Extra Space Storage Inc. (EXR) Total Return:3.89%(TTM)
Over the latest trailing 12-month period, Extra Space Storage Inc. (EXR)'s total return cagr is +3.89%. The comparable SPY value is +26.75%. Year-to-date total return is +14.15%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EXR
$288,879
(28.9x return)
Invested on Aug 12, 2004
Growth of $10,000 in SPY (S&P 500)
$104,740
(10.5x return)
Invested on Aug 12, 2004
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+14.2%
1-Year Total Return
+3.9%
Current Dividend Yield
4.46%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (0.8%) | +3.9% | +4.7% |
| 3 Years | +0.0% | +4.5% | +4.4% |
| 5 Years | (1.8%) | +2.2% | +4.0% |
| 10 Years | +5.3% | +9.3% | +4.1% |
| 15 Years | +14.2% | +18.3% | +4.1% |
| 20 Years | +12.0% | +16.6% | +4.5% |
About Extra Space Storage Inc.
Extra Space Storage Inc., a prominent, self-administered and self-managed real estate investment trust (REIT), is headquartered in Salt Lake City, Utah, and holds a distinguished place as a member of the S&P 500 index. As of September 30, 2020, its expansive portfolio encompassed 1,906 self-storage facilities, with operations spanning 40 U.S. states, Washington, D.C., and Puerto Rico. Collectively, these facilities offer roughly 1.4 million individual storage units, totaling approximately 147.5 million square feet of rentable area. Extra Space Storage caters to diverse customer needs by providing a wide array of secure and conveniently located storage solutions nationwide. This includes specialized options for vehicles like boats and RVs, as well as dedicated business storage. Notably, it holds the position of the second-largest owner and operator of self-storage facilities throughout the U.S., and stands as the nation's largest self-storage management company.
- Sector
- Real Estate
- Industry
- REIT - Industrial
- CEO
- Joseph Daniel Margolis