Performance analysis of Universal Logistics (ULH)
Annual Return
Over the past 3 years, ULH has had an average annual return of -15.95%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, ULH has had an average annual return of -6.84%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, ULH has had an average annual return of +3.09%, underperforming the benchmark SPY, which returned +15.44% annual.
Since May 2, 2016, ULH has had an average annual return of +3.36%, underperforming the benchmark SPY, which returned +15.47% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.38% | -66.28% | +65.61% | -14.95% | +79.96% | -6.63% | +9.86% | +7.43% | -22.70% | +47.90% | +19.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.40% | +3.88% | +27.79% | +13.91% | -33.93% | +2.93% | +8.38% | ||||||
| 2025 | -3.74% | -38.49% | -3.14% | -17.15% | +10.67% | +5.95% | -5.71% | +8.84% | -9.64% | -30.97% | -7.17% | +1.85% | -66.28% |
| 2024 | +8.92% | +10.85% | +9.32% | +21.18% | -2.08% | -7.00% | +6.01% | -1.52% | +1.99% | -2.48% | +23.96% | -11.66% | +65.61% |
| 2023 | +7.42% | -17.32% | -1.52% | -12.18% | +3.71% | +8.91% | +7.91% | -12.43% | -7.15% | -11.12% | +10.54% | +13.72% | -14.95% |
| 2022 | -9.70% | +12.33% | +5.91% | +0.65% | +37.52% | -1.72% | +10.03% | +21.50% | -12.87% | +0.88% | +18.65% | -11.69% | +79.96% |
| 2021 | +2.97% | +10.92% | +12.39% | -4.94% | -0.04% | -6.41% | -1.07% | -5.12% | -7.74% | +4.98% | -11.81% | +2.03% | -6.63% |
| 2020 | -10.86% | -8.19% | -14.99% | +6.33% | +6.68% | +16.95% | +5.69% | +17.04% | -2.98% | -5.42% | +9.03% | -3.82% | +9.86% |
| 2019 | +12.66% | +8.69% | -10.73% | +24.09% | -22.38% | +19.08% | -12.37% | +7.48% | +11.12% | -18.98% | +6.28% | -4.91% | +7.43% |
| 2018 | -2.10% | -4.95% | -3.99% | +3.78% | +13.97% | +5.42% | +27.62% | +9.59% | +0.55% | -26.17% | -13.66% | -22.59% | -22.70% |
| 2017 | -11.62% | -5.53% | +5.65% | -2.79% | -0.59% | +8.70% | -3.00% | +14.65% | +23.20% | +5.62% | +8.44% | +1.71% | +47.90% |
Drawdown analysis of Universal Logistics (ULH)
The maximum drawdown for the ULH was -76.07%, occurring on May 12, 2026. This drawdown has not yet recovered.
The current ULH drawdown is -67.82%.
Since May 2, 2016 ULH has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.07% | Nov 6, 2024 | 377 | May 12, 2026 | Ongoing | Ongoing | Ongoing |
| -67.74% | Aug 20, 2018 | 398 | Mar 20, 2020 | 597 | Aug 3, 2022 | 995 |
| -51.19% | Feb 7, 2023 | 182 | Oct 27, 2023 | 124 | Apr 26, 2024 | 306 |
| -31.65% | Dec 9, 2016 | 85 | Apr 13, 2017 | 100 | Sep 6, 2017 | 185 |
| -23.68% | Aug 18, 2022 | 25 | Sep 23, 2022 | 93 | Feb 7, 2023 | 118 |
| -23.64% | May 9, 2024 | 40 | Jul 9, 2024 | 85 | Nov 6, 2024 | 125 |
| -21.90% | Aug 5, 2016 | 58 | Oct 27, 2016 | 28 | Dec 7, 2016 | 86 |
| -18.16% | Jun 15, 2016 | 8 | Jun 27, 2016 | 12 | Jul 14, 2016 | 20 |
| -17.14% | Jan 17, 2018 | 51 | Apr 2, 2018 | 40 | May 29, 2018 | 91 |
| -9.83% | May 10, 2016 | 7 | May 19, 2016 | 11 | Jun 6, 2016 | 18 |
| -8.69% | Jul 15, 2016 | 4 | Jul 21, 2016 | 5 | Jul 28, 2016 | 9 |
| -7.22% | Apr 26, 2024 | 5 | May 3, 2024 | 2 | May 7, 2024 | 7 |
| -4.44% | Nov 2, 2017 | 5 | Nov 9, 2017 | 3 | Nov 14, 2017 | 8 |
| -4.32% | May 2, 2016 | 2 | May 4, 2016 | 1 | May 5, 2016 | 3 |
| -3.35% | Dec 1, 2017 | 5 | Dec 8, 2017 | 1 | Dec 11, 2017 | 6 |
| -3.23% | Oct 12, 2017 | 3 | Oct 17, 2017 | 3 | Oct 20, 2017 | 6 |
| -3.14% | Aug 16, 2022 | 1 | Aug 17, 2022 | 1 | Aug 18, 2022 | 2 |
| -2.97% | Jun 22, 2018 | 3 | Jun 27, 2018 | 7 | Jul 9, 2018 | 10 |
| -2.94% | Nov 14, 2017 | 1 | Nov 15, 2017 | 3 | Nov 20, 2017 | 4 |
| -2.78% | Aug 4, 2022 | 1 | Aug 5, 2022 | 1 | Aug 8, 2022 | 2 |
| -2.44% | Jun 18, 2018 | 1 | Jun 19, 2018 | 3 | Jun 22, 2018 | 4 |
| -2.40% | Jul 28, 2016 | 3 | Aug 2, 2016 | 2 | Aug 4, 2016 | 5 |
| -2.32% | Jul 23, 2018 | 1 | Jul 24, 2018 | 3 | Jul 27, 2018 | 4 |
| -2.30% | Oct 20, 2017 | 1 | Oct 23, 2017 | 8 | Nov 2, 2017 | 9 |
| -2.18% | Sep 27, 2017 | 1 | Sep 28, 2017 | 3 | Oct 3, 2017 | 4 |