Extra Space Storage (EXR): analysis and statistics
Return, volatility, Sharpe ratio and risk for Extra Space Storage, a component of the S&P 500 in the Real Estate. Data as of 2026-10-29.
| Last close price | $144.75 |
| Sector (GICS) | Real Estate |
| Annualized return (3.0 yr) | +16.14% |
| Total return over period | +56.28% |
| Annualized volatility | 26.33% |
| Period volatility | 45.48% |
| Period T-bill | 12.40% |
| Sharpe ratio | 0.96 |
| Sortino ratio | 1.42 |
| Max drawdown | -29.36% |
| CVaR 95% (avg. loss, worst 5% of days) | -3.67% |
| Correlation with the S&P 500 | 0.32 |
| Period range | $91.68 – $169.40 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Extra Space Storage (EXR) has posted an annualized return of +16.14% with annual volatility of 26.33%, a Sharpe ratio of 0.96. Its worst stretch (max drawdown from a peak) was -29.36%. Its correlation with the S&P 500 is 0.32, 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 stocks, try the optimizer.
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Is it part of the S&P 500?
Yes, Extra Space Storage (EXR) is of the S&P 500.
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