Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSA-PK (Public Storage) | -0.22% | 4.64% | -0.33% | -2.46% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/13/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSA-PK (Public Storage) | 12/13/2019 | 06/11/2026 |
| 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 (%) | 0.38 | 4.64 | -0.33 | -2.46 | NA | NA | NA | … | … | -0.22 | -0.08 | -0.75 | 13.03 | -19.15 | -2.88 | 16.16 | 1.91 |
| Sharpe Ratio | NA | 0.19 | -0.37 | -0.41 | NA | NA | NA | … | … | -0.55 | -0.29 | -0.38 | 0.64 | -1.15 | -0.36 | 0.71 | 12.63 |
| Standard Deviation(%) | NA | 8.53 | 11.18 | 12.92 | NA | NA | NA | … | … | 8.48 | 10.20 | 11.65 | 14.78 | 17.93 | 8.14 | 22.31 | 4.21 |
| Draw Down(%) | NA | 9.81 | 17.32 | 29.36 | NA | NA | NA | … | … | 6.53 | 8.70 | 14.62 | 17.32 | 26.81 | 7.90 | 22.38 | 0.16 |
| Yield(%) | 0.00 | 6.26 | 5.30 | 4.27 | 2.97 | 1.98 | 1.49 | … | … | 1.55 | 5.78 | 5.53 | 5.89 | 4.52 | 4.25 | 4.80 | 0.00 |
Data as of 06/11/2026, Common starting date is 12/13/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSA-PK (Public Storage) |
-7.53%
Oct 2020 – Oct 2023 |
-2.71%
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-PK (Public Storage) |
6.40%
Sep 2022 – Sep 2025 |
1.59%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart