Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRM (Iron Mountain Incorporated) | 58.30% | 34.53% | 37.97% | 28.65% | 20.00% | 18.04% | 17.43% | … | … |
Data as of 06/04/2026, Common starting date is 02/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRM (Iron Mountain Incorporated) | 02/01/1996 | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.70 | 34.53 | 37.97 | 28.65 | 20.00 | 18.04 | 17.43 | … | … | 58.30 | -18.24 | 56.05 | 46.53 | -0.08 | 87.75 | 0.99 | 5.87 | -7.97 | 23.56 | 27.46 | -25.68 | 60.26 | 2.31 | 16.86 | 26.83 | 11.61 | -7.97 | -33.20 | 101.49 | -2.08 | 38.47 | 73.50 | 19.78 | -24.63 | 17.98 | -5.56 | 9.01 | 50.26 | 19.01 | 87.60 |
| Sharpe Ratio | NA | 1.05 | 1.21 | 0.91 | 0.61 | NA | NA | … | … | 5.61 | -0.63 | 1.91 | 1.95 | -0.04 | 2.93 | 0.02 | 0.20 | -0.39 | 1.21 | 1.11 | -1.05 | 2.03 | 0.08 | 0.75 | 0.91 | 0.38 | -0.21 | -0.63 | 2.16 | -0.25 | 1.41 | 1.58 | 0.86 | -0.49 | 0.61 | -0.25 | 0.13 | 0.95 | 0.48 | 2.43 |
| Standard Deviation(%) | NA | 31.38 | 29.53 | 29.64 | 29.68 | NA | NA | … | … | 34.51 | 33.41 | 27.43 | 22.22 | 35.22 | 29.98 | 45.17 | 21.93 | 24.21 | 19.03 | 24.47 | 24.46 | 29.64 | 27.97 | 22.51 | 29.39 | 29.96 | 38.11 | 53.92 | 45.81 | 21.71 | 25.61 | 45.80 | 22.17 | 52.21 | 26.02 | 39.90 | 42.59 | 49.14 | 31.59 | 39.18 |
| Draw Down(%) | NA | 25.15 | 39.03 | 39.03 | 39.03 | NA | NA | … | … | 13.11 | 30.25 | 20.19 | 11.48 | 22.63 | 14.05 | 36.05 | 18.02 | 17.70 | 10.23 | 22.79 | 33.64 | 14.66 | 34.77 | 13.82 | 21.13 | 28.48 | 31.17 | 52.35 | 12.05 | 23.16 | 12.89 | 14.78 | 14.21 | 51.07 | 16.49 | 25.76 | 29.46 | 22.95 | 25.00 | 15.38 |
| Yield(%) | 0.00 | 3.29 | 5.71 | 6.34 | 7.04 | 8.45 | 8.65 | … | … | 1.04 | 3.07 | 5.12 | 5.11 | 4.82 | 8.64 | 8.14 | 7.64 | 6.31 | 6.76 | 7.47 | 4.90 | 8.57 | 4.28 | 16.54 | 3.77 | 1.65 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRM (Iron Mountain Incorporated) |
-15.02%
Nov 2007 – Nov 2010 |
-1.82%
Mar 2015 – Mar 2020 |
6.91%
Jan 2008 – Jan 2018 |
8.80%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRM (Iron Mountain Incorporated) |
50.41%
Jan 2004 – Jan 2007 |
44.19%
Oct 2002 – Oct 2007 |
24.68%
Apr 1997 – Apr 2007 |
20.25%
Mar 1996 – Mar 2011 |
Annualized Rolling Returns Comparison Chart