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Extra Space Storage EXR

equity

Price History

$5.51$79.25$152.99$226.73
2004-08 · DCA start$13.8

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-72.1%-48.1%-24.0%0.0%
2004-082026-08 · -35.3%

Worst drawdown: −72%, peaking Jan 2007 and bottoming Mar 2009 — 49 months below the prior high before recovering.

DCA Backtest

Invested
$26,500
Value today
$125,481
Return
+373.5%
Months invested
265

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $36,434 today, so the real (inflation-adjusted) return is +244.4%.

Lump sum instead — $26,500 all at once in Aug 2004: $281,822 (+963.5%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Dec 2021): $5,495 on $5,700 invested (-3.6%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2004-08: +373.5%

About Extra Space Storage

Extra Space Storage Inc. is an American real estate investment trust headquartered in Salt Lake City, Utah that invests in self storage facilities. The company rents storage units, including climate controlled units, drive-up units, lockers, boat storage, RV storage and business storage under the brands Extra Space Storage, Life Storage, and Storage Express. As of April 29, 2025 the company owned and/or operated 3,714 locations in 43 states, and Washington, D.C. comprising approximately 2.6 million units 283.4 million square feet of net rentable space. (Wikipedia)

It's a listed company categorised under real estate and self-storage reits, with a market cap of about $31.0B.

It rates Medium-High Risk at 2.4/5, meaning real but ordinary risk — the kind most mainstream assets carry, with some factors scoring poorly.

What pushes the score up: market / volatility (3.3/5) and earnings quality (3.0/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: leverage / financial, concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-High Risk(2.4/5)60% rated

How these ratings work

Market / Volatility3.3/5 · weight 20%
  • Annualised volatility (3yr)3/529.7
  • Max drawdown from ATH4/572.1
  • Beta vs S&P 5003/50.94
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5171.7m
  • Float % of shares outstandingnot yet researched
Leverage / Financialunrated · weight 20%
  • Debt / equitynot yet researched
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality3.0/5 · weight 15%
  • 3yr EPS volatility3/520.4
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory2.0/5 · weight 10%
  • Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.