Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSSAF (Shurgard Self Storage S.A) | NA | -10.15% | 0.30% | 1.20% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/15/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSSAF (Shurgard Self Storage S.A) | 07/15/2020 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.15 | 0.30 | 1.20 | NA | NA | NA | … | … | 5.02 | -4.53 | -5.71 | -24.13 | 52.94 | 7.24 |
| Sharpe Ratio | NA | -0.58 | -0.18 | -0.05 | NA | NA | NA | … | … | 0.16 | -0.45 | -0.82 | -0.97 | 2.20 | 0.94 |
| Standard Deviation(%) | NA | 22.95 | 17.36 | 20.88 | NA | NA | NA | … | … | 23.87 | 18.16 | 11.44 | 26.46 | 24.07 | 17.13 |
| Draw Down(%) | NA | 19.89 | 21.89 | 36.77 | NA | NA | NA | … | … | 11.23 | 16.58 | 10.39 | 29.72 | 0.00 | 4.45 |
| Yield(%) | 0.00 | 5.42 | 4.90 | 4.10 | 2.27 | 1.51 | 1.13 | … | … | 6.34 | 4.71 | 2.93 | 2.19 | 3.04 | 1.41 |
Data as of 09/26/2025, Common starting date is 07/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSSAF (Shurgard Self Storage S.A) |
-13.37%
Mar 2022 – Mar 2025 |
1.13%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSSAF (Shurgard Self Storage S.A) |
7.79%
Jan 2021 – Jan 2024 |
1.13%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart