Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSA-PF (Public Storage) | -0.97% | 3.51% | -1.38% | -0.25% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSA-PF (Public Storage) | 05/25/2017 | 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 (%) | -0.69 | 3.51 | -1.38 | -0.25 | NA | NA | NA | … | … | -0.97 | 0.10 | -1.39 | 18.82 | -13.29 | 0.98 | 7.81 | 26.91 | -9.06 | 4.30 |
| Sharpe Ratio | NA | 0.19 | -0.33 | -0.22 | NA | NA | NA | … | … | -0.58 | -0.26 | -0.48 | 1.10 | -1.03 | 0.16 | 0.33 | 2.97 | -1.17 | 1.41 |
| Standard Deviation(%) | NA | 9.06 | 10.63 | 11.47 | NA | NA | NA | … | … | 7.78 | 10.58 | 10.49 | 13.85 | 14.32 | 6.10 | 22.94 | 8.56 | 8.99 | 4.62 |
| Draw Down(%) | NA | 12.13 | 16.13 | 21.27 | NA | NA | NA | … | … | 6.86 | 8.55 | 12.10 | 14.90 | 21.27 | 4.05 | 22.56 | 5.45 | 14.75 | 1.48 |
| Yield(%) | 0.00 | 6.23 | 5.18 | 4.79 | 4.59 | 3.06 | 2.30 | … | … | 1.54 | 5.74 | 5.47 | 5.96 | 5.03 | 4.83 | 4.89 | 5.84 | 5.14 | 3.00 |
Data as of 06/04/2026, Common starting date is 05/25/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSA-PF (Public Storage) |
-2.33%
Oct 2019 – Oct 2022 |
-0.11%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSA-PF (Public Storage) |
11.38%
Dec 2018 – Dec 2021 |
7.32%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart