Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EXR (Extra Space Storage Inc.) | 2.68% | -1.44% | -0.37% | 13.48% | 11.77% | 20.93% | 16.42% | 18.13% |
Data as of 07/11/2025, AR inception is 08/12/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXR (Extra Space Storage Inc.) | 08/12/2004 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | -1.44 | -0.37 | 13.48 | 11.77 | 20.93 | 16.42 | 18.13 | 2.68 | -2.81 | 13.86 | -32.82 | 100.98 | 13.64 | 20.71 | 7.28 | 15.48 | -9.18 | 55.19 | 43.96 | 19.92 | 54.33 | 43.01 | 54.74 | 19.04 | -22.18 | -17.05 | 25.32 | 22.92 | 9.29 |
| Sharpe Ratio | NA | -0.19 | -0.13 | 0.40 | 0.38 | NA | NA | 0.49 | 0.08 | -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 |
| Standard Deviation(%) | NA | 25.05 | 29.23 | 28.13 | 26.94 | NA | NA | 32.67 | 25.97 | 25.46 | 31.93 | 33.98 | 20.93 | 41.78 | 16.30 | 20.07 | 19.31 | 25.37 | 20.28 | 15.38 | 20.20 | 18.12 | 33.27 | 32.53 | 67.74 | 71.17 | 27.64 | 20.86 | 27.25 | 18.51 |
| Draw Down(%) | NA | 29.36 | 49.59 | 51.36 | 51.36 | NA | NA | 71.26 | 20.61 | 21.47 | 37.00 | 33.66 | 12.74 | 34.75 | 16.46 | 15.39 | 11.15 | 26.39 | 11.02 | 7.04 | 16.20 | 9.65 | 19.60 | 19.10 | 50.50 | 63.18 | 31.81 | 14.07 | 19.48 | 7.00 |
| Yield(%) | 0.00 | 4.08 | 3.72 | 5.94 | 6.38 | 23.57 | 17.14 | 22.02 | 2.19 | 3.94 | 4.49 | 2.74 | 4.08 | 3.44 | 4.07 | 3.92 | 4.05 | 3.34 | 3.80 | 4.33 | 3.93 | 3.48 | 3.13 | 3.36 | 3.74 | 7.17 | 5.04 | 5.97 | 6.86 | 2.71 |
Data as of 07/11/2025, AR inception is 08/12/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXR (Extra Space Storage Inc.) |
-26.26%
Mar 2006 - Mar 2009 |
-1.07%
Oct 2004 - Oct 2009 |
11.76%
May 2015 - May 2025 |
17.84%
Jul 2005 - Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXR (Extra Space Storage Inc.) |
77.77%
Mar 2009 - Mar 2012 |
58.75%
Mar 2009 - Mar 2014 |
37.86%
Mar 2009 - Mar 2019 |
28.43%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart