Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CUBE (CubeSmart) 14.27% -0.93% 1.34% 2.06% 6.89% 13.40% 8.49%
Data as of 06/04/2026, Common starting date is 10/25/2004
More Performance Analytics Comparison
Name Start Date End Date
CUBE (CubeSmart) 10/25/2004 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) -1.33 -0.93 1.34 2.06 6.89 13.40 8.49 14.27 -11.59 -4.53 20.50 -26.31 74.60 11.64 14.09 3.40 12.72 -9.84 42.43 42.54 12.51 41.81 14.96 31.90 68.81 -47.97 -52.34 3.33 28.39 5.15
Sharpe Ratio NA -0.17 -0.09 0.00 0.20 NA NA 1.54 -0.61 -0.35 0.67 -0.88 3.63 0.28 0.75 0.10 0.61 -0.41 2.05 2.48 0.56 2.14 0.42 0.88 0.72 -0.62 -1.58 0.00 1.28 2.13
Standard Deviation(%) NA 21.69 23.78 25.38 25.49 NA NA 23.42 23.94 23.25 25.43 31.75 20.55 41.00 16.92 19.92 19.86 24.55 20.66 17.12 22.47 19.69 35.25 36.25 95.57 78.47 35.22 20.66 20.47 13.79
Draw Down(%) NA 17.36 31.95 36.93 41.44 NA NA 14.20 17.36 22.75 29.70 32.64 11.96 36.82 16.76 16.36 17.03 27.26 12.27 6.75 22.38 14.91 28.86 23.12 72.17 72.06 58.36 26.88 10.39 3.15
Yield(%) 0.00 4.92 4.62 4.24 4.96 11.30 6.10 2.99 5.00 3.20 5.03 3.25 4.48 4.25 4.60 4.27 4.17 2.97 3.08 3.45 3.13 4.08 2.90 1.39 2.28 7.89 5.61 5.41 6.02 0.00
Data as of 06/04/2026, Common starting date is 10/25/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CUBE (CubeSmart) -50.59%
Mar 2006 – Mar 2009
-13.32%
Sep 2006 – Sep 2011
4.73%
Nov 2006 – Nov 2016
6.42%
Jun 2005 – Jun 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CUBE (CubeSmart) 84.86%
Mar 2009 – Mar 2012
57.54%
Mar 2009 – Mar 2014
35.92%
Mar 2009 – Mar 2019
27.26%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return