Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSI (Life Storage Inc) | NA | 24.11% | 18.63% | 12.25% | 11.42% | 13.50% | 12.98% | … | … |
Data as of 07/19/2023, Common starting date is 06/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSI (Life Storage Inc) | 06/21/1995 | 07/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.95 | 24.11 | 18.63 | 12.25 | 11.42 | 13.50 | 12.98 | … | … | 42.57 | -31.14 | 33.28 | 10.26 | 15.57 | -73.70 | 9.79 | -17.64 | 27.36 | 38.92 | 8.12 | 50.81 | 21.35 | 8.36 | 7.81 | -4.57 | -26.54 | 27.94 | 17.86 | 20.56 | 41.68 | -1.81 | 72.48 | 19.67 | -18.63 | -16.36 | 11.22 | 27.42 | 17.09 | 154.28 | 47.72 | 32.23 | 30.08 | -12.34 |
| Sharpe Ratio | NA | 0.67 | 0.46 | 0.30 | 0.37 | NA | NA | … | … | 3.02 | -1.03 | 0.72 | 0.22 | 0.81 | 1.36 | 0.47 | -0.77 | 1.46 | 2.46 | 0.37 | 3.02 | 0.65 | 0.30 | 0.13 | -0.08 | -1.01 | 1.25 | 0.86 | 0.92 | 2.92 | -0.14 | 3.40 | 0.62 | -0.94 | -1.01 | -2.66 | 1.49 | 2.06 | 3.23 | 0.87 | 0.58 | 0.48 | -0.36 |
| Standard Deviation(%) | NA | 30.70 | 36.37 | 35.55 | 28.47 | NA | NA | … | … | 29.31 | 31.74 | 46.47 | 44.74 | 17.66 | 16.24 | 19.50 | 23.00 | 18.67 | 15.84 | 21.81 | 16.97 | 32.76 | 27.89 | 58.16 | 64.89 | 29.28 | 19.86 | 18.24 | 21.29 | 14.06 | 20.37 | 21.06 | 25.24 | 23.22 | 19.53 | 16.48 | 15.93 | 15.14 | 46.80 | 52.37 | 50.76 | 54.26 | 49.35 |
| Draw Down(%) | NA | 29.53 | 35.24 | 40.85 | 40.85 | NA | NA | … | … | 11.50 | 31.91 | 35.24 | 40.85 | 6.54 | 12.85 | 19.51 | 30.98 | 12.11 | 7.18 | 19.24 | 9.86 | 19.61 | 18.78 | 51.60 | 53.97 | 34.27 | 16.83 | 10.20 | 20.07 | 9.76 | 17.28 | 8.55 | 19.29 | 31.14 | 29.96 | 10.63 | 7.44 | 8.52 | 25.27 | 30.26 | 48.08 | 44.75 | 58.43 |
| Yield(%) | 0.66 | 3.79 | 4.23 | 4.20 | 5.27 | 7.78 | 9.59 | … | … | 3.43 | 2.84 | 3.00 | 4.03 | 4.43 | 4.51 | 4.67 | 3.51 | 3.62 | 4.26 | 3.16 | 4.12 | 4.81 | 5.02 | 6.34 | 6.13 | 4.37 | 5.20 | 5.83 | 6.36 | 8.32 | 7.62 | 11.76 | 11.93 | 9.05 | 6.81 | 7.01 | 7.70 | 2.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/19/2023, Common starting date is 06/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSI (Life Storage Inc) |
-24.64%
Mar 2006 – Mar 2009 |
-8.72%
Mar 2004 – Mar 2009 |
5.96%
Mar 1999 – Mar 2009 |
7.78%
Mar 2006 – Mar 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSI (Life Storage Inc) |
43.29%
Mar 2009 – Mar 2012 |
35.88%
Mar 2009 – Mar 2014 |
22.34%
Mar 2009 – Mar 2019 |
18.55%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison Chart