Performance analysis of National Storage Affiliates Trust (NSA)
Annual Return
Over the past 3 years, NSA has had an average annual return of +14.42%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, NSA has had an average annual return of +1.01%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, NSA has had an average annual return of +12.25%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Apr 23, 2015, NSA has had an average annual return of +16.79%, outperforming the benchmark SPY, which returned +13.78% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +58.83% | -20.19% | -3.50% | +21.76% | -45.34% | +97.98% | +11.73% | +32.41% | +1.14% | +29% | +34.55% | +36.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +12.76% | +10.09% | +9.75% | +12.77% | +0.21% | +5.59% | -2.31% | +58.83% | |||||
| 2025 | -2.00% | +3.96% | +3.60% | -5.58% | -7.53% | -5.40% | -7.91% | +9.40% | -4.51% | -3.74% | +1.24% | -2.35% | -20.19% |
| 2024 | -9.93% | -4.12% | +11.02% | -10.52% | +4.39% | +14.23% | +3.28% | +9.80% | +4.33% | -12.55% | +7% | -14.79% | -3.50% |
| 2023 | +12.96% | +3.68% | +0.07% | -7.73% | -5.03% | -3.35% | -2.99% | -0.56% | -4.01% | -10.14% | +16.37% | +26.69% | +21.76% |
| 2022 | -11.04% | -5.34% | +8.61% | -9.82% | -7.33% | -3.39% | +9.53% | -7.88% | -16.75% | +2.60% | -6.68% | -7.96% | -45.34% |
| 2021 | +1.42% | +5.50% | +4.47% | +13.80% | +1.45% | +10.51% | +7.14% | +5.69% | -7.13% | +18.32% | -1.73% | +13.53% | +97.98% |
| 2020 | +1.58% | -1.20% | -11.30% | -3.78% | +5.37% | -3.45% | +7.54% | +11.32% | -3.74% | +3.61% | +0.27% | +7.12% | +11.73% |
| 2019 | +9.98% | -2.68% | +1.75% | +2.63% | +1.81% | -1.81% | +4.66% | +10.47% | +0.72% | +2.40% | -1.96% | +1.38% | +32.41% |
| 2018 | -6.94% | -3.31% | +3.35% | +4.95% | +6.84% | +10.68% | -6.46% | -1.63% | -9.34% | +4.68% | +5.03% | -4.44% | +1.14% |
| 2017 | +0.81% | +8.85% | -0.30% | +2.51% | -1.02% | -3.61% | -0.65% | -2.79% | +9.81% | +2.27% | +7.47% | +3.43% | +29% |
Drawdown analysis of National Storage Affiliates Trust (NSA)
The maximum drawdown for the NSA was -55.05%, occurring on Oct 27, 2023. This drawdown has not yet recovered.
The current NSA drawdown is -18.59%.
Since Apr 23, 2015 NSA has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.05% | Dec 31, 2021 | 458 | Oct 27, 2023 | Ongoing | Ongoing | Ongoing |
| -39.46% | Feb 18, 2020 | 24 | Mar 23, 2020 | 202 | Jan 8, 2021 | 226 |
| -22.22% | Jul 5, 2018 | 61 | Oct 1, 2018 | 213 | Aug 7, 2019 | 274 |
| -17.18% | Apr 18, 2017 | 86 | Aug 18, 2017 | 53 | Nov 2, 2017 | 139 |
| -16.02% | Dec 28, 2017 | 28 | Feb 8, 2018 | 62 | May 9, 2018 | 90 |
| -14.65% | Jul 8, 2016 | 82 | Nov 2, 2016 | 27 | Dec 12, 2016 | 109 |
| -14.00% | May 19, 2015 | 49 | Jul 29, 2015 | 34 | Sep 16, 2015 | 83 |
| -11.51% | Sep 8, 2021 | 19 | Oct 5, 2021 | 7 | Oct 14, 2021 | 26 |
| -10.18% | Oct 24, 2019 | 13 | Nov 12, 2019 | 59 | Feb 7, 2020 | 72 |
| -9.29% | Mar 30, 2016 | 22 | Apr 29, 2016 | 10 | May 13, 2016 | 32 |
| -8.98% | May 16, 2016 | 4 | May 20, 2016 | 31 | Jul 6, 2016 | 35 |
| -8.27% | Sep 18, 2015 | 7 | Sep 29, 2015 | 4 | Oct 5, 2015 | 11 |
| -8.04% | Jan 6, 2016 | 23 | Feb 9, 2016 | 11 | Feb 25, 2016 | 34 |
| -7.67% | Nov 5, 2015 | 2 | Nov 9, 2015 | 12 | Nov 25, 2015 | 14 |
| -6.81% | May 7, 2021 | 3 | May 12, 2021 | 12 | May 28, 2021 | 15 |
| -6.70% | Mar 3, 2017 | 7 | Mar 14, 2017 | 17 | Apr 6, 2017 | 24 |
| -6.60% | Sep 4, 2019 | 4 | Sep 10, 2019 | 26 | Oct 16, 2019 | 30 |
| -6.16% | May 10, 2018 | 5 | May 17, 2018 | 8 | May 30, 2018 | 13 |
| -6.12% | Dec 12, 2016 | 3 | Dec 15, 2016 | 10 | Dec 30, 2016 | 13 |
| -6.12% | Nov 2, 2021 | 20 | Dec 1, 2021 | 8 | Dec 13, 2021 | 28 |
| -5.54% | Mar 15, 2021 | 4 | Mar 19, 2021 | 14 | Apr 9, 2021 | 18 |
| -5.54% | Jan 6, 2017 | 5 | Jan 13, 2017 | 6 | Jan 24, 2017 | 11 |
| -5.37% | Feb 23, 2021 | 7 | Mar 4, 2021 | 6 | Mar 12, 2021 | 13 |
| -4.86% | Mar 17, 2016 | 4 | Mar 23, 2016 | 3 | Mar 29, 2016 | 7 |
| -4.35% | Nov 27, 2017 | 8 | Dec 7, 2017 | 6 | Dec 15, 2017 | 14 |