UHAL vs JEF
Comparison between U-Haul Holding Company (UHAL, Company) and Jefferies Financial Group Inc (JEF, Company).
UHAL is from the Industrials sector, while JEF is from the Financial Services sector.
5-Year PerformanceJEF has outperformed UHAL, delivering a return of +18.5% compared to +2.2%
UHAL vs JEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UHAL vs JEF - Historical Returns
Returns include dividend reinvestment.
UHAL vs JEF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UHAL | JEF |
|---|---|---|
| 2026 | +23.40% | -1.37% |
| 2025 | -26.95% | -19.38% |
| 2024 | -2.84% | +98.75% |
| 2023 | +20.53% | +27.94% |
| 2022 | -16.71% | -10.19% |
| 2021 | +63.69% | +60.45% |
| 2020 | +19.47% | +16.82% |
| 2019 | +14.78% | +41.66% |
| 2018 | -13.20% | -33.89% |
| 2017 | +3.30% | +15.17% |
| 2016 | -2.61% | +38.47% |
| 2015 | +37.04% | -22.24% |
| 2014 | +19.04% | -20.55% |
| 2013 | +80.41% | +21.31% |
| 2012 | +43.09% | +0.11% |
| 2011 | -8.56% | -23.65% |
| 2010 | +90.03% | +18.95% |
| 2009 | +45.93% | +10.60% |
| 2008 | -45.28% | -56.58% |
| 2007 | -24.52% | +65.18% |
| 2006 | +16.57% | +19.69% |
| 2005 | +60.43% | +4.78% |
| 2004 | +110.43% | +51.07% |
| 2003 | +388.64% | +21.97% |
| 2002 | -76.43% | +30.64% |
| 2001 | -2.94% | -15.70% |
| 2000 | -20.73% | +64.31% |
| 1999 | -11.10% | +6.92% |
UHAL vs JEF Drawdown Comparison
The maximum drawdown for UHAL was -93.78%, occurring on Oct 23, 2002. Recovery took 1213 trading sessions.
The maximum drawdown for JEF was -80.74%, occurring on Mar 6, 2009. Recovery took 3373 trading sessions.
The current UHAL drawdown is -20.43%. The current JEF drawdown is -21.29%.
| Rank | UHAL | JEF |
|---|---|---|
| #1 | -93.78% Nov 3, 1999 - Sep 2, 2004 | -80.74% May 16, 2008 - Oct 8, 2021 |
| #2 | -78.85% Apr 21, 2006 - Dec 3, 2010 | -54.36% Dec 16, 2024 - Mar 12, 2026 |
| #3 | -46.19% Oct 2, 2024 - Mar 20, 2026 | -38.96% Nov 3, 2021 - Dec 21, 2023 |
| #4 | -44.09% Dec 3, 2010 - Feb 9, 2012 | -29.89% Dec 22, 2004 - Nov 21, 2005 |
| #5 | -43.46% Nov 23, 2015 - Dec 4, 2020 | -28.64% Dec 28, 2000 - Apr 8, 2002 |
| #6 | -40.46% Nov 5, 2021 - Sep 24, 2024 | -25.81% Apr 17, 2002 - Oct 17, 2002 |
| #7 | -31.17% Feb 9, 2012 - Oct 16, 2012 | -21.28% May 25, 2006 - May 4, 2007 |
| #8 | -18.77% Jun 6, 2014 - Jan 26, 2015 | -19.27% Oct 9, 2007 - Apr 4, 2008 |
| #9 | -16.69% May 10, 2021 - Aug 9, 2021 | -18.51% Apr 13, 2004 - Sep 24, 2004 |
| #10 | -14.72% Mar 20, 2013 - Aug 8, 2013 | -17.08% Dec 11, 2002 - Oct 15, 2003 |
| #11 | -12.84% Jan 23, 2014 - Apr 15, 2014 | -16.61% Aug 1, 2000 - Nov 29, 2000 |
| #12 | -11.15% Sep 9, 2005 - Nov 17, 2005 | -14.35% Jun 2, 2000 - Jul 31, 2000 |
| #13 | -9.46% Feb 4, 2005 - May 13, 2005 | -12.90% Aug 9, 2007 - Sep 18, 2007 |
| #14 | -9.19% Jan 3, 2006 - Jan 25, 2006 | -11.03% Mar 27, 2024 - May 10, 2024 |
| #15 | -9.04% Aug 9, 2013 - Sep 17, 2013 | -9.66% Jul 31, 2024 - Aug 23, 2024 |
Correlation
Correlation between UHAL and JEF is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
UHAL vs JEF dividend yield comparison.
| Year | UHAL | JEF |
|---|---|---|
| 2026 | 0.00% | 1.30% |
| 2025 | 0.00% | 2.58% |
| 2024 | 0.00% | 1.66% |
| 2023 | 0.00% | 2.97% |
| 2022 | 769.35% | 3.50% |
| 2021 | 0.21% | 2.32% |
| 2020 | 0.55% | 2.44% |
| 2019 | 0.40% | 8.07% |
| 2018 | 0.46% | 2.59% |
| 2017 | 0.66% | 1.23% |
| 2016 | 0.54% | 1.07% |
| 2015 | 1.28% | 1.44% |
| 2014 | 0.35% | 1.11% |
| 2013 | 0.00% | 3.44% |
| 2012 | 3.94% | 1.05% |
| 2011 | 1.13% | 1.10% |
| 2010 | 0.00% | 0.86% |
| 2007 | 0.00% | 0.53% |
| 2006 | 0.00% | 0.89% |
| 2005 | 0.74% | 0.53% |
| 2004 | 0.00% | 0.54% |
| 2003 | 0.00% | 0.54% |
| 2002 | 0.00% | 0.67% |
| 2001 | 0.00% | 0.87% |
| 2000 | 0.00% | 0.71% |
| 1999 | 0.00% | 6.83% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks