SmartStop Self Storage REIT (SMA) Total Return Calculator
$10,000 since Apr 2025, with and without reinvesting · data through Oct 2026
Since Apr 2025, $10,000 became $11,171 reinvested (7.7% a year), or $11,081 taking the dividends as cash, $686 of it paid out along the way.
SMA became
$11,171
S&P 500: $13,854
Return a year
7.7%
S&P 500: 24.3%
Payouts reinvested
$709
bought more shares
Worst drop
-17.5%
S&P 500: -5.8%
$10,000, Apr 2025 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SMA total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +23.0% | $401 | +11.7% |
| 2025 (part) | −9.2% | $308 | +24.0% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SMA total return
Data as of · Source: SmarterDividends data
- $10,000 invested in SmartStop Self Storage REIT (SMA) at the end of Apr 2025, with dividends reinvested, was worth $11,171 at the end of Oct 2026: 7.7% a year, against $13,854 (24.3% a year) in the S&P 500.
- Taking SMA's dividends as cash instead of reinvesting them, the same $10,000 ended at $11,081, including $686 of cash received; reinvesting added $90.
Cite this page
SmarterDividends, "SmartStop Self Storage REIT (SMA) Total Return Calculator," updated Nov 10, 2026, https://smarterdividends.com/stocks/SMA/total-return
SMA total return questions
What is SMA's total return since Apr 2025?
12% in total, or 7.7% a year, through Oct 2026 with dividends reinvested. The share price alone rose 4%.
How much of SMA's return came from dividends?
About 66% of its yearly return since Apr 2025. Reinvesting them, rather than taking cash, left you $90 better off on a $10,000 start.
What was SMA's worst year?
Not enough full years on record yet.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.