Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSA-PA (National Storage Affiliates Trust) | 10.76% | 5.47% | 6.45% | 3.35% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSA-PA (National Storage Affiliates Trust) | 10/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 5.47 | 6.45 | 3.35 | NA | NA | NA | … | … | 10.76 | 4.63 | -3.71 | 12.89 | -8.58 | 4.37 | 6.07 | 25.77 | -8.23 | 5.07 |
| Sharpe Ratio | NA | 0.18 | 0.26 | 0.05 | NA | NA | NA | … | … | 1.25 | 0.14 | -0.50 | 0.43 | -0.67 | 0.44 | 0.15 | 2.19 | -0.83 | 3.86 |
| Standard Deviation(%) | NA | 15.48 | 16.57 | 15.94 | NA | NA | NA | … | … | 19.69 | 12.70 | 14.78 | 21.65 | 14.96 | 9.88 | 37.55 | 11.09 | 11.68 | 5.87 |
| Draw Down(%) | NA | 11.87 | 13.23 | 16.18 | NA | NA | NA | … | … | 4.72 | 10.92 | 13.23 | 14.86 | 15.71 | 4.64 | 29.42 | 3.05 | 12.21 | 1.92 |
| Yield(%) | 0.00 | 6.46 | 6.49 | 5.61 | 5.19 | 3.46 | 2.59 | … | … | 1.76 | 6.89 | 6.24 | 6.62 | 5.76 | 5.69 | 6.62 | 6.68 | 5.83 | 1.31 |
Data as of 06/04/2026, Common starting date is 10/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSA-PA (National Storage Affiliates Trust) |
-1.44%
Oct 2020 – Oct 2023 |
1.65%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSA-PA (National Storage Affiliates Trust) |
11.67%
Dec 2018 – Dec 2021 |
7.52%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart