Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NTSGF (National Storage REIT) | NA | -10.25% | NA | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/03/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NTSGF (National Storage REIT) | 07/03/2023 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.25 | NA | NA | NA | NA | NA | … | … | 11.29 | -5.42 | 6.68 |
| Sharpe Ratio | NA | -0.28 | NA | NA | NA | NA | NA | … | … | 0.33 | -0.16 | 0.13 |
| Standard Deviation(%) | NA | 48.30 | NA | NA | NA | NA | NA | … | … | 38.77 | 55.37 | 76.95 |
| Draw Down(%) | NA | 28.26 | NA | NA | NA | NA | NA | … | … | 14.69 | 23.81 | 39.70 |
| Yield(%) | 0.00 | 5.75 | 3.82 | 2.29 | 1.14 | 0.76 | 0.57 | … | … | 2.54 | 6.58 | 2.36 |
Data as of 09/26/2025, Common starting date is 07/03/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTSGF (National Storage REIT) |
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 |
|---|---|---|---|---|
| NTSGF (National Storage REIT) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart