Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| U-Store-It, L.P. 401(k) Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 20.97% | -0.37% | 6.93% | 8.03% | 7.45% | 7.56% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| U-Store-It, L.P. 401(k) Retirement Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.02 | 20.97 | -0.37 | 6.93 | 8.03 | 7.45 | 7.56 | … | … | 0.39 | 9.04 | 8.06 | -13.70 | 5.85 | 21.73 | 23.25 | 14.65 | 12.01 | 4.61 | -2.23 | -0.82 | 16.90 | 2.65 | 0.59 | 9.65 | 17.72 | -4.83 | 8.38 | 12.29 | 5.40 | 9.67 | 17.89 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.42 | -0.30 | 0.33 | 0.73 | NA | NA | … | … | 0.04 | 0.28 | 0.45 | -1.39 | 0.55 | 2.51 | 2.25 | 1.33 | 1.92 | 1.11 | -0.44 | -0.13 | 2.22 | 0.45 | 0.06 | 0.88 | 2.30 | -1.81 | 0.51 | 0.98 | 0.56 | 1.36 | 2.90 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 8.82 | 9.42 | 9.51 | 8.51 | NA | NA | … | … | 8.08 | 8.86 | 8.40 | 10.83 | 10.51 | 8.57 | 9.69 | 10.03 | 5.94 | 3.98 | 5.12 | 6.32 | 7.60 | 5.82 | 8.68 | 10.89 | 7.67 | 3.19 | 10.49 | 9.24 | 5.74 | 6.41 | 5.94 | 0.01 | 0.05 |
| Draw Down(%) | NA | 6.26 | 15.35 | 20.64 | 20.64 | NA | NA | … | … | 0.63 | 6.25 | 8.44 | 16.38 | 7.98 | 4.25 | 0.00 | 5.96 | 3.24 | 3.64 | 5.61 | 6.17 | 5.82 | 6.19 | 7.86 | 9.94 | 4.36 | 5.23 | 7.64 | 10.99 | 4.77 | 6.46 | 3.50 | 0.00 | 0.00 |
| Yield(%) | NA | 3.17 | 3.44 | 8.11 | 7.64 | NA | NA | … | … | NA | 0.55 | 3.18 | 1.88 | 5.57 | 12.03 | 23.25 | 18.08 | 3.67 | 1.98 | 1.37 | 4.68 | 4.09 | 2.22 | 1.57 | 1.85 | 2.28 | 1.50 | 7.11 | 5.72 | 3.60 | 2.87 | 1.19 | 1.11 | 2.31 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| U-Store-It, L.P. 401(k) Retirement Savings Plan Tactical Asset Allocation Moderate |
-1.92%
Apr 2021 – Apr 2024 |
2.47%
Apr 2011 – Apr 2016 |
4.61%
Oct 2007 – Oct 2017 |
6.20%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| U-Store-It, L.P. 401(k) Retirement Savings Plan Tactical Asset Allocation Moderate |
23.20%
May 2018 – May 2021 |
16.25%
Oct 2016 – Oct 2021 |
9.95%
Oct 2011 – Oct 2021 |
9.00%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart