Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXR (Extra Space Storage Inc.) | 13.32% | 2.01% | 4.82% | 2.83% | 8.53% | 17.86% | 16.31% | … | … |
Data as of 06/04/2026, Common starting date is 08/12/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXR (Extra Space Storage Inc.) | 08/12/2004 | 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 (%) | 0.04 | 2.01 | 4.82 | 2.83 | 8.53 | 17.86 | 16.31 | … | … | 13.32 | -8.52 | -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 | -0.10 | 0.02 | 0.02 | 0.25 | NA | NA | … | … | 1.19 | -0.44 | -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 | 24.81 | 27.28 | 28.24 | 27.05 | NA | NA | … | … | 24.97 | 26.19 | 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 | 16.70 | 33.78 | 51.36 | 51.36 | NA | NA | … | … | 15.05 | 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 | 4.33 | 4.49 | 3.96 | 5.17 | 17.72 | 18.85 | … | … | 1.24 | 4.38 | 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 06/04/2026, Common starting date 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 |
7.21%
Mar 2016 – Mar 2026 |
17.01%
Mar 2011 – Mar 2026 |
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