Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSA-PG (Public Storage) | 0.93% | 3.93% | -1.33% | -0.40% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 08/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSA-PG (Public Storage) | 08/02/2017 | 06/12/2026 |
| 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 (%) | 0.10 | 3.93 | -1.33 | -0.40 | NA | NA | NA | … | … | 0.93 | -1.01 | -3.72 | 15.85 | -11.01 | -1.50 | 11.05 | 27.53 | -9.80 | 2.88 |
| Sharpe Ratio | NA | 0.13 | -0.41 | -0.24 | NA | NA | NA | … | … | -0.05 | -0.34 | -0.67 | 0.88 | -0.84 | -0.21 | 0.42 | 2.65 | -1.10 | 1.24 |
| Standard Deviation(%) | NA | 9.70 | 11.14 | 11.99 | NA | NA | NA | … | … | 8.61 | 11.45 | 10.98 | 14.02 | 14.93 | 7.24 | 25.57 | 9.85 | 10.21 | 5.10 |
| Draw Down(%) | NA | 10.54 | 16.72 | 21.20 | NA | NA | NA | … | … | 8.12 | 8.58 | 12.94 | 13.68 | 21.20 | 6.65 | 22.58 | 6.98 | 14.79 | 1.88 |
| Yield(%) | 0.00 | 6.26 | 5.12 | 4.75 | 4.43 | 2.95 | 2.21 | … | … | 1.55 | 5.72 | 5.34 | 5.82 | 4.94 | 4.66 | 4.81 | 5.91 | 5.18 | 2.06 |
Data as of 06/12/2026, Common starting date is 08/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSA-PG (Public Storage) |
-2.42%
Oct 2019 – Oct 2022 |
-0.69%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSA-PG (Public Storage) |
11.74%
Dec 2018 – Dec 2021 |
7.54%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart