Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSA-PL (Public Storage) | -0.05% | 4.25% | -1.02% | -2.71% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/09/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSA-PL (Public Storage) | 06/09/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 4.25 | -1.02 | -2.71 | NA | NA | NA | … | … | -0.05 | 1.77 | -4.19 | 18.39 | -24.58 | 3.03 | 11.08 |
| Sharpe Ratio | NA | 0.13 | -0.19 | -0.34 | NA | NA | NA | … | … | -0.23 | -0.09 | -0.64 | 0.91 | -1.40 | 0.33 | 2.46 |
| Standard Deviation(%) | NA | 9.99 | 12.85 | 14.02 | NA | NA | NA | … | … | 8.35 | 12.34 | 12.28 | 16.42 | 18.64 | 9.10 | 8.24 |
| Draw Down(%) | NA | 10.42 | 17.21 | 31.27 | NA | NA | NA | … | … | 7.10 | 8.28 | 14.73 | 17.21 | 29.35 | 7.26 | 4.53 |
| Yield(%) | 0.00 | 6.23 | 5.19 | 4.21 | 2.68 | 1.79 | 1.34 | … | … | 1.55 | 5.80 | 5.44 | 6.03 | 4.35 | 4.29 | 2.49 |
Data as of 06/04/2026, Common starting date is 06/09/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSA-PL (Public Storage) |
-6.58%
Oct 2020 – Oct 2023 |
-3.01%
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-PL (Public Storage) |
7.02%
Oct 2022 – Oct 2025 |
-0.71%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart