Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSA-PD (Public Storage) | NA | 2.62% | 5.35% | 5.28% | NA | NA | NA | … | … |
Data as of 07/19/2021, Common starting date is 07/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSA-PD (Public Storage) | 07/19/2016 | 07/19/2021 |
| 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 (%) | -0.08 | 2.62 | 5.35 | 5.28 | NA | NA | NA | … | … | -1.45 | 2.28 | 21.11 | -15.95 | 18.02 | -14.93 |
| Sharpe Ratio | NA | 0.45 | 0.34 | 0.38 | NA | NA | NA | … | … | -0.45 | 0.10 | 2.51 | -1.74 | 2.67 | -2.09 |
| Standard Deviation(%) | NA | 6.12 | 13.36 | 11.80 | NA | NA | NA | … | … | 5.97 | 19.71 | 7.85 | 9.91 | 6.54 | 14.27 |
| Draw Down(%) | NA | 3.58 | 19.58 | 19.58 | NA | NA | NA | … | … | 2.92 | 20.59 | 4.09 | 17.80 | 4.56 | 20.25 |
| Yield(%) | 0.00 | 4.84 | 4.98 | 4.93 | 2.46 | 1.64 | 1.23 | … | … | 2.39 | 4.81 | 5.81 | 5.03 | 5.79 | 2.25 |
Data as of 07/19/2021, Common starting date is 07/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSA-PD (Public Storage) |
5.18%
Sep 2016 – Sep 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-PD (Public Storage) |
11.91%
Dec 2016 – Dec 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart