UHAL vs. EXR
UHAL (U-Haul Holding Company) and EXR (Extra Space Storage Inc.) are both stocks. UHAL operates in Rental & Leasing Services (Industrials), while EXR operates in REIT - Industrial (Real Estate). Over the past 10 years, UHAL returned 4.23%/yr vs 8.35%/yr for EXR. At a 0.40 correlation, their price movements are largely independent.
Performance
UHAL vs. EXR - Performance Comparison
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Returns By Period
In the year-to-date period, UHAL achieves a 9.22% return, which is significantly lower than EXR's 11.12% return. Over the past 10 years, UHAL has underperformed EXR with an annualized return of 4.23%, while EXR has yielded a comparatively higher 8.35% annualized return.
UHAL
- 1D
- -2.12%
- 1M
- 9.27%
- YTD
- 9.22%
- 6M
- 2.17%
- 1Y
- -13.21%
- 3Y*
- 0.28%
- 5Y*
- -0.58%
- 10Y*
- 4.23%
EXR
- 1D
- 0.53%
- 1M
- 2.66%
- YTD
- 11.12%
- 6M
- 10.76%
- 1Y
- -0.14%
- 3Y*
- 3.76%
- 5Y*
- 2.43%
- 10Y*
- 8.35%
UHAL vs. EXR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UHAL U-Haul Holding Company | 9.22% | -27.04% | -3.77% | 19.29% | -17.05% | 60.36% | 21.49% | 15.01% | -12.81% | 2.94% |
EXR Extra Space Storage Inc. | 11.12% | -8.92% | -2.81% | 13.86% | -32.82% | 100.98% | 13.64% | 20.71% | 7.29% | 17.83% |
Correlation
The correlation between UHAL and EXR is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Aug 17, 2004 | 0.40 |
The correlation between UHAL and EXR shifts across timeframes, from 0.35 (10 years) to 0.51 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
UHAL:
$10.80B
EXR:
$31.51B
UHAL:
$0.94
EXR:
$4.36
UHAL:
58.53
EXR:
32.77
UHAL:
1.79
EXR:
9.12
UHAL:
1.39
EXR:
2.36
UHAL:
$6.04B
EXR:
$3.39B
UHAL:
$5.79B
EXR:
$345.79M
UHAL:
$1.35B
EXR:
$2.91B
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Return for Risk
UHAL vs. EXR — Risk / Return Rank
UHAL
EXR
UHAL vs. EXR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for U-Haul Holding Company (UHAL) and Extra Space Storage Inc. (EXR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| UHAL | EXR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.39 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.02 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.38 | -0.01 | -0.38 |
| Martin ratioReturn relative to average drawdown | -0.78 | -0.02 | -0.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UHAL | EXR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.40 | -0.01 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.09 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.14 | 0.31 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.51 | -0.28 |
Drawdowns
UHAL vs. EXR - Drawdown Comparison
The maximum UHAL drawdown since its inception was -96.19%, which is greater than EXR's maximum drawdown of -71.22%. Use the drawdown chart below to compare losses from any high point for UHAL and EXR.
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Drawdown Indicators
| UHAL | EXR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.19% | -71.22% | -24.97% |
Max Drawdown (1Y)Largest decline over 1 year | -34.53% | -16.70% | -17.83% |
Max Drawdown (3Y)Largest decline over 3 years | -46.19% | -33.78% | -12.41% |
Max Drawdown (5Y)Largest decline over 5 years | -46.19% | -51.36% | +5.17% |
Max Drawdown (10Y)Largest decline over 10 years | -46.19% | -51.36% | +5.17% |
Current DrawdownCurrent decline from peak | -29.77% | -24.76% | -5.01% |
Average DrawdownAverage peak-to-trough decline | -28.63% | -13.37% | -15.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.92% | 8.16% | +8.76% |
Volatility
UHAL vs. EXR - Volatility Comparison
U-Haul Holding Company (UHAL) has a higher volatility of 14.92% compared to Extra Space Storage Inc. (EXR) at 6.90%. This indicates that UHAL's price experiences larger fluctuations and is considered to be riskier than EXR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UHAL | EXR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.92% | 6.90% | +8.02% |
Volatility (6M)Calculated over the trailing 6-month period | 29.12% | 17.03% | +12.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.33% | 24.71% | +8.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.29% | 28.20% | +2.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.54% | 26.94% | +2.60% |
Dividends
UHAL vs. EXR - Dividend Comparison
UHAL has not paid dividends to shareholders, while EXR's dividend yield for the trailing twelve months is around 4.53%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXR Extra Space Storage Inc. | 4.53% | 4.98% | 4.33% | 4.04% | 4.08% | 1.98% | 3.11% | 3.37% | 3.71% | 3.57% | 3.79% | 2.54% |
UHAL U-Haul Holding Company | 0.00% | 0.00% | 0.00% | 0.00% | 769.35% | 0.21% | 0.55% | 0.40% | 0.46% | 0.66% | 0.54% | 1.28% |
Financials
UHAL vs. EXR - Financials Comparison
This section allows you to compare key financial metrics between U-Haul Holding Company and Extra Space Storage Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
UHAL and EXR have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UHAL has higher volatility (14.92%) compared to EXR (6.90%). In terms of maximum drawdown, UHAL dropped -96.19% vs EXR's -71.22%.
EXR currently has the higher Sharpe Ratio (-0.01 vs -0.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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