Extra Space Storage Inc. (EXR) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$11,464
Total Return
14.64%
CAGR
2.77%
Dividends
$2,242.38
Yield on Cost
22.42%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.49% |
| Median | +0.43% |
| Best | +30.08% |
| Worst | -22.87% |
| % of Windows Positive | 52.5% |
1-Year (252 Trading Days)
| Average | -1.29% |
| Median | -4.30% |
| Best | +66.82% |
| Worst | -40.04% |
| % of Windows Positive | 41.7% |
3-Year (756 Trading Days)
| Average | -6.25% |
| Median | -4.85% |
| Best | +16.50% |
| Worst | -33.39% |
| % of Windows Positive | 32.0% |
Risk Metrics
| Maximum Drawdown | -52.02% |
| Average Drawdown | -23.49% |
| Drawdown Duration | 1078 Trading Days (Unrecovered) |
| Sortino Ratio | 0.34 |
| Calmar Ratio | 0.05 |
| CVaR (5%) | -4.09% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +11.33% (+42.35% ann.) | +$1132.84 | $124.40 | $24.88 | $0.20 |
| 2025 | -9.75% | $975.11 | $438.94 | $87.79 | $0.70 |
| 2024 | -3.58% | $358.05 | $409.35 | $81.87 | $0.65 |
| 2023 | +12.77% | +$1277.44 | $446.25 | $89.25 | $0.71 |
| 2022 | -33.27% | $3327.23 | $267.30 | $53.46 | $0.43 |
| 2021 | +99.88% | +$9988.44 | $391.91 | $78.38 | $0.63 |
| 2020 | +12.78% | +$1278.37 | $344.58 | $68.92 | $0.55 |
| 2019 | +19.88% | +$1988.41 | $397.46 | $79.49 | $0.64 |
| 2018 | +6.49% | +$649.22 | $388.51 | $77.70 | $0.62 |
| 2017 | +16.88% | +$1687.60 | $409.01 | $81.80 | $0.65 |
| 2016 | -9.84% | $984.32 | $335.59 | $67.12 | $0.54 |
| 2015 | +54.19% | +$5418.86 | $385.81 | $77.16 | $0.62 |
| 2014 | +42.99% | +$4299.04 | $434.18 | $86.84 | $0.70 |
| 2013 | +19.07% | +$1907.47 | $402.73 | $80.55 | $0.64 |
| 2012 | +53.49% | +$5349.05 | $353.92 | $70.78 | $0.56 |
| 2011 | +42.24% | +$4224.47 | $324.56 | $64.91 | $0.52 |
| 2010 | +53.91% | +$5390.54 | $349.36 | $69.88 | $0.56 |
| 2009 | +17.34% | +$1734.47 | $373.09 | $74.61 | $0.60 |
| 2008 | -23.17% | $2317.50 | $713.35 | $142.67 | $1.15 |
| 2007 | -18.01% | $1801.48 | $519.66 | $103.93 | $0.83 |
| 2006 | +23.94% | +$2393.70 | $602.61 | $120.52 | $0.96 |
| 2005 | +21.41% | +$2140.56 | $697.43 | $139.48 | $1.12 |
| 2004 partial | +8.75% (+25.06% ann.) | +$875.03 | $272.38 | $54.48 | $0.43 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | August 16, 2004 – October 9, 2007 | +52.72% | +14.41% | +$5272.32 | $2445.39 | $489.07 | $3.91 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -66.47% | -53.86% | $6647.43 | $777.66 | $155.53 | $1.25 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +523.89% | +72.00% | +$52389.42 | $3312.98 | $662.61 | $5.30 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +313.68% | +20.64% | +$31368.40 | $6669.46 | $1333.89 | $10.67 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -29.96% | -98.28% | $2995.52 | $83.87 | $16.77 | $0.13 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +45.93% | +83.70% | +$4592.75 | $230.68 | $46.14 | $0.37 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +94.32% | +87.81% | +$9431.97 | $392.00 | $78.40 | $0.63 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -22.29% | -23.49% | $2228.66 | $290.09 | $58.02 | $0.46 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +17.19% | +8.93% | +$1718.61 | $811.34 | $162.27 | $1.30 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -16.57% | -10.78% | $1656.68 | $546.92 | $109.38 | $0.88 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2004-09-13 | $0.1110 | 0.82% |
| 2004-12-09 | $0.2280 | 1.62% |
| 2005-03-11 | $0.2280 | 1.63% |
| 2005-06-13 | $0.2280 | 1.60% |
| 2005-09-13 | $0.2280 | 1.45% |
| 2005-12-13 | $0.2280 | 1.49% |
| 2006-03-13 | $0.2280 | 1.44% |
| 2006-06-13 | $0.2280 | 1.49% |
| 2006-09-13 | $0.2280 | 1.32% |
| 2006-12-13 | $0.2280 | 1.23% |
| 2007-03-13 | $0.2280 | 1.12% |
| 2007-06-13 | $0.2280 | 1.36% |
| 2007-09-12 | $0.2280 | 1.56% |
| 2007-12-12 | $0.2500 | 1.74% |
| 2008-03-12 | $0.2500 | 1.55% |
| 2008-06-11 | $0.2500 | 1.56% |
| 2008-09-11 | $0.2500 | 1.59% |
| 2008-12-11 | $0.2500 | 2.66% |
| 2009-03-11 | $0.2500 | 4.47% |
| 2009-12-08 | $0.1300 | 1.15% |
| 2010-03-11 | $0.1000 | 0.79% |
| 2010-06-11 | $0.1000 | 0.69% |
| 2010-09-13 | $0.1000 | 0.63% |
| 2010-12-08 | $0.1000 | 0.58% |
| 2011-03-11 | $0.1400 | 0.71% |
| 2011-06-13 | $0.1400 | 0.69% |
| 2011-09-13 | $0.1400 | 0.67% |
| 2011-12-07 | $0.1400 | 0.57% |
| 2012-03-13 | $0.2000 | 0.75% |
| 2012-06-13 | $0.2000 | 0.70% |
| 2012-09-13 | $0.2000 | 0.59% |
| 2012-12-06 | $0.2500 | 0.71% |
| 2013-03-13 | $0.2500 | 0.64% |
| 2013-06-12 | $0.4000 | 0.95% |
| 2013-09-12 | $0.4000 | 0.91% |
| 2013-12-11 | $0.4000 | 0.95% |
| 2014-03-12 | $0.4000 | 0.81% |
| 2014-06-11 | $0.4700 | 0.88% |
| 2014-09-11 | $0.4700 | 0.88% |
| 2014-12-11 | $0.4700 | 0.79% |
| 2015-03-12 | $0.4700 | 0.73% |
| 2015-06-11 | $0.5900 | 0.89% |
| 2015-09-11 | $0.5900 | 0.82% |
| 2015-12-11 | $0.5900 | 0.69% |
| 2016-03-11 | $0.5900 | 0.69% |
| 2016-06-13 | $0.7800 | 0.88% |
| 2016-09-13 | $0.7800 | 0.99% |
| 2016-12-15 | $0.7800 | 1.06% |
| 2017-03-13 | $0.7800 | 1.04% |
| 2017-06-13 | $0.7800 | 1.03% |
| 2017-09-14 | $0.7800 | 1.00% |
| 2017-12-14 | $0.7800 | 0.89% |
| 2018-03-14 | $0.7800 | 0.89% |
| 2018-06-14 | $0.8600 | 0.89% |
| 2018-09-13 | $0.8600 | 0.95% |
| 2018-12-13 | $0.8600 | 0.88% |
| 2019-03-14 | $0.8600 | 0.86% |
| 2019-06-13 | $0.9000 | 0.83% |
| 2019-09-13 | $0.9000 | 0.77% |
| 2019-12-13 | $0.9000 | 0.88% |
| 2020-03-13 | $0.9000 | 0.93% |
| 2020-06-12 | $0.9000 | 0.96% |
| 2020-09-14 | $0.9000 | 0.81% |
| 2020-12-14 | $0.9000 | 0.82% |
| 2021-03-12 | $1.0000 | 0.77% |
| 2021-06-14 | $1.0000 | 0.63% |
| 2021-09-14 | $1.2500 | 0.67% |
| 2021-12-14 | $1.2500 | 0.59% |
| 2022-03-14 | $1.5000 | 0.76% |
| 2022-06-14 | $1.5000 | 0.94% |
| 2022-09-14 | $1.5000 | 0.77% |
| 2022-12-13 | $1.5000 | 0.95% |
| 2023-03-14 | $1.6200 | 1.03% |
| 2023-06-14 | $1.6200 | 1.11% |
| 2023-07-12 | $1.0100 | 0.66% |
| 2023-09-14 | $0.6100 | 0.49% |
| 2023-12-14 | $1.6200 | 1.11% |
| 2024-03-14 | $1.6200 | 1.10% |
| 2024-06-14 | $1.6200 | 1.02% |
| 2024-09-16 | $1.6200 | 0.91% |
| 2024-12-16 | $1.6200 | 1.02% |
| 2025-03-14 | $1.6200 | 1.12% |
| 2025-06-16 | $1.6200 | 1.08% |
| 2025-09-15 | $1.6200 | 1.10% |
| 2025-12-15 | $1.6200 | 1.20% |
| 2026-03-16 | $1.6200 | 1.15% |
| Total | 86 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-14 | $68.32 | $13.66 | $0.11 | 0.3410 |
| 2021-09-14 | $85.82 | $17.16 | $0.14 | 0.3733 |
| 2021-12-14 | $86.29 | $17.26 | $0.14 | 0.3284 |
| 2022-03-14 | $104.04 | $20.81 | $0.17 | 0.4341 |
| 2022-06-14 | $104.69 | $20.94 | $0.17 | 0.5265 |
| 2022-09-14 | $105.48 | $21.10 | $0.17 | 0.4394 |
| 2022-12-13 | $106.14 | $21.23 | $0.17 | 0.5376 |
| 2023-03-14 | $115.50 | $23.10 | $0.18 | 0.5860 |
| 2023-06-14 | $116.45 | $23.29 | $0.19 | 0.6487 |
| 2023-07-12 | $73.26 | $14.65 | $0.12 | 0.3851 |
| 2023-09-14 | $44.48 | $8.90 | $0.07 | 0.2814 |
| 2023-12-14 | $118.58 | $23.72 | $0.19 | 0.6119 |
| 2024-03-14 | $119.57 | $23.91 | $0.19 | 0.6708 |
| 2024-06-14 | $120.66 | $24.13 | $0.19 | 0.6153 |
| 2024-09-16 | $121.65 | $24.33 | $0.19 | 0.5468 |
| 2024-12-16 | $122.54 | $24.51 | $0.20 | 0.6288 |
| 2025-03-14 | $123.56 | $24.71 | $0.20 | 0.6804 |
| 2025-06-16 | $124.66 | $24.93 | $0.20 | 0.6681 |
| 2025-09-15 | $125.74 | $25.15 | $0.20 | 0.6985 |
| 2025-12-15 | $126.87 | $25.37 | $0.20 | 0.7599 |
| 2026-03-16 | $128.11 | $25.62 | $0.21 | 0.7332 |
| Total | $2242.38 | $448.48 | $3.59 | 11.4951 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.