 7.24% | 6.24% | 6.40% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMERCO EMPLOYEE SAVINGS and PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -0.79 | 25.45 | 5.55 | 8.64 | 6.47 | 7.24 | 6.24 | 6.40 | NA | 10.23 | 14.31 | -8.60 | 12.07 | 10.69 | 16.50 | -5.05 | 5.86 | 9.03 | -0.36 | 4.96 | 18.49 | 9.24 | -1.06 | 9.46 | 17.64 | -22.66 | 4.99 | 12.28 | 7.80 | 12.94 | 21.04 | -7.57 | 4.40 |
| Sharpe Ratio | NA | 0.53 | 0.09 | 0.39 | 0.43 | NA | NA | 0.43 | 0.07 | 0.42 | 1.16 | -0.74 | 1.28 | 0.53 | 2.00 | -0.68 | 1.00 | 0.99 | -0.04 | 0.69 | 2.63 | 1.16 | -0.07 | 0.77 | 1.04 | -1.06 | 0.21 | 1.25 | 0.78 | 1.56 | 2.39 | -0.76 | 0.22 |
| Standard Deviation(%) | NA | 8.67 | 10.51 | 12.69 | 10.65 | NA | NA | 11.20 | 7.03 | 8.71 | 8.71 | 13.42 | 9.44 | 19.60 | 7.55 | 9.41 | 5.23 | 8.95 | 8.83 | 7.18 | 7.02 | 7.93 | 15.36 | 12.21 | 16.93 | 22.19 | 9.75 | 7.20 | 7.25 | 7.71 | 8.50 | 11.39 | 9.31 |
| Draw Down(%) | NA | 6.08 | 14.46 | 22.53 | 22.53 | NA | NA | 36.77 | 0.51 | 6.05 | 7.56 | 14.86 | 4.66 | 22.53 | 4.18 | 12.39 | 2.32 | 7.17 | 7.55 | 4.99 | 4.06 | 6.53 | 15.15 | 9.87 | 17.22 | 31.69 | 6.88 | 7.03 | 4.76 | 5.27 | 7.14 | 16.66 | 11.29 |
| Yield(%) | NA | 6.04 | 4.69 | 3.55 | 2.97 | NA | NA | 3.06 | NA | 0.85 | 5.97 | 4.69 | 2.57 | 1.47 | 2.28 | 3.80 | 0.44 | 2.08 | 3.50 | 2.10 | 2.44 | 2.27 | 0.65 | 1.13 | 1.48 | 1.58 | 5.13 | 4.83 | 8.55 | 3.98 | 2.31 | 2.13 | 4.12 |
Data as of 10/31/2024, AR inception is 12/31/2000
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 Strategic Asset Allocation - Optimal Moderate |
-7.80%
Feb 2006 - Feb 2009 |
-0.84%
Feb 2004 - Feb 2009 |
3.84%
Jan 2006 - Jan 2016 |
3.94%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMERCO EMPLOYEE SAVINGS and PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate |
16.68%
Mar 2003 - Mar 2006 |
13.16%
Feb 2009 - Feb 2014 |
8.62%
Feb 2009 - Feb 2019 |
8.33%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart