Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSA-PC (Public Storage) | NA | 2.94% | 5.35% | 4.65% | NA | NA | NA | … | … |
Data as of 06/29/2021, Common starting date is 05/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSA-PC (Public Storage) | 05/13/2016 | 06/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 2.94 | 5.35 | 4.65 | NA | NA | NA | … | … | -1.58 | 1.32 | 19.30 | -15.42 | 16.78 | -12.76 |
| Sharpe Ratio | NA | 0.44 | 0.31 | 0.30 | NA | NA | NA | … | … | -0.56 | 0.05 | 2.25 | -1.63 | 1.78 | -1.55 |
| Standard Deviation(%) | NA | 6.58 | 14.55 | 12.97 | NA | NA | NA | … | … | 5.75 | 22.24 | 7.95 | 10.26 | 9.13 | 12.57 |
| Draw Down(%) | NA | 3.16 | 21.27 | 21.27 | NA | NA | NA | … | … | 2.88 | 22.29 | 4.46 | 17.82 | 4.91 | 21.04 |
| Yield(%) | 0.00 | 5.02 | 5.14 | 4.97 | 2.62 | 1.75 | 1.31 | … | … | 2.47 | 4.95 | 5.86 | 5.08 | 5.82 | 3.20 |
Data as of 06/29/2021, Common starting date is 05/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSA-PC (Public Storage) |
3.85%
Jun 2016 – Jun 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSA-PC (Public Storage) |
11.25%
Dec 2016 – Dec 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart