SmartStop Self Storage REIT, Inc. (SMA) Stock Total Returns
Growth of $10,000 chart
2025-04-02 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$9,666
Total Return
-3.34%
CAGR
-2.86%
Dividends
$582.86
Yield on Cost
5.83%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.02% |
| Median | +0.07% |
| Best | +15.56% |
| Worst | -18.49% |
| % of Windows Positive | 51.3% |
1-Year (252 Trading Days)
| Average | -5.37% |
| Median | -5.49% |
| Best | +6.37% |
| Worst | -16.72% |
| % of Windows Positive | 28.6% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -22.15% |
| Average Drawdown | -9.72% |
| Drawdown Duration | 181 Trading Days (Unrecovered) |
| Sortino Ratio | 0.03 |
| Calmar Ratio | -0.13 |
| CVaR (5%) | -3.52% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -0.48% (-1.13% ann.) | $47.77 | $215.72 | $43.14 | $0.35 |
| 2025 partial | -2.87% (-3.82% ann.) | $287.12 | $373.33 | $74.66 | $0.61 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | April 2, 2025 – June 3, 2026 | -3.34% | -2.86% | $333.52 | $582.86 | $116.56 | $0.95 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2025-04-30 | $0.1320 | 0.39% |
| 2025-05-30 | $0.1360 | 0.37% |
| 2025-06-30 | $0.1320 | 0.37% |
| 2025-07-31 | $0.1360 | 0.38% |
| 2025-08-29 | $0.1360 | 0.37% |
| 2025-09-30 | $0.1320 | 0.35% |
| 2025-10-31 | $0.1360 | 0.39% |
| 2025-11-28 | $0.1320 | 0.40% |
| 2025-12-31 | $0.1360 | 0.43% |
| 2026-01-30 | $0.1360 | 0.43% |
| 2026-02-27 | $0.1230 | 0.37% |
| 2026-03-31 | $0.1360 | 0.46% |
| 2026-04-30 | $0.1320 | 0.42% |
| 2026-05-29 | $0.1360 | 0.43% |
| Total | 14 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2025-04-02 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2025-04-30 | $40.31 | $8.06 | $0.06 | 0.9158 |
| 2025-05-30 | $41.65 | $8.33 | $0.07 | 0.9101 |
| 2025-06-30 | $40.55 | $8.11 | $0.06 | 0.8935 |
| 2025-07-31 | $41.90 | $8.38 | $0.07 | 0.9873 |
| 2025-08-29 | $42.03 | $8.41 | $0.07 | 0.9222 |
| 2025-09-30 | $40.92 | $8.18 | $0.07 | 0.8679 |
| 2025-10-31 | $42.27 | $8.45 | $0.07 | 0.9826 |
| 2025-11-28 | $41.16 | $8.23 | $0.07 | 1.0056 |
| 2025-12-31 | $42.54 | $8.51 | $0.07 | 1.0979 |
| 2026-01-30 | $42.69 | $8.54 | $0.07 | 1.0842 |
| 2026-02-27 | $38.75 | $7.75 | $0.06 | 0.9276 |
| 2026-03-31 | $42.97 | $8.59 | $0.07 | 1.1329 |
| 2026-04-30 | $41.85 | $8.37 | $0.07 | 1.0601 |
| 2026-05-29 | $43.27 | $8.65 | $0.07 | 1.1054 |
| Total | $582.86 | $116.56 | $0.95 | 13.8930 |
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.