Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMRE (Costamare Inc.) | 2.70% | 86.37% | 28.42% | 11.42% | 10.67% | 6.05% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMRE (Costamare Inc.) | 11/05/2010 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.97 | 86.37 | 28.42 | 11.42 | 10.67 | 6.05 | NA | … | … | 2.70 | 27.80 | 26.86 | 16.53 | -21.34 | 59.09 | -7.29 | 132.81 | -19.17 | 11.34 | -39.76 | -36.70 | 3.15 | 40.11 | 6.03 | 4.74 | 23.06 |
| Sharpe Ratio | NA | 2.64 | 0.65 | 0.24 | 0.20 | NA | NA | … | … | -0.16 | 0.55 | 0.73 | 0.35 | -0.52 | 1.39 | -0.10 | 4.00 | -0.59 | 0.25 | -0.64 | -1.01 | 0.12 | 1.57 | 0.20 | 0.16 | 10.41 |
| Standard Deviation(%) | NA | 32.47 | 39.03 | 40.16 | 45.41 | NA | NA | … | … | 35.11 | 45.72 | 31.92 | 37.59 | 44.36 | 42.55 | 73.64 | 32.87 | 34.96 | 43.55 | 62.57 | 36.45 | 26.54 | 25.45 | 30.89 | 29.36 | 28.43 |
| Draw Down(%) | NA | 14.61 | 57.81 | 57.81 | 66.54 | NA | NA | … | … | 13.56 | 46.90 | 27.07 | 27.24 | 47.91 | 31.17 | 66.54 | 19.19 | 47.48 | 28.02 | 44.36 | 55.08 | 26.56 | 13.90 | 20.57 | 35.28 | 8.51 |
| Yield(%) | 0.00 | 5.22 | 4.59 | 4.43 | 4.83 | 4.22 | 4.73 | … | … | 1.47 | 3.01 | 3.20 | 3.97 | 7.48 | 5.23 | 4.17 | 8.68 | 6.64 | 8.28 | 10.08 | 6.53 | 7.75 | 7.48 | 7.43 | 7.09 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMRE (Costamare Inc.) |
-30.02%
Jan 2014 – Jan 2017 |
-20.24%
Jun 2014 – Jun 2019 |
-2.10%
May 2015 – May 2025 |
5.59%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMRE (Costamare Inc.) |
56.92%
Mar 2019 – Mar 2022 |
32.99%
Jun 2019 – Jun 2024 |
15.35%
Feb 2016 – Feb 2026 |
7.13%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart