Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ULH (Universal Logistics Holdings, Inc.) | 21.47% | -24.44% | -12.82% | -4.81% | 4.18% | 4.07% | -0.65% | … | … |
Data as of 06/09/2026, Common starting date is 02/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ULH (Universal Logistics Holdings, Inc.) | 02/11/2005 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.56 | -24.44 | -12.82 | -4.81 | 4.18 | 4.07 | -0.65 | … | … | 21.47 | -66.29 | 65.61 | -14.91 | 79.89 | -6.72 | 9.85 | 8.55 | -23.05 | 47.87 | 18.83 | -50.05 | -5.51 | 68.04 | 7.06 | 23.15 | -12.05 | 39.39 | -26.08 | -19.34 | 3.23 | 2.23 |
| Sharpe Ratio | NA | -0.36 | -0.25 | -0.15 | 0.04 | NA | NA | … | … | 0.35 | -1.06 | 1.16 | -0.41 | 1.73 | -0.22 | 0.18 | 0.16 | -0.73 | 1.28 | 0.44 | -1.19 | -0.20 | 1.81 | 0.18 | 0.39 | -0.29 | 0.50 | -0.34 | -0.36 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 82.24 | 63.50 | 56.74 | 49.73 | NA | NA | … | … | 101.07 | 65.38 | 53.29 | 45.12 | 45.55 | 31.32 | 53.19 | 43.74 | 33.59 | 37.03 | 42.62 | 41.94 | 27.74 | 37.67 | 39.14 | 59.18 | 41.43 | 78.65 | 78.46 | 61.90 | 52.28 | 40.48 |
| Draw Down(%) | NA | 58.86 | 76.06 | 76.06 | 76.06 | NA | NA | … | … | 50.93 | 71.84 | 23.65 | 51.18 | 23.69 | 34.54 | 40.51 | 29.39 | 51.59 | 27.48 | 33.44 | 55.56 | 31.33 | 18.57 | 28.81 | 31.04 | 30.96 | 27.07 | 55.47 | 42.68 | 40.92 | 42.26 |
| Yield(%) | 0.00 | 1.70 | 1.45 | 1.66 | 2.69 | 3.14 | 1.20 | … | … | 1.36 | 0.96 | 1.47 | 1.23 | 2.24 | 2.03 | 1.13 | 3.39 | 1.18 | 1.74 | 1.99 | 1.01 | 0.93 | 0.76 | 5.63 | 6.14 | 0.00 | 6.92 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 02/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ULH (Universal Logistics Holdings, Inc.) |
-25.60%
Nov 2022 – Nov 2025 |
-13.13%
Jul 2006 – Jul 2011 |
-6.82%
Jun 2006 – Jun 2016 |
-0.86%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ULH (Universal Logistics Holdings, Inc.) |
43.04%
Nov 2021 – Nov 2024 |
24.23%
Jan 2009 – Jan 2014 |
11.61%
Aug 2012 – Aug 2022 |
11.29%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart