Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSA-PE (Public Storage) | NA | 3.02% | 12.94% | 9.41% | NA | NA | NA | … | … |
Data as of 12/29/2021, Common starting date is 10/10/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSA-PE (Public Storage) | 10/10/2016 | 12/29/2021 |
| 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 (%) | 0.00 | 3.02 | 12.94 | 9.41 | NA | NA | NA | … | … | 2.83 | 2.67 | 23.57 | -17.16 | 17.96 | -15.09 |
| Sharpe Ratio | NA | 0.62 | 0.83 | 0.67 | NA | NA | NA | … | … | 0.59 | 0.10 | 2.69 | -1.82 | 2.70 | -2.82 |
| Standard Deviation(%) | NA | 4.80 | 15.25 | 12.91 | NA | NA | NA | … | … | 4.80 | 24.63 | 8.25 | 10.13 | 6.45 | 18.14 |
| Draw Down(%) | NA | 3.13 | 22.35 | 22.35 | NA | NA | NA | … | … | 3.13 | 23.34 | 3.93 | 18.80 | 4.35 | 17.51 |
| Yield(%) | 0.00 | 4.75 | 6.01 | 5.89 | 2.60 | 1.74 | 1.30 | … | … | 4.77 | 4.78 | 5.91 | 5.07 | 5.82 | 1.09 |
Data as of 12/29/2021, Common starting date is 10/10/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSA-PE (Public Storage) |
6.26%
Oct 2017 – Oct 2020 |
9.28%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSA-PE (Public Storage) |
12.70%
Nov 2018 – Nov 2021 |
9.28%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart