Performance analysis of U-Haul (UHAL)
Annual Return
Over the past 3 years, UHAL has had an average annual return of +0.28%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, UHAL has had an average annual return of -0.79%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, UHAL has had an average annual return of +4.12%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, UHAL has had an average annual return of +12.27%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.22% | -27.04% | -3.77% | +19.29% | -17.94% | +60.35% | +21.50% | +15.01% | -12.81% | +2.94% | -4.56% | +38.99% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +20.02% | +87.56% | +49.91% | -6.89% | +93.16% | +43.99% | -47.43% | -24.51% | +20.76% | +58.58% | +113.85% | +386.39% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -76.51% | -4.07% | -21.52% | -11.10% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +12.18% | -10.42% | -5.69% | +7.49% | +12.71% | -4.89% | +9.22% | ||||||
| 2025 | +5.47% | -4.97% | -5.62% | -6.07% | +4.25% | -5.38% | -4.46% | -0.54% | -0.83% | -6.85% | -0.96% | -4.25% | -27.04% |
| 2024 | -7.72% | -2.84% | +4.91% | -6.38% | -0% | -2.37% | +8.20% | +6.33% | +9.10% | -5.36% | -3.63% | -2.24% | -3.77% |
| 2023 | +11.36% | -4.21% | -7.10% | +2.36% | -13.58% | +4.83% | +10.01% | -6.39% | -4.21% | -9.99% | +15.25% | +26.83% | +19.29% |
| 2022 | -16.15% | -5.15% | +3.35% | -10.21% | -8.50% | -2.40% | +12.31% | -2.12% | -3.04% | +12.95% | +8.76% | -4.91% | -17.94% |
| 2021 | +1.87% | +24.28% | +6.59% | -2.61% | -3.62% | +2.59% | -0.24% | +12.45% | -2.21% | +14.16% | -4.40% | +3.08% | +60.35% |
| 2020 | -1.21% | -13.13% | -9.91% | -3.59% | +15.12% | -6.30% | +5.14% | +11.70% | +0.44% | -2.48% | +19.32% | +10.09% | +21.50% |
| 2019 | +10.53% | +6.05% | -3.27% | +0.45% | -1.33% | +2.81% | +2.23% | -9.14% | +11.08% | +3.85% | -10.57% | +3.89% | +15.01% |
| 2018 | -3.40% | -5.77% | +0.47% | -2.20% | -4.32% | +10.44% | +5.88% | -0.58% | -4.73% | -8.46% | +6.12% | -5.29% | -12.81% |
| 2017 | +1.92% | +2.83% | -1.32% | -1.77% | -1.39% | -0.86% | +6.44% | -3.95% | +0.45% | +4.73% | -5.60% | +2.09% | +2.94% |
Drawdown analysis of U-Haul (UHAL)
The maximum drawdown for the UHAL was -93.78%, occurring on Oct 23, 2002. Recovery took 468 trading sessions.
The current UHAL drawdown is -29.77%.
Since Nov 1, 1999 UHAL has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 6 times
- 30% or more: 7 times
- 20% or more: 7 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -93.78% | Nov 3, 1999 | 745 | Oct 23, 2002 | 468 | Sep 2, 2004 | 1213 |
| -78.85% | Apr 21, 2006 | 724 | Mar 9, 2009 | 440 | Dec 3, 2010 | 1164 |
| -46.19% | Oct 2, 2024 | 366 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -44.09% | Dec 3, 2010 | 209 | Oct 3, 2011 | 89 | Feb 9, 2012 | 298 |
| -43.46% | Nov 23, 2015 | 1087 | Mar 20, 2020 | 180 | Dec 4, 2020 | 1267 |
| -40.46% | Nov 5, 2021 | 153 | Jun 16, 2022 | 570 | Sep 24, 2024 | 723 |
| -31.17% | Feb 9, 2012 | 79 | Jun 4, 2012 | 94 | Oct 16, 2012 | 173 |
| -18.77% | Jun 6, 2014 | 89 | Oct 13, 2014 | 71 | Jan 26, 2015 | 160 |
| -16.69% | May 10, 2021 | 28 | Jun 18, 2021 | 35 | Aug 9, 2021 | 63 |
| -14.72% | Mar 20, 2013 | 29 | May 1, 2013 | 69 | Aug 8, 2013 | 98 |
| -12.84% | Jan 23, 2014 | 7 | Feb 3, 2014 | 50 | Apr 15, 2014 | 57 |
| -11.15% | Sep 9, 2005 | 34 | Oct 27, 2005 | 15 | Nov 17, 2005 | 49 |
| -9.46% | Feb 4, 2005 | 35 | Mar 29, 2005 | 33 | May 13, 2005 | 68 |
| -9.19% | Jan 3, 2006 | 9 | Jan 17, 2006 | 6 | Jan 25, 2006 | 15 |
| -9.04% | Aug 9, 2013 | 15 | Aug 30, 2013 | 11 | Sep 17, 2013 | 26 |
| -7.79% | Sep 15, 2004 | 5 | Sep 22, 2004 | 5 | Sep 29, 2004 | 10 |
| -7.59% | Nov 9, 2004 | 7 | Nov 18, 2004 | 8 | Dec 1, 2004 | 15 |
| -7.28% | Aug 2, 2005 | 3 | Aug 5, 2005 | 11 | Aug 22, 2005 | 14 |
| -7.02% | Aug 14, 2015 | 6 | Aug 24, 2015 | 16 | Sep 16, 2015 | 22 |
| -6.90% | Oct 6, 2004 | 6 | Oct 14, 2004 | 11 | Oct 29, 2004 | 17 |
| -6.83% | Jun 16, 2005 | 7 | Jun 27, 2005 | 9 | Jul 11, 2005 | 16 |
| -6.70% | Nov 1, 2004 | 1 | Nov 2, 2004 | 5 | Nov 9, 2004 | 6 |
| -6.38% | Mar 15, 2021 | 6 | Mar 23, 2021 | 3 | Mar 26, 2021 | 9 |
| -6.31% | Mar 2, 2015 | 6 | Mar 10, 2015 | 16 | Apr 1, 2015 | 22 |
| -6.29% | May 12, 2014 | 3 | May 15, 2014 | 10 | May 30, 2014 | 13 |