Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSA-PH (Public Storage) | -3.45% | 0.79% | 0.06% | 0.53% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSA-PH (Public Storage) | 03/04/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.59 | 0.79 | 0.06 | 0.53 | NA | NA | NA | … | … | -3.45 | 4.82 | -2.47 | 14.57 | -9.36 | -0.70 | 9.39 | 14.71 |
| Sharpe Ratio | NA | 0.07 | -0.19 | -0.16 | NA | NA | NA | … | … | -1.00 | 0.21 | -0.71 | 0.85 | -0.85 | -0.10 | 0.57 | 2.44 |
| Standard Deviation(%) | NA | 7.97 | 9.77 | 10.30 | NA | NA | NA | … | … | 7.10 | 9.32 | 8.56 | 12.94 | 12.80 | 6.98 | 15.97 | 6.77 |
| Draw Down(%) | NA | 9.17 | 12.93 | 16.00 | NA | NA | NA | … | … | 7.04 | 7.26 | 7.41 | 12.93 | 15.51 | 5.52 | 20.73 | 4.68 |
| Yield(%) | 0.00 | 6.11 | 5.43 | 4.99 | 3.90 | 2.60 | 1.95 | … | … | 1.51 | 5.88 | 5.60 | 5.93 | 5.18 | 4.89 | 4.99 | 4.18 |
Data as of 06/05/2026, Common starting date is 03/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSA-PH (Public Storage) |
-2.69%
Oct 2020 – Oct 2023 |
0.81%
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-PH (Public Storage) |
7.87%
Oct 2022 – Oct 2025 |
4.78%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart