KKRS vs UHAL
Comparison between KKR Group Finance Co. IX LLC (KKRS, Company) and U-Haul Holding Company (UHAL, Company).
5-Year PerformanceUHAL has outperformed KKRS, delivering a return of +3.5% compared to -3.6%
KKRS vs UHAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
KKRS vs UHAL - Historical Returns
Returns include dividend reinvestment.
KKRS vs UHAL - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | KKRS | UHAL |
|---|---|---|
| 2026 | -5.97% | +48.25% |
| 2025 | +0.37% | -26.95% |
| 2024 | +1.31% | -2.84% |
| 2023 | +18.20% | +20.53% |
| 2022 | -31.43% | -16.71% |
| 2021 | +4.58% | +63.69% |
| 2020 | N/A | +19.47% |
| 2019 | N/A | +14.78% |
| 2018 | N/A | -13.20% |
| 2017 | N/A | +3.30% |
| 2016 | N/A | -2.61% |
| 2015 | N/A | +37.04% |
| 2014 | N/A | +19.04% |
| 2013 | N/A | +80.41% |
| 2012 | N/A | +43.09% |
| 2011 | N/A | -8.56% |
| 2010 | N/A | +90.03% |
| 2009 | N/A | +45.93% |
| 2008 | N/A | -45.28% |
| 2007 | N/A | -24.52% |
| 2006 | N/A | +16.57% |
| 2005 | N/A | +60.43% |
| 2004 | N/A | +110.43% |
| 2003 | N/A | +388.64% |
| 2002 | N/A | -76.43% |
| 2001 | N/A | -2.94% |
| 2000 | N/A | -20.73% |
| 1999 | N/A | -11.10% |
KKRS vs UHAL Drawdown Comparison
The maximum drawdown for KKRS was -33.11%, occurring on Nov 4, 2022. This drawdown has not yet recovered.
The maximum drawdown for UHAL was -93.78%, occurring on Oct 23, 2002. Recovery took 1213 trading sessions.
The current KKRS drawdown is -19.42%. The current UHAL drawdown is -4.41%.
| Rank | KKRS | UHAL |
|---|---|---|
| #1 | -33.11% Sep 16, 2021 - Nov 4, 2022 | -93.78% Nov 3, 1999 - Sep 2, 2004 |
| #2 | -1.93% Apr 21, 2021 - Jun 2, 2021 | -78.85% Apr 21, 2006 - Dec 3, 2010 |
| #3 | -1.68% Jun 15, 2021 - Jul 19, 2021 | -46.19% Oct 2, 2024 - Mar 20, 2026 |
| #4 | -1.60% Aug 5, 2021 - Sep 2, 2021 | -44.09% Dec 3, 2010 - Feb 9, 2012 |
| #5 | -1.10% Jul 19, 2021 - Aug 5, 2021 | -43.46% Nov 23, 2015 - Dec 4, 2020 |
| #6 | -0.27% Sep 9, 2021 - Sep 15, 2021 | -40.46% Nov 5, 2021 - Sep 24, 2024 |
| #7 | -0.26% Sep 3, 2021 - Sep 9, 2021 | -31.17% Feb 9, 2012 - Oct 16, 2012 |
| #8 | -0.23% Jun 3, 2021 - Jun 9, 2021 | -18.77% Jun 6, 2014 - Jan 26, 2015 |
| #9 | N/A | -16.69% May 10, 2021 - Aug 9, 2021 |
| #10 | N/A | -14.72% Mar 20, 2013 - Aug 8, 2013 |
| #11 | N/A | -12.84% Jan 23, 2014 - Apr 15, 2014 |
| #12 | N/A | -11.15% Sep 9, 2005 - Nov 17, 2005 |
| #13 | N/A | -9.46% Feb 4, 2005 - May 13, 2005 |
| #14 | N/A | -9.19% Jan 3, 2006 - Jan 25, 2006 |
| #15 | N/A | -9.04% Aug 9, 2013 - Sep 17, 2013 |
Correlation
Correlation between KKRS and UHAL is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2005 - 2026)
KKRS vs UHAL dividend yield comparison.
| Year | KKRS | UHAL |
|---|---|---|
| 2026 | 3.59% | 0.00% |
| 2025 | 6.64% | 0.00% |
| 2024 | 6.32% | 0.00% |
| 2023 | 6.11% | 0.00% |
| 2022 | 6.92% | 769.35% |
| 2021 | 3.33% | 0.21% |
| 2020 | 0.00% | 0.55% |
| 2019 | 0.00% | 0.40% |
| 2018 | 0.00% | 0.46% |
| 2017 | 0.00% | 0.66% |
| 2016 | 0.00% | 0.54% |
| 2015 | 0.00% | 1.28% |
| 2014 | 0.00% | 0.35% |
| 2012 | 0.00% | 3.94% |
| 2011 | 0.00% | 1.13% |
| 2005 | 0.00% | 0.74% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks