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Portfolio of Self-Storage REITs

See the following 6 self-storage real estate investment trusts (REITs).

Self-Storage REITs
Stock
Quote
Annual Dividend & Yield
Recent Dividends
1-Yr Price Chart
CubeSmart
1.08 (4.41%)
Extra Space Storage
3.12 (4.07%)
Global Self Storage
0.26 (5.19%)
Life Storage
4.00 (5.48%)
National Storage Affiliates Trust
1.04 (4.71%)
Public Storage
8.00 (3.98%)
Dividend yield data from Yahoo! Finance as of Aug-12-2017. Price and dividend data from Quandl.


To inspect the performance of the Self-Storage REITs portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes from Quandl.

The 5 stocks included in the portfolio computations are: CUBE, EXR, SELF, LSI and PSA. The current value of the portfolio assumes that $2,000.00 was invested (total of $10,000) in each at its closing quarterly price for the current date in 2005. NSA was excluded from the portfolio computations because prices started after 2005.


Self-Storage REITs - Return Results
Portfolio:
Self-Storage REITs
Start date:
Aug-16-2005
Start value:
$10,000
End date:
Aug-16-2017
End value:
$8,243
Number prices
7
Minimum value occurred on Sep-30-2017
$8,243
Maximum value occurred on Mar-31-2016
$10,000
Total gain or loss (Start date to End date)
-17.57%
Annualized gain or loss (Start date to End date)
-10.46%
Total dollar value on End date of a $10,000 purchase made on Start date
$8,243
Average percent return for all possible buy/sell combinations
-6.20%
Number returns
21
Number profitable returns (Winners)
0
Percent profitable returns
0.00%
Number unprofitable returns (Losers)
21
Percent unprofitable returns
100.00%
Winners to losers ratio
All
See Multiyear Chart of Monthly Portfolio Values


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