National Storage Affiliates Trust (NSA) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$12,079
Total Return
20.79%
CAGR
3.85%
Dividends
$2,653.88
Yield on Cost
26.54%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.56% |
| Median | +0.02% |
| Best | +37.17% |
| Worst | -28.06% |
| % of Windows Positive | 50.2% |
1-Year (252 Trading Days)
| Average | -6.20% |
| Median | -7.98% |
| Best | +59.10% |
| Worst | -47.24% |
| % of Windows Positive | 36.8% |
3-Year (756 Trading Days)
| Average | -16.93% |
| Median | -16.53% |
| Best | +24.43% |
| Worst | -42.35% |
| % of Windows Positive | 7.4% |
Risk Metrics
| Maximum Drawdown | -55.86% |
| Average Drawdown | -32.09% |
| Drawdown Duration | 1077 Trading Days (Unrecovered) |
| Sortino Ratio | 0.43 |
| Calmar Ratio | 0.07 |
| CVaR (5%) | -4.11% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +55.46% (+327.11% ann.) | +$5546.16 | $202.06 | $40.41 | $0.32 |
| 2025 | -21.30% | $2129.95 | $613.49 | $122.70 | $0.98 |
| 2024 | -4.54% | $454.47 | $551.86 | $110.37 | $0.89 |
| 2023 | +20.34% | +$2033.62 | $628.32 | $125.66 | $1.01 |
| 2022 | -45.84% | $4584.41 | $314.58 | $62.91 | $0.50 |
| 2021 | +96.78% | +$9677.82 | $445.85 | $89.17 | $0.71 |
| 2020 | +10.80% | +$1080.26 | $406.85 | $81.37 | $0.65 |
| 2019 | +31.32% | +$3131.62 | $486.21 | $97.24 | $0.78 |
| 2018 | +0.31% | +$31.45 | $430.98 | $86.20 | $0.69 |
| 2017 | +27.88% | +$2787.91 | $477.62 | $95.52 | $0.77 |
| 2016 | +33.38% | +$3338.42 | $520.51 | $104.11 | $0.82 |
| 2015 partial | +35.86% (+55.65% ann.) | +$3586.04 | $419.98 | $84.00 | $0.67 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | April 22, 2015 – February 19, 2020 | +228.60% | +27.93% | +$22860.18 | $4121.70 | $824.34 | $6.59 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -36.34% | -99.42% | $3633.61 | $91.26 | $18.25 | $0.15 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +44.84% | +81.49% | +$4483.69 | $278.09 | $55.61 | $0.44 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +93.07% | +86.66% | +$9306.84 | $457.19 | $91.44 | $0.73 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -37.12% | -38.89% | $3711.67 | $337.54 | $67.51 | $0.54 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +28.61% | +14.54% | +$2860.57 | $1133.90 | $226.78 | $1.82 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -3.12% | -1.97% | $311.67 | $729.49 | $145.90 | $1.17 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2015-06-26 | $0.1500 | 1.18% |
| 2015-09-28 | $0.1900 | 1.37% |
| 2015-12-11 | $0.2000 | 1.22% |
| 2016-03-11 | $0.2000 | 1.04% |
| 2016-06-13 | $0.2200 | 1.07% |
| 2016-09-13 | $0.2200 | 1.12% |
| 2016-12-13 | $0.2400 | 1.08% |
| 2017-03-13 | $0.2400 | 1.02% |
| 2017-06-13 | $0.2600 | 1.13% |
| 2017-09-14 | $0.2600 | 1.11% |
| 2017-12-14 | $0.2800 | 1.07% |
| 2018-03-14 | $0.2800 | 1.07% |
| 2018-06-14 | $0.2900 | 0.98% |
| 2018-09-13 | $0.2900 | 1.06% |
| 2018-12-13 | $0.3000 | 1.05% |
| 2019-03-14 | $0.3000 | 1.05% |
| 2019-06-13 | $0.3200 | 1.08% |
| 2019-09-12 | $0.3200 | 0.98% |
| 2019-12-12 | $0.3300 | 0.99% |
| 2020-03-12 | $0.3300 | 0.97% |
| 2020-06-12 | $0.3300 | 1.12% |
| 2020-09-14 | $0.3400 | 0.99% |
| 2020-12-14 | $0.3500 | 1.02% |
| 2021-03-12 | $0.3500 | 0.89% |
| 2021-06-14 | $0.3800 | 0.77% |
| 2021-09-14 | $0.4100 | 0.70% |
| 2021-12-14 | $0.4500 | 0.69% |
| 2022-03-14 | $0.5000 | 0.83% |
| 2022-06-14 | $0.5500 | 1.18% |
| 2022-09-14 | $0.5500 | 1.11% |
| 2022-12-14 | $0.5500 | 1.40% |
| 2023-03-14 | $0.5500 | 1.33% |
| 2023-06-14 | $0.5600 | 1.56% |
| 2023-09-14 | $0.5600 | 1.62% |
| 2023-12-14 | $0.5600 | 1.47% |
| 2024-03-14 | $0.5600 | 1.47% |
| 2024-06-14 | $0.5600 | 1.36% |
| 2024-09-13 | $0.5600 | 1.17% |
| 2024-12-13 | $0.5700 | 1.35% |
| 2025-03-14 | $0.5700 | 1.56% |
| 2025-06-13 | $0.5700 | 1.68% |
| 2025-09-15 | $0.5700 | 1.79% |
| 2025-12-15 | $0.5700 | 1.91% |
| 2026-03-13 | $0.5700 | 1.84% |
| Total | 44 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 | $85.64 | $17.13 | $0.14 | 1.3753 |
| 2021-09-14 | $92.97 | $18.59 | $0.15 | 1.2995 |
| 2021-12-14 | $102.62 | $20.52 | $0.16 | 1.2828 |
| 2022-03-14 | $114.67 | $22.93 | $0.18 | 1.5431 |
| 2022-06-14 | $126.98 | $25.40 | $0.20 | 2.2233 |
| 2022-09-14 | $128.21 | $25.64 | $0.21 | 2.1285 |
| 2022-12-14 | $129.38 | $25.88 | $0.21 | 2.7140 |
| 2023-03-14 | $130.87 | $26.17 | $0.21 | 2.5039 |
| 2023-06-14 | $134.65 | $26.93 | $0.21 | 3.0593 |
| 2023-09-14 | $136.36 | $27.27 | $0.22 | 3.1448 |
| 2023-12-14 | $138.13 | $27.63 | $0.22 | 2.7412 |
| 2024-03-14 | $139.66 | $27.93 | $0.22 | 3.0374 |
| 2024-06-14 | $141.36 | $28.27 | $0.23 | 2.7629 |
| 2024-09-13 | $142.91 | $28.58 | $0.23 | 2.3940 |
| 2024-12-13 | $146.82 | $29.37 | $0.24 | 2.8267 |
| 2025-03-14 | $148.44 | $29.69 | $0.24 | 3.2310 |
| 2025-06-13 | $150.28 | $30.05 | $0.24 | 3.6380 |
| 2025-09-15 | $152.35 | $30.47 | $0.24 | 3.9327 |
| 2025-12-15 | $154.59 | $30.92 | $0.25 | 4.2025 |
| 2026-03-13 | $156.99 | $31.40 | $0.25 | 4.0511 |
| Total | $2653.88 | $530.77 | $4.25 | 54.0919 |
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.