UHAL-B vs AGNC

Comparison between U-Haul Holding Company - Series N (UHAL-B, Company) and AGNC Investment Corp (AGNC, Company).

UHAL-B is from the Industrials sector, while AGNC is from the Real Estate sector.

UHAL-B vs AGNC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UHAL-B(COMPANY)	AGNC(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	45.49%	81.08%
Sharpe Ratio	0.38	1.09
5Y Beta	0.90	0.65
Industry	Rental & Leasing Services	Reit - Mortgage
P/E Ratio	148.06	7.94
Forward P/E	63.29	6.72
PEG Ratio	N/A	0.05
Dividend Yield	N/A	13.60%
5Y Dividends CAGR	N/A	1.61%
5Y EPS CAGR	N/A	-25.22%
Debt to Equity	106.74%	0.00%
Free Cash Flow Yield	-11.05%	6.89%
P/S Ratio	2.03	5.20
P/B Ratio	1.59	1.21

Market Cap

Winner

UHAL-B

$12B

AGNC

$12B

Max Drawdown

Winner

UHAL-B

45.49%

AGNC

81.08%

Sharpe Ratio

UHAL-B

0.38

Winner

AGNC

1.09

5Y Beta

UHAL-B

0.90

Winner

AGNC

0.65

Industry

UHAL-B

Rental & Leasing Services

AGNC

Reit - Mortgage

P/E Ratio

UHAL-B

148.06

Winner

AGNC

7.94

Forward P/E

UHAL-B

63.29

Winner

AGNC

6.72

PEG Ratio

UHAL-B

N/A

AGNC

0.05

Dividend Yield

UHAL-B

N/A

AGNC

13.60%

5Y Dividends CAGR

UHAL-B

N/A

AGNC

1.61%

5Y EPS CAGR

UHAL-B

N/A

AGNC

-25.22%

Debt to Equity

UHAL-B

106.74%

Winner

AGNC

0.00%

Free Cash Flow Yield

UHAL-B

-11.05%

Winner

AGNC

6.89%

P/S Ratio

Winner

UHAL-B

2.03

AGNC

5.20

P/B Ratio

UHAL-B

1.59

Winner

AGNC

1.21

UHAL-B vs AGNC - Historical Returns

Returns include dividend reinvestment.

Period	UHAL-B	AGNC
1 month	+10.98%	+2.06%
3 months	+28.11%	-0.65%
6 months	+17.89%	-4.51%
1 year	+11.54%	+26.34%
5 years(CAGR)	N/A	+5.43%
10 years(CAGR)	N/A	+6.35%
Max(CAGR)	+5.45%	+11.46%

Winner

UHAL-B

+10.98%

AGNC

+2.06%

Winner

UHAL-B

+28.11%

AGNC

-0.65%

Winner

UHAL-B

+17.89%

AGNC

-4.51%

UHAL-B

+11.54%

Winner

AGNC

+26.34%

5Y(CAGR)

UHAL-B

N/A

AGNC

+5.43%

10Y(CAGR)

UHAL-B

N/A

AGNC

+6.35%

Max(CAGR)

UHAL-B

+5.45%

Winner

AGNC

+11.46%

UHAL-B vs AGNC - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	UHAL-B	AGNC
2026	+33.88%	+3.53%
2025	-26.22%	+33.83%
2024	-7.50%	+10.58%
2023	+28.47%	+8.86%
2022	+5.69%	-23.81%
2021	N/A	+6.67%
2020	N/A	-2.19%
2019	N/A	+12.74%
2018	N/A	-1.28%
2017	N/A	+20.77%
2016	N/A	+15.72%
2015	N/A	-11.87%
2014	N/A	+26.43%
2013	N/A	-25.71%
2012	N/A	+19.74%
2011	N/A	+18.83%
2010	N/A	+31.30%
2009	N/A	+56.39%
2008	N/A	+25.51%

UHAL-B vs AGNC Drawdown Comparison

The maximum drawdown for UHAL-B was -45.17%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The maximum drawdown for AGNC was -54.54%, occurring on Oct 10, 2022. Recovery took 1109 trading sessions.

The current UHAL-B drawdown is -14.00%. The current AGNC drawdown is -7.35%.

Rank	UHAL-B	AGNC
#1	-45.17% Sep 25, 2024 - Mar 20, 2026	-54.54% Jun 8, 2021 - Nov 5, 2025
#2	-32.08% Dec 1, 2022 - Dec 21, 2023	-51.76% Feb 20, 2020 - Apr 16, 2021
#3	-19.54% Dec 27, 2023 - Sep 19, 2024	-37.29% Apr 30, 2013 - Apr 4, 2017
#4	-8.68% Nov 15, 2022 - Nov 21, 2022	-31.04% Dec 31, 2008 - Jun 9, 2009
#5	-5.73% Nov 21, 2022 - Nov 30, 2022	-28.81% May 16, 2008 - Sep 8, 2008
#6	-0.53% Sep 19, 2024 - Sep 24, 2024	-22.42% Sep 8, 2008 - Nov 4, 2008
#7	N/A	-18.99% Sep 17, 2012 - Mar 28, 2013
#8	N/A	-18.68% Jan 27, 2026 - Jul 16, 2026
#9	N/A	-15.90% Oct 17, 2017 - Nov 7, 2019
#10	N/A	-15.36% Sep 23, 2009 - Mar 22, 2010
#11	N/A	-11.69% Jul 6, 2011 - Dec 6, 2011
#12	N/A	-11.06% Nov 5, 2008 - Nov 25, 2008
#13	N/A	-10.94% Apr 29, 2010 - Jun 14, 2010
#14	N/A	-10.17% Dec 3, 2008 - Dec 19, 2008
#15	N/A	-7.92% Apr 27, 2017 - Jun 9, 2017

Correlation

Correlation between UHAL-B and AGNC is -0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.22

-101

Dividend Comparison (2008 - 2026)

UHAL-B vs AGNC dividend yield comparison.

Year	UHAL-B	AGNC
2026	0.16%	6.80%
2025	0.43%	13.43%
2024	0.31%	15.64%
2023	0.24%	14.68%
2022	0.07%	13.91%
2021	0.00%	9.57%
2020	0.00%	10.00%
2019	0.00%	11.31%
2018	0.00%	12.31%
2017	0.00%	10.70%
2016	0.00%	12.69%
2015	0.00%	14.30%
2014	0.00%	11.96%
2013	0.00%	19.44%
2012	0.00%	17.30%
2011	0.00%	19.94%
2010	0.00%	19.49%
2009	0.00%	19.40%
2008	0.00%	11.75%