Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UHALB (AMERCO) | NA | 28.67% | NA | NA | NA | NA | NA | … | … |
Data as of 12/27/2023, Common starting date is 11/10/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UHALB (AMERCO) | 11/10/2022 | 12/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.88 | 28.67 | NA | NA | NA | NA | NA | … | … | 29.86 | 5.69 |
| Sharpe Ratio | NA | 0.66 | NA | NA | NA | NA | NA | … | … | 0.71 | 0.79 |
| Standard Deviation(%) | NA | 36.68 | NA | NA | NA | NA | NA | … | … | 36.85 | 60.41 |
| Draw Down(%) | NA | 27.96 | NA | NA | NA | NA | NA | … | … | 27.96 | 21.13 |
| Yield(%) | 0.00 | 0.31 | 0.13 | 0.08 | 0.04 | 0.03 | 0.02 | … | … | 0.31 | 0.08 |
Data as of 12/27/2023, Common starting date is 11/10/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UHALB (AMERCO) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UHALB (AMERCO) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart