Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| URI (United Rentals, Inc.) | 34.60% | 57.02% | 46.14% | 27.63% | 31.33% | 29.27% | 19.49% | … | … |
Data as of 06/04/2026, Common starting date is 12/19/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URI (United Rentals, Inc.) | 12/19/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.73 | 57.02 | 46.14 | 27.63 | 31.33 | 29.27 | 19.49 | … | … | 34.60 | 15.92 | 23.97 | 63.62 | 6.96 | 43.28 | 39.06 | 62.65 | -40.36 | 62.82 | 45.55 | -28.89 | 30.87 | 71.24 | 54.04 | 29.89 | 131.91 | 7.57 | -50.33 | -27.80 | 8.72 | 23.76 | -1.76 | 79.00 | -52.60 | 68.93 | -21.53 | -48.30 | 71.52 | 24.60 |
| Sharpe Ratio | NA | 0.94 | 1.04 | 0.59 | 0.70 | NA | NA | … | … | 1.24 | 0.36 | 0.58 | 1.59 | 0.13 | 1.21 | 0.57 | 1.63 | -1.02 | 2.06 | 0.94 | -0.70 | 0.92 | 2.06 | 0.99 | 0.47 | 2.48 | 0.10 | -0.62 | -0.59 | 0.13 | 0.62 | -0.06 | 1.77 | -0.81 | 1.43 | -0.43 | -1.00 | 0.85 | 4,988.50 |
| Standard Deviation(%) | NA | 40.35 | 38.28 | 38.58 | 42.22 | NA | NA | … | … | 52.51 | 36.09 | 35.31 | 38.02 | 41.27 | 35.74 | 68.13 | 37.50 | 41.23 | 30.29 | 48.32 | 41.55 | 33.36 | 34.57 | 55.25 | 63.32 | 53.05 | 71.51 | 82.58 | 52.97 | 41.85 | 34.83 | 49.59 | 44.17 | 66.39 | 47.44 | 59.90 | 51.81 | 79.63 | 54.97 |
| Draw Down(%) | NA | 30.04 | 37.03 | 39.96 | 63.26 | NA | NA | … | … | 25.52 | 29.93 | 19.83 | 31.62 | 35.42 | 18.03 | 58.74 | 26.35 | 49.37 | 23.80 | 40.25 | 43.42 | 24.02 | 22.28 | 41.84 | 61.54 | 43.18 | 68.00 | 80.08 | 48.39 | 45.97 | 19.72 | 38.36 | 33.04 | 80.22 | 37.30 | 50.64 | 58.33 | 74.09 | 3.23 |
| Yield(%) | 0.00 | 1.08 | 1.92 | 1.42 | 3.20 | 6.57 | 3.69 | … | … | 0.47 | 1.04 | 1.15 | 1.66 | 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 | 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 12/19/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URI (United Rentals, Inc.) |
-50.40%
Mar 2006 – Mar 2009 |
-25.39%
Feb 2004 – Feb 2009 |
-18.71%
Feb 1999 – Feb 2009 |
1.16%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URI (United Rentals, Inc.) |
117.52%
Feb 2009 – Feb 2012 |
86.48%
Mar 2009 – Mar 2014 |
41.96%
Feb 2009 – Feb 2019 |
41.06%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart