Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SELF (Global Self Storage Inc) | 2.89% | -3.97% | 7.08% | 2.30% | 4.33% | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 10/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SELF (Global Self Storage Inc) | 10/02/2015 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | -3.97 | 7.08 | 2.30 | 4.33 | NA | NA | … | … | 2.89 | -0.06 | 21.98 | 0.77 | -10.01 | 49.07 | -0.46 | 16.64 | -12.36 | 1.78 |
| Sharpe Ratio | NA | -0.35 | 0.13 | -0.08 | 0.12 | NA | NA | … | … | 0.25 | -0.14 | 0.56 | -0.12 | -0.33 | 1.44 | -0.02 | 0.61 | -0.34 | 0.35 |
| Standard Deviation(%) | NA | 17.41 | 24.73 | 28.41 | 28.18 | NA | NA | … | … | 15.83 | 20.48 | 32.62 | 23.56 | 34.90 | 33.95 | 31.27 | 25.00 | 21.41 | 21.67 |
| Draw Down(%) | NA | 12.35 | 17.99 | 30.29 | 34.51 | NA | NA | … | … | 10.54 | 13.35 | 11.83 | 20.85 | 26.01 | 24.98 | 26.65 | 13.37 | 15.78 | 8.96 |
| Yield(%) | 1.41 | 5.19 | 5.91 | 4.76 | 4.30 | 4.39 | 3.29 | … | … | 2.85 | 5.53 | 6.29 | 5.90 | 4.90 | 6.48 | 5.91 | 6.72 | 5.60 | 1.73 |
Data as of 06/17/2026, Common starting date is 10/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SELF (Global Self Storage Inc) |
-7.88%
Jul 2017 – Jul 2020 |
4.29%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SELF (Global Self Storage Inc) |
23.88%
May 2019 – May 2022 |
14.82%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart