Performance analysis of Smartstop Self Storage REIT (SMA)
Annual Return
Since Apr 2, 2025, SMA has had an average annual return of -1.93%, underperforming the benchmark SPY, which returned +29.34% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.05% | -2.20% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.06% | +6.47% | -8.80% | +4.40% | -0.30% | -3.10% | -0.05% | ||||||
| 2025 | +7.70% | +4.37% | -0.49% | -6.11% | +7.81% | +3.80% | -8.38% | -4.48% | -4.91% | -2.20% |
Drawdown analysis of Smartstop Self Storage REIT (SMA)
The maximum drawdown for the SMA was -21.78%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current SMA drawdown is -19.42%.
Since Apr 2, 2025 SMA has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.78% | Sep 12, 2025 | 136 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -8.68% | Jul 2, 2025 | 27 | Aug 11, 2025 | 18 | Sep 5, 2025 | 45 |
| -5.68% | Apr 3, 2025 | 3 | Apr 8, 2025 | 6 | Apr 16, 2025 | 9 |
| -4.80% | Jun 10, 2025 | 5 | Jun 17, 2025 | 10 | Jul 2, 2025 | 15 |
| -3.35% | May 2, 2025 | 2 | May 6, 2025 | 2 | May 8, 2025 | 4 |
| -2.92% | May 16, 2025 | 3 | May 21, 2025 | 11 | Jun 6, 2025 | 14 |
| -2.56% | Apr 17, 2025 | 3 | Apr 23, 2025 | 3 | Apr 28, 2025 | 6 |
| -1.70% | May 9, 2025 | 3 | May 14, 2025 | 1 | May 15, 2025 | 4 |