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National Storage Affiliates Trust (NSA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US6378701063

CUSIP

637870106

IPO Date

Apr 23, 2015

Highlights

Market Cap

$5.59B

EPS (TTM)

$1.18

PE Ratio

30.85

PEG Ratio

3.14

Total Revenue (TTM)

$574.19M

Gross Profit (TTM)

$370.32M

EBITDA (TTM)

$357.94M

Year Range

$30.88 - $48.02

Target Price

$38.61

Short %

5.89%

Short Ratio

3.57

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in National Storage Affiliates Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


100.00%150.00%200.00%250.00%300.00%350.00%400.00%450.00%NovemberDecember2025FebruaryMarchApril
336.78%
161.50%
NSA (National Storage Affiliates Trust)
Benchmark (^GSPC)

Returns By Period

National Storage Affiliates Trust had a return of -3.46% year-to-date (YTD) and 8.21% in the last 12 months. Over the past 10 years, National Storage Affiliates Trust had an annualized return of 15.75%, outperforming the S&P 500 benchmark which had an annualized return of 10.11%.


NSA

YTD

-3.46%

1M

-5.38%

6M

-13.42%

1Y

8.21%

5Y*

10.71%

10Y*

15.75%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

The table below presents the monthly returns of NSA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-2.00%3.96%3.63%-8.55%-3.46%
2024-9.93%-4.12%10.98%-10.52%4.40%14.24%3.28%9.80%4.35%-12.55%7.00%-14.79%-3.53%
202312.96%3.68%0.11%-7.73%-5.03%-3.36%-2.99%-0.56%-3.98%-10.14%16.37%26.81%21.94%
2022-11.04%-5.34%8.61%-9.82%-7.33%-3.39%9.53%-7.88%-16.77%2.60%-6.68%-7.98%-45.37%
20211.42%5.50%4.50%13.80%1.45%10.53%7.14%5.69%-7.14%18.32%-1.73%13.52%98.04%
20201.58%-1.20%-11.41%-3.78%5.37%-3.42%7.54%11.32%-3.71%3.61%0.27%7.13%11.67%
20199.98%-2.68%1.74%2.63%1.81%-1.79%4.66%10.47%0.71%2.40%-1.96%1.36%32.40%
2018-6.93%-3.31%3.34%4.94%6.84%10.69%-6.46%-1.63%-9.33%4.68%5.03%-4.40%1.21%
20170.82%8.85%-0.30%2.51%-1.02%-3.62%-0.65%-2.79%9.82%2.27%7.46%3.43%29.01%
20161.52%4.02%18.43%-7.92%6.81%0.94%2.64%-4.96%4.27%-6.49%5.11%8.41%34.54%
2015-1.31%5.14%-6.98%-4.60%9.38%6.16%11.00%10.11%4.72%36.86%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of NSA is 57, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of NSA is 5757
Overall Rank
The Sharpe Ratio Rank of NSA is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of NSA is 5353
Sortino Ratio Rank
The Omega Ratio Rank of NSA is 5252
Omega Ratio Rank
The Calmar Ratio Rank of NSA is 6060
Calmar Ratio Rank
The Martin Ratio Rank of NSA is 5959
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for National Storage Affiliates Trust (NSA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for NSA, currently valued at 0.25, compared to the broader market-2.00-1.000.001.002.003.00
NSA: 0.25
^GSPC: 0.46
The chart of Sortino ratio for NSA, currently valued at 0.55, compared to the broader market-6.00-4.00-2.000.002.004.00
NSA: 0.55
^GSPC: 0.77
The chart of Omega ratio for NSA, currently valued at 1.07, compared to the broader market0.501.001.502.00
NSA: 1.07
^GSPC: 1.11
The chart of Calmar ratio for NSA, currently valued at 0.16, compared to the broader market0.001.002.003.004.005.00
NSA: 0.16
^GSPC: 0.47
The chart of Martin ratio for NSA, currently valued at 0.48, compared to the broader market-5.000.005.0010.0015.0020.00
NSA: 0.48
^GSPC: 1.94

The current National Storage Affiliates Trust Sharpe ratio is 0.25. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of National Storage Affiliates Trust with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.25
0.46
NSA (National Storage Affiliates Trust)
Benchmark (^GSPC)

Dividends

Dividend History

National Storage Affiliates Trust provided a 6.27% dividend yield over the last twelve months, with an annual payout of $2.26 per share. The company has been increasing its dividends for 9 consecutive years.


2.00%3.00%4.00%5.00%6.00%$0.00$0.50$1.00$1.50$2.002015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018201720162015
Dividend$2.26$2.25$2.23$2.15$1.59$1.35$1.27$1.16$1.04$0.88$0.54

Dividend yield

6.27%5.94%5.38%5.95%2.30%3.75%3.78%4.38%3.82%3.99%3.15%

Monthly Dividends

The table displays the monthly dividend distributions for National Storage Affiliates Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.57$0.00$0.57
2024$0.00$0.00$0.56$0.00$0.00$0.56$0.00$0.00$0.56$0.00$0.00$0.57$2.25
2023$0.00$0.00$0.55$0.00$0.00$0.56$0.00$0.00$0.56$0.00$0.00$0.56$2.23
2022$0.00$0.00$0.50$0.00$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.55$2.15
2021$0.00$0.00$0.35$0.00$0.00$0.38$0.00$0.00$0.41$0.00$0.00$0.45$1.59
2020$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.34$0.00$0.00$0.35$1.35
2019$0.00$0.00$0.30$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.33$1.27
2018$0.00$0.00$0.28$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.30$1.16
2017$0.00$0.00$0.24$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.28$1.04
2016$0.00$0.00$0.20$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.24$0.88
2015$0.15$0.00$0.00$0.19$0.00$0.00$0.20$0.54

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
NSA: 6.3%
National Storage Affiliates Trust has a dividend yield of 6.27%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
NSA: 1.8%
National Storage Affiliates Trust has a payout ratio of 1.84%, which is below the market average. This means National Storage Affiliates Trust returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-37.96%
-10.07%
NSA (National Storage Affiliates Trust)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the National Storage Affiliates Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the National Storage Affiliates Trust was 55.05%, occurring on Oct 27, 2023. The portfolio has not yet recovered.

The current National Storage Affiliates Trust drawdown is 37.96%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.05%Jan 3, 2022458Oct 27, 2023
-39.53%Feb 19, 202024Mar 23, 2020202Jan 8, 2021226
-22.21%Jul 6, 201861Oct 1, 2018213Aug 7, 2019274
-17.19%Apr 19, 201786Aug 18, 201753Nov 2, 2017139
-16.02%Dec 29, 201728Feb 8, 201862May 9, 201890

Volatility

Volatility Chart

The current National Storage Affiliates Trust volatility is 14.24%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
14.24%
14.23%
NSA (National Storage Affiliates Trust)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of National Storage Affiliates Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how National Storage Affiliates Trust is priced in the market compared to other companies in the REIT - Industrial industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
5.010.015.020.025.030.035.0
NSA: 30.8
The chart displays the Price-to-Earnings (P/E) ratio for NSA, comparing it with other companies in the REIT - Industrial industry. Currently, NSA has a P/E ratio of 30.8. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
2.04.06.08.010.0
NSA: 3.1
The chart shows the Price/Earnings to Growth (PEG) ratio for NSA compared to other companies in the REIT - Industrial industry. NSA currently has a PEG ratio of 3.1. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
NSA: 7.4
This chart shows the Price-to-Sales (P/S) ratio for NSA relative to other companies in the REIT - Industrial industry. Currently, NSA has a P/S ratio of 7.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.0
NSA: 3.8
The chart illustrates the Price-to-Book (P/B) ratio for NSA in comparison with other companies in the REIT - Industrial industry. Currently, NSA has a P/B value of 3.8. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items