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EXR: Extra Space Storage Inc. (STOCK)
Basic Info 148.71 1.12(0.75%) July 09
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/12/2004 |
| Last Dividend Date: | 06/16/2025 |
| 12-Mo. Yield | 4.20% |
| Expenses | - |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/12/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.2 | 1.6 | 0.3 | -0.7 | 13.0 | 12.1 | 20.9 | 16.6 | 17.3 | -2.8 | 13.9 | -32.8 | 101.0 | 13.6 | 20.7 | 7.3 | 15.5 | -9.2 | 55.2 | 44.0 | 19.9 | 54.3 | 43.0 | 54.7 | 19.0 | -22.2 | -17.1 | 25.3 | 22.9 | 9.3 |
| Sharpe Ratio | NA | 0.23 | 0.01 | -0.12 | 0.41 | 0.41 | NA | NA | 0.5 | -0.25 | 0.32 | -1.01 | 4.82 | 0.32 | 1.18 | 0.29 | 0.77 | -0.37 | 2.72 | 2.86 | 0.98 | 3.03 | 1.29 | 1.68 | 0.28 | -0.32 | -0.73 | 1.05 | 0.76 | 1.31 |
| Draw Down(%) | NA | 20.6 | 29.4 | 49.6 | 51.4 | 51.4 | NA | NA | 71.3 | 21.5 | 37.0 | 33.7 | 12.7 | 34.8 | 16.5 | 15.4 | 11.2 | 26.4 | 11.0 | 7.0 | 16.2 | 9.7 | 19.6 | 19.1 | 50.5 | 63.2 | 31.8 | 14.1 | 19.5 | 7.0 |
| Standard Deviation(%) | NA | 26.2 | 25.1 | 29.2 | 28.1 | 26.9 | NA | NA | 32.7 | 25.5 | 31.9 | 34.0 | 20.9 | 41.8 | 16.3 | 20.1 | 19.3 | 25.4 | 20.3 | 15.4 | 20.2 | 18.1 | 33.3 | 32.5 | 67.7 | 71.2 | 27.6 | 20.9 | 27.3 | 18.5 |
| Treynor Ratio | NA | 0.1 | 0.0 | -0.04 | 0.15 | 0.17 | NA | NA | 0.16 | -0.1 | 0.1 | -0.38 | 1.89 | 0.2 | 1.96 | 0.14 | 4.73 | -0.18 | 0.82 | 0.67 | 0.19 | 0.77 | 0.35 | 0.41 | 0.1 | -0.18 | -0.18 | 0.22 | 0.2 | 0.35 |
| Alpha | NA | 0.0 | -0.01 | -0.05 | 0.01 | 0.02 | NA | NA | 0.04 | -0.06 | -0.03 | -0.07 | 0.23 | 0.02 | 0.06 | 0.04 | 0.06 | -0.05 | 0.18 | 0.11 | -0.04 | 0.14 | 0.14 | 0.11 | -0.05 | 0.19 | -0.09 | 0.04 | 0.08 | 0.0 |
| Beta | NA | 0.61 | 0.55 | 0.8 | 0.75 | 0.65 | NA | NA | 1.01 | 0.63 | 1.07 | 0.9 | 0.53 | 0.68 | 0.1 | 0.41 | 0.03 | 0.53 | 0.67 | 0.65 | 1.06 | 0.71 | 1.21 | 1.33 | 1.92 | 1.28 | 1.12 | 1.01 | 1.04 | 0.7 |
| RSquared | NA | 0.32 | 0.19 | 0.23 | 0.21 | 0.2 | NA | NA | 0.35 | 0.1 | 0.19 | 0.42 | 0.11 | 0.32 | 0.01 | 0.12 | 0.0 | 0.08 | 0.26 | 0.23 | 0.34 | 0.25 | 0.72 | 0.54 | 0.59 | 0.54 | 0.42 | 0.24 | 0.15 | 0.14 |
| Yield(%) | N/A | 2.2 | 4.2 | 3.7 | 6.0 | 6.5 | 23.8 | 17.1 | N/A | 3.9 | 4.5 | 2.7 | 4.1 | 3.4 | 4.1 | 3.9 | 4.0 | 3.3 | 3.8 | 4.3 | 3.9 | 3.5 | 3.1 | 3.4 | 3.7 | 7.2 | 5.0 | 6.0 | 6.9 | 2.7 |
| Dividend Growth(%) | N/A | -50.0 | 0.0 | 48.8 | 78.7 | 353.0 | N/A | N/A | N/A | 0.0 | 8.0 | 33.3 | 25.0 | 1.1 | 6.0 | 7.7 | 6.5 | 30.8 | 23.8 | 24.8 | 70.6 | 51.8 | 40.0 | 5.3 | -62.0 | 7.1 | 2.4 | 0.0 | 169.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/12/2004
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