Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NSA-PB (National Storage Affiliates Tru) NA 2.25% NA NA NA NA NA
Data as of 09/26/2025, Common starting date is 07/31/2024
More Performance Analytics Comparison
Name Start Date End Date
NSA-PB (National Storage Affiliates Tru) 07/31/2024 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024
Annualized Return (%) -1.62 2.25 NA NA NA NA NA 7.95 -3.92
Sharpe Ratio NA -0.07 NA NA NA NA NA 0.65 -0.34
Standard Deviation(%) NA 11.53 NA NA NA NA NA 12.24 36.85
Draw Down(%) NA 7.53 NA NA NA NA NA 4.23 22.34
Yield(%) 0.00 6.53 2.72 1.63 0.81 0.54 0.41 5.22 3.26
Data as of 09/26/2025, Common starting date is 07/31/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSA-PB (National Storage Affiliates Tru) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSA-PB (National Storage Affiliates Tru) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return