Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFSHF (Safestore Holdings plc) | -11.14% | 1.40% | -6.32% | -5.43% | 7.87% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFSHF (Safestore Holdings plc) | 12/06/2012 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.97 | 1.40 | -6.32 | -5.43 | 7.87 | NA | NA | … | … | -11.14 | 26.74 | -26.33 | 6.72 | -41.94 | 78.92 | 35.75 | 19.64 | 4.24 | 68.59 | -20.44 | 50.06 | 55.92 | 47.28 | 0.00 |
| Sharpe Ratio | NA | 0.52 | -0.14 | -0.08 | 0.20 | NA | NA | … | … | 0.00 | 0.72 | -1.21 | 0.07 | -0.74 | 2.22 | 0.78 | 1.09 | 0.29 | 2.81 | -0.42 | 1.67 | 2.19 | 1.40 | 0.00 |
| Standard Deviation(%) | NA | 36.09 | 34.71 | 40.90 | 37.40 | NA | NA | … | … | 41.62 | 34.02 | 27.39 | 37.54 | 58.66 | 35.60 | 45.55 | 16.67 | 10.18 | 24.33 | 48.73 | 29.95 | 25.48 | 33.78 | NA |
| Draw Down(%) | NA | 21.72 | 39.94 | 58.32 | 58.32 | NA | NA | … | … | 21.72 | 14.55 | 34.31 | 35.19 | 53.65 | 14.99 | 25.67 | 1.43 | 5.29 | 0.00 | 38.68 | 1.93 | 1.37 | 15.64 | 0.00 |
| Yield(%) | 0.00 | 4.83 | 4.03 | 3.12 | 5.43 | 12.76 | 9.57 | … | … | 2.86 | 8.29 | 3.43 | 3.41 | 1.78 | 2.56 | 2.72 | 3.10 | 0.44 | 1.22 | 2.83 | 2.22 | 4.62 | 5.29 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFSHF (Safestore Holdings plc) |
-23.26%
Dec 2021 – Dec 2024 |
-0.68%
May 2021 – May 2026 |
7.95%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFSHF (Safestore Holdings plc) |
51.78%
Apr 2013 – Apr 2016 |
43.09%
Nov 2016 – Nov 2021 |
25.25%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart