U-Haul Holding Company (UHAL) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$9,703
Total Return
-2.97%
CAGR
-0.60%
Dividends
$43.96
Yield on Cost
0.44%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.23% |
| Median | -0.77% |
| Best | +30.66% |
| Worst | -18.42% |
| % of Windows Positive | 46.3% |
1-Year (252 Trading Days)
| Average | -1.68% |
| Median | -1.74% |
| Best | +49.96% |
| Worst | -34.54% |
| % of Windows Positive | 45.7% |
3-Year (756 Trading Days)
| Average | +3.31% |
| Median | +4.65% |
| Best | +35.89% |
| Worst | -29.90% |
| % of Windows Positive | 61.0% |
Risk Metrics
| Maximum Drawdown | -46.19% |
| Average Drawdown | -19.56% |
| Drawdown Duration | 417 Trading Days (Unrecovered) |
| Sortino Ratio | 0.19 |
| Calmar Ratio | -0.01 |
| CVaR (5%) | -4.09% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +9.22% (+23.28% ann.) | +$922.44 | $0.00 | $0.00 | $0.00 |
| 2025 | -27.04% | $2703.72 | $0.00 | $0.00 | $0.00 |
| 2024 | -3.77% | $377.44 | $0.00 | $0.00 | $0.00 |
| 2023 | +19.29% | +$1928.89 | $0.00 | $0.00 | $0.00 |
| 2022 | -17.00% | $1699.62 | $13.77 | $2.75 | $0.02 |
| 2021 | +60.28% | +$6027.86 | $33.07 | $6.61 | $0.05 |
| 2020 | +21.36% | +$2135.82 | $66.58 | $13.32 | $0.11 |
| 2019 | +14.92% | +$1491.70 | $45.77 | $9.15 | $0.07 |
| 2018 | -12.78% | $1278.10 | $53.01 | $10.60 | $0.08 |
| 2017 | +2.80% | +$279.76 | $67.76 | $13.55 | $0.11 |
| 2016 | -4.67% | $467.18 | $51.40 | $10.28 | $0.08 |
| 2015 | +38.59% | +$3859.15 | $176.50 | $35.30 | $0.28 |
| 2014 | +19.92% | +$1991.66 | $42.05 | $8.41 | $0.07 |
| 2013 | +87.56% | +$8755.62 | $0.00 | $0.00 | $0.00 |
| 2012 | +48.61% | +$4860.51 | $565.61 | $113.12 | $0.91 |
| 2011 | -7.11% | $710.90 | $104.12 | $20.82 | $0.17 |
| 2010 | +93.16% | +$9316.17 | $0.00 | $0.00 | $0.00 |
| 2009 | +43.99% | +$4399.07 | $0.00 | $0.00 | $0.00 |
| 2008 | -47.43% | $4742.69 | $0.00 | $0.00 | $0.00 |
| 2007 | -24.51% | $2451.44 | $0.00 | $0.00 | $0.00 |
| 2006 | +20.76% | +$2076.34 | $0.00 | $0.00 | $0.00 |
| 2005 | +58.20% | +$5820.16 | $115.49 | $23.10 | $0.18 |
| 2004 | +113.86% | +$11386.04 | $0.00 | $0.00 | $0.00 |
| 2003 | +386.43% | +$38642.52 | $0.00 | $0.00 | $0.00 |
| 2002 | -76.51% | $7651.43 | $0.00 | $0.00 | $0.00 |
| 2001 | -4.10% | $410.19 | $0.00 | $0.00 | $0.00 |
| 2000 | -21.50% | $2150.00 | $0.00 | $0.00 | $0.00 |
| 1999 | -10.51% | $1051.46 | $0.00 | $0.00 | $0.00 |
| 1998 | +9.02% | +$902.44 | $0.00 | $0.00 | $0.00 |
| 1997 | -26.79% | $2678.57 | $0.00 | $0.00 | $0.00 |
| 1996 | +66.67% | +$6666.67 | $0.00 | $0.00 | $0.00 |
| 1995 | +20.86% | +$2086.33 | $0.00 | $0.00 | $0.00 |
| 1994 partial | +0.72% (+4.82% ann.) | +$72.46 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +0.74% | +0.16% | +$73.54 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -45.76% | -21.16% | $4576.47 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +640.85% | +49.30% | +$64085.01 | $586.75 | $117.36 | $0.93 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -64.67% | -52.12% | $6467.42 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +268.59% | +47.17% | +$26859.25 | $412.88 | $82.57 | $0.66 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +305.92% | +20.34% | +$30591.70 | $2167.62 | $433.53 | $3.47 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -28.28% | -97.75% | $2828.41 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +40.33% | +72.49% | +$4033.12 | $18.21 | $3.64 | $0.03 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +85.53% | +79.74% | +$8552.93 | $90.21 | $18.04 | $0.14 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -27.01% | -28.42% | $2701.31 | $14.20 | $2.84 | $0.02 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +41.25% | +20.48% | +$4125.34 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -24.28% | -15.05% | $2428.49 | $0.00 | $0.00 | $0.00 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2005-02-23 | $0.0531 | 1.21% |
| 2011-12-21 | $0.1000 | 1.17% |
| 2012-11-15 | $0.5000 | 4.25% |
| 2014-01-08 | $0.1000 | 0.42% |
| 2015-03-04 | $0.1000 | 0.31% |
| 2015-06-17 | $0.1000 | 0.31% |
| 2015-09-14 | $0.3000 | 0.80% |
| 2016-04-01 | $0.1000 | 0.28% |
| 2016-10-18 | $0.1000 | 0.30% |
| 2017-02-21 | $0.1000 | 0.26% |
| 2017-07-18 | $0.1000 | 0.28% |
| 2017-12-20 | $0.0500 | 0.13% |
| 2018-03-22 | $0.0500 | 0.15% |
| 2018-06-20 | $0.0500 | 0.14% |
| 2018-09-07 | $0.0500 | 0.14% |
| 2018-12-19 | $0.0500 | 0.15% |
| 2019-03-20 | $0.0500 | 0.13% |
| 2019-09-06 | $0.0500 | 0.14% |
| 2019-12-18 | $0.0500 | 0.14% |
| 2020-09-03 | $0.0500 | 0.13% |
| 2020-12-18 | $0.2000 | 0.45% |
| 2021-06-23 | $0.0500 | 0.09% |
| 2021-09-03 | $0.0500 | 0.08% |
| 2021-10-15 | $0.0500 | 0.07% |
| 2022-04-14 | $0.0500 | 0.09% |
| 2022-09-02 | $0.0500 | 0.09% |
| Total | 26 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-23 | $8.78 | $1.76 | $0.01 | 0.1273 |
| 2021-09-03 | $8.79 | $1.76 | $0.01 | 0.1071 |
| 2021-10-15 | $8.79 | $1.76 | $0.01 | 0.0971 |
| 2022-04-14 | $8.80 | $1.76 | $0.01 | 0.1279 |
| 2022-09-02 | $8.80 | $1.76 | $0.01 | 0.1348 |
| Total | $43.96 | $8.79 | $0.07 | 0.5941 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.