Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSA (Public Storage) | 20.55% | 7.43% | 7.33% | 5.72% | 5.80% | 10.72% | 11.13% | … | … |
Data as of 06/05/2026, Common starting date is 12/29/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSA (Public Storage) | 12/29/1987 | 06/05/2026 |
| 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.97 | 7.43 | 7.33 | 5.72 | 5.80 | 10.72 | 11.13 | … | … | 20.55 | -9.28 | 2.09 | 13.60 | -20.20 | 66.63 | 12.69 | 8.96 | 0.62 | -4.84 | -6.88 | 37.42 | 26.84 | 7.38 | 11.28 | 36.75 | 28.58 | 5.93 | 12.12 | -22.87 | 47.46 | 25.12 | 33.19 | 40.96 | 2.01 | 41.43 | 14.03 | -10.97 | -4.84 | -2.20 | 69.75 | 40.90 | 6.88 | 71.48 | 17.65 | 37.75 | -33.44 | 7.97 | 18.05 | 0.00 |
| Sharpe Ratio | NA | 0.03 | 0.13 | 0.14 | 0.17 | NA | NA | … | … | 1.86 | -0.56 | -0.07 | 0.44 | -0.75 | 3.56 | 0.34 | 0.46 | -0.04 | -0.32 | -0.32 | 2.08 | 2.14 | 0.43 | 0.78 | 1.29 | 1.10 | 0.09 | 0.15 | -0.81 | 2.20 | 1.24 | 1.48 | 1.97 | 0.04 | 2.70 | 0.47 | -0.70 | -0.33 | -0.28 | 3.44 | 1.69 | 0.17 | 2.51 | 0.56 | 1.26 | -1.12 | 0.09 | 0.56 | -0.05 |
| Standard Deviation(%) | NA | 22.47 | 23.01 | 23.83 | 23.54 | NA | NA | … | … | 25.85 | 21.88 | 23.41 | 23.06 | 28.93 | 18.72 | 36.83 | 16.45 | 18.84 | 17.22 | 22.27 | 17.97 | 12.50 | 16.95 | 14.53 | 28.51 | 25.97 | 61.44 | 75.05 | 32.04 | 20.13 | 18.45 | 21.82 | 20.38 | 19.66 | 14.70 | 20.86 | 20.51 | 25.41 | 20.79 | 19.00 | 21.81 | 22.52 | 27.44 | 26.78 | 26.68 | 34.79 | 22.84 | 23.41 | 79.71 |
| Draw Down(%) | NA | 16.20 | 25.62 | 37.93 | 37.93 | NA | NA | … | … | 13.86 | 15.97 | 19.99 | 22.58 | 31.15 | 10.25 | 30.32 | 21.48 | 15.11 | 15.98 | 25.75 | 10.11 | 7.25 | 13.68 | 10.30 | 17.17 | 13.55 | 39.56 | 46.59 | 39.26 | 14.20 | 11.13 | 18.65 | 11.99 | 23.85 | 7.78 | 18.30 | 24.66 | 30.43 | 14.67 | 10.50 | 12.03 | 17.45 | 8.42 | 9.99 | 9.12 | 41.69 | 21.67 | 13.32 | 3.49 |
| Yield(%) | 0.00 | 3.99 | 4.24 | 4.54 | 4.11 | 7.59 | 9.64 | … | … | 1.16 | 4.05 | 3.85 | 4.38 | 5.79 | 3.63 | 3.78 | 4.10 | 3.88 | 3.58 | 2.99 | 2.56 | 3.76 | 3.53 | 3.25 | 3.53 | 3.81 | 2.91 | 3.78 | 2.02 | 2.86 | 3.44 | 4.09 | 5.52 | 5.32 | 3.68 | 6.51 | 5.48 | 3.05 | 3.00 | 4.46 | 7.86 | 6.02 | 8.96 | 10.18 | 12.62 | 5.91 | 12.58 | 12.73 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/29/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSA (Public Storage) |
-9.48%
Mar 2006 – Mar 2009 |
1.03%
Mar 2016 – Mar 2021 |
3.67%
Mar 2016 – Mar 2026 |
9.97%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSA (Public Storage) |
43.92%
Mar 2003 – Mar 2006 |
38.83%
Dec 1991 – Dec 1996 |
21.68%
Apr 1992 – Apr 2002 |
23.72%
Dec 1991 – Dec 2006 |
Annualized Rolling Returns Comparison Chart