Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SELF (Global Self Storage, Inc.) | 3.73% | 17.20% | 4.83% | 13.25% | NA | NA | NA | 9.59% |
Data as of 07/11/2025, AR inception is 10/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SELF (Global Self Storage, Inc.) | 10/02/2015 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.74 | 17.20 | 4.83 | 13.25 | NA | NA | NA | 9.59 | 3.73 | 21.98 | 0.77 | -10.01 | 49.07 | -0.46 | 16.64 | -12.36 | 1.78 |
| Sharpe Ratio | NA | 0.61 | 0.05 | 0.37 | NA | NA | NA | 0.25 | 0.19 | 0.56 | -0.12 | -0.33 | 1.44 | -0.02 | 0.61 | -0.34 | 0.35 |
| Standard Deviation(%) | NA | 22.85 | 27.49 | 29.60 | NA | NA | NA | 29.45 | 21.86 | 32.62 | 23.56 | 34.90 | 33.95 | 31.27 | 25.00 | 21.41 | 21.67 |
| Draw Down(%) | NA | 8.66 | 26.94 | 30.29 | NA | NA | NA | 34.51 | 8.66 | 11.83 | 20.85 | 26.01 | 24.98 | 26.65 | 13.37 | 15.78 | 8.96 |
| Yield(%) | 0.00 | 6.01 | 5.26 | 7.34 | 5.80 | 3.87 | 2.90 | 6.45 | 2.76 | 6.29 | 5.90 | 4.90 | 6.48 | 5.91 | 6.72 | 5.60 | 1.73 |
Data as of 07/11/2025, AR inception is 10/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SELF (Global Self Storage, Inc.) |
-7.88%
Jul 2017 - Jul 2020 |
4.69%
Oct 2017 - Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SELF (Global Self Storage, Inc.) |
23.88%
May 2019 - May 2022 |
14.82%
Jan 2017 - Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart