Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UHAL (U-Haul Holding Company) | 11.96% | -10.81% | 1.64% | -0.06% | 4.41% | 14.24% | 10.30% | … | … |
Data as of 06/04/2026, Common starting date is 11/04/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UHAL (U-Haul Holding Company) | 11/04/1994 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.42 | -10.81 | 1.64 | -0.06 | 4.41 | 14.24 | 10.30 | … | … | 11.96 | -25.66 | -3.77 | 19.29 | -16.97 | 60.36 | 21.49 | 15.01 | -12.68 | 2.94 | -4.56 | 38.98 | 20.02 | 87.56 | 49.82 | -6.87 | 93.16 | 43.99 | -47.43 | -24.51 | 20.76 | 58.58 | 113.86 | 386.43 | -76.51 | -4.10 | -21.50 | -10.51 | 9.02 | -26.79 | 66.67 | 20.86 | 0.72 |
| Sharpe Ratio | NA | -0.33 | -0.20 | -0.08 | 0.11 | NA | NA | … | … | 0.87 | -1.07 | -0.28 | 0.47 | -0.58 | 2.41 | 0.47 | 0.61 | -0.64 | 0.10 | -0.18 | 1.78 | 0.79 | 3.12 | 1.45 | -0.14 | 1.97 | 0.73 | -0.72 | -0.57 | 0.39 | 1.85 | 2.89 | 3.44 | -0.55 | -0.15 | -0.56 | -0.28 | 0.12 | -0.61 | 1.09 | 0.35 | 0.03 |
| Standard Deviation(%) | NA | 33.46 | 31.32 | 30.44 | 29.68 | NA | NA | … | … | 43.51 | 27.05 | 26.61 | 33.36 | 32.05 | 25.00 | 45.24 | 22.09 | 22.18 | 22.51 | 25.90 | 21.87 | 25.29 | 28.07 | 34.69 | 49.34 | 47.25 | 59.95 | 66.82 | 48.82 | 44.75 | 30.48 | 39.02 | 112.09 | 140.28 | 44.85 | 46.31 | 49.42 | 47.92 | 50.10 | 57.15 | 48.87 | 28.51 |
| Draw Down(%) | NA | 34.53 | 46.19 | 46.19 | 46.19 | NA | NA | … | … | 28.54 | 34.73 | 16.60 | 30.07 | 37.75 | 16.69 | 37.49 | 16.88 | 16.75 | 13.32 | 20.59 | 12.98 | 18.77 | 14.72 | 31.17 | 40.76 | 29.48 | 36.61 | 57.63 | 35.95 | 36.27 | 11.15 | 27.02 | 57.58 | 90.31 | 24.44 | 39.78 | 29.74 | 40.04 | 38.96 | 30.93 | 36.84 | 8.45 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.09 | 0.32 | 1.96 | 1.41 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 | 0.34 | 0.65 | 0.46 | 0.53 | 0.68 | 0.52 | 1.73 | 0.42 | 0.00 | 5.40 | 1.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.17 | 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 11/04/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UHAL (U-Haul Holding Company) |
-47.10%
Jan 2000 – Jan 2003 |
-35.40%
Feb 1998 – Feb 2003 |
2.26%
Dec 1998 – Dec 2008 |
3.12%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UHAL (U-Haul Holding Company) |
205.61%
Feb 2003 – Feb 2006 |
78.78%
Jan 2003 – Jan 2008 |
48.22%
Feb 2003 – Feb 2013 |
37.63%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart