Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSA-PI (Public Storage) | 0.28% | 4.79% | -0.92% | -1.78% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/17/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSA-PI (Public Storage) | 09/17/2019 | 06/03/2026 |
| 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 (%) | -0.83 | 4.79 | -0.92 | -1.78 | NA | NA | NA | … | … | 0.28 | -2.65 | -0.79 | 17.49 | -20.41 | 5.78 | 1.48 | 3.68 |
| Sharpe Ratio | NA | 0.26 | -0.25 | -0.32 | NA | NA | NA | … | … | -0.11 | -0.54 | -0.36 | 0.90 | -1.31 | 0.33 | 0.11 | 1.67 |
| Standard Deviation(%) | NA | 8.75 | 11.87 | 12.99 | NA | NA | NA | … | … | 8.20 | 10.40 | 12.37 | 15.53 | 16.76 | 10.71 | 27.78 | 7.28 |
| Draw Down(%) | NA | 9.73 | 16.67 | 27.80 | NA | NA | NA | … | … | 6.69 | 9.91 | 12.90 | 16.03 | 25.42 | 5.43 | 14.16 | 3.44 |
| Yield(%) | 0.00 | 6.30 | 5.24 | 4.44 | 2.57 | 1.71 | 1.28 | … | … | 1.56 | 5.71 | 5.48 | 5.99 | 4.60 | 3.29 | 0.00 | 1.47 |
Data as of 06/03/2026, Common starting date is 09/17/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSA-PI (Public Storage) |
-4.56%
Oct 2020 – Oct 2023 |
-1.70%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSA-PI (Public Storage) |
7.09%
Oct 2022 – Oct 2025 |
0.87%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart