Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSA-PJ (Public Storage) | -1.40% | 2.64% | -1.66% | -2.86% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/07/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSA-PJ (Public Storage) | 11/07/2019 | 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 (%) | -0.77 | 2.64 | -1.66 | -2.86 | NA | NA | NA | … | … | -1.40 | 0.92 | -2.98 | 17.24 | -22.82 | 0.25 | 12.95 | 3.42 |
| Sharpe Ratio | NA | 0.10 | -0.24 | -0.38 | NA | NA | NA | … | … | -0.53 | -0.19 | -0.55 | 0.89 | -1.35 | 0.03 | 0.43 | 4.03 |
| Standard Deviation(%) | NA | 8.10 | 11.87 | 13.18 | NA | NA | NA | … | … | 7.61 | 10.17 | 12.11 | 15.45 | 17.99 | 8.57 | 29.14 | 6.31 |
| Draw Down(%) | NA | 9.12 | 18.44 | 30.54 | NA | NA | NA | … | … | 5.89 | 8.37 | 14.71 | 18.44 | 27.46 | 7.66 | 25.09 | 1.57 |
| Yield(%) | 0.00 | 6.26 | 5.19 | 4.26 | 3.02 | 2.01 | 1.51 | … | … | 1.55 | 5.82 | 5.51 | 5.99 | 4.47 | 4.29 | 5.16 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/07/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSA-PJ (Public Storage) |
-7.20%
Oct 2020 – Oct 2023 |
-2.59%
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-PJ (Public Storage) |
7.23%
Oct 2022 – Oct 2025 |
1.49%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart