Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMRE (Costamare Inc.) | -17.19% | -23.49% | -0.17% | 23.31% | 1.47% | NA | NA | 6.08% |
Data as of 08/01/2025, AR inception is 11/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMRE (Costamare Inc.) | 11/05/2010 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.75 | -23.49 | -0.17 | 23.31 | 1.47 | NA | NA | 6.08 | -17.19 | 28.07 | 17.60 | -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 | -0.58 | -0.09 | 0.50 | 0.00 | NA | NA | 0.11 | -0.56 | 0.77 | 0.37 | -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 | 45.78 | 39.89 | 43.23 | 47.30 | NA | NA | 42.09 | 54.70 | 31.88 | 37.57 | 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 | 54.06 | 57.39 | 57.39 | 70.38 | NA | NA | 77.93 | 46.59 | 26.77 | 27.02 | 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 | 3.28 | 3.91 | 11.98 | 3.35 | 6.26 | 4.70 | 6.71 | 2.56 | 4.31 | 4.92 | 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 08/01/2025, AR inception 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 |
-1.86%
May 2015 - May 2025 |
0.00%
NA |
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 |
33.38%
Jun 2019 - Jun 2024 |
9.90%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart