Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSA (National Storage Affiliates Trust) | 55.07% | 37.58% | 11.79% | 3.61% | 12.72% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/22/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSA (National Storage Affiliates Trust) | 04/22/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.11 | 37.58 | 11.79 | 3.61 | 12.72 | NA | NA | … | … | 55.07 | -21.01 | -3.53 | 21.94 | -45.37 | 98.07 | 11.67 | 32.41 | 1.15 | 29.00 | 34.55 | 36.91 |
| Sharpe Ratio | NA | 0.86 | 0.27 | 0.04 | 0.35 | NA | NA | … | … | 3.71 | -0.88 | -0.27 | 0.64 | -1.36 | 4.40 | 0.22 | 1.60 | -0.01 | 1.31 | 1.15 | 2.04 |
| Standard Deviation(%) | NA | 36.45 | 31.41 | 30.90 | 30.94 | NA | NA | … | … | 49.87 | 27.45 | 26.89 | 28.63 | 34.46 | 22.26 | 51.81 | 19.39 | 24.45 | 21.69 | 29.75 | 27.80 |
| Draw Down(%) | NA | 16.12 | 39.08 | 55.05 | 55.05 | NA | NA | … | … | 13.64 | 26.23 | 23.25 | 33.33 | 45.96 | 11.52 | 39.53 | 10.18 | 22.22 | 17.18 | 14.65 | 14.00 |
| Yield(%) | 0.00 | 6.79 | 6.09 | 4.55 | 7.91 | 8.88 | 6.66 | … | … | 2.04 | 6.10 | 5.30 | 6.34 | 3.19 | 4.62 | 4.05 | 5.02 | 4.29 | 4.76 | 5.24 | 4.15 |
Data as of 06/04/2026, Common starting date is 04/22/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSA (National Storage Affiliates Trust) |
-13.91%
Jul 2022 – Jul 2025 |
0.31%
Dec 2020 – Dec 2025 |
10.18%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSA (National Storage Affiliates Trust) |
43.07%
Dec 2018 – Dec 2021 |
31.32%
Oct 2016 – Oct 2021 |
15.11%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart