Extra Space Storage (EXR): analysis and statistics
Return, volatility, Sharpe ratio and risk for Extra Space Storage, an S&P 500 component in the Real Estate sector. Data as of 2026-07-30.
| Last close price | $148.14 |
| Sector (GICS) | Real Estate |
| Annualized return (3.0 yr) | +6.36% |
| Total return over period | +20.21% |
| Annualized volatility | 27.33% |
| Sharpe ratio | 0.10 |
| Sortino ratio | 0.14 |
| Max drawdown | -29.36% |
| CVaR 95% (avg. loss, worst 5% of days) | -3.94% |
| Correlation with the S&P 500 | 0.34 |
| Period range | $91.46 – $169.40 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Extra Space Storage (EXR) has posted an annualized return of +6.36% with annual volatility of 27.33%, a Sharpe ratio of 0.10. Its worst stretch (max drawdown from a peak) was -29.36%. Its correlation with the S&P 500 is 0.34, which means it moves fairly independently of the index, useful for diversification.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how EXR would fit inside an optimized portfolio alongside other S&P 500 stocks, try the optimizer.
Optimize a portfolio with EXR →
Other Real Estate stocks
What is the Sharpe ratio? · How to optimize an S&P 500 portfolio