Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMRE-PB (Costamare Inc) | 6.38% | 12.61% | 11.29% | 8.37% | 11.21% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMRE-PB (Costamare Inc) | 08/02/2013 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 12.61 | 11.29 | 8.37 | 11.21 | NA | NA | … | … | 6.38 | 7.19 | 11.14 | 15.57 | -3.16 | 11.52 | 7.86 | 36.04 | -12.61 | 33.83 | 31.18 | -23.55 | 14.70 | -5.29 |
| Sharpe Ratio | NA | 0.92 | 0.67 | 0.49 | 0.45 | NA | NA | … | … | 1.37 | 0.40 | 0.66 | 0.92 | -0.34 | 1.19 | 0.15 | 2.35 | -0.73 | 2.19 | 0.80 | -0.76 | 1.14 | -0.65 |
| Standard Deviation(%) | NA | 10.88 | 11.59 | 12.09 | 21.52 | NA | NA | … | … | 10.93 | 10.94 | 11.32 | 13.06 | 13.73 | 9.65 | 49.65 | 14.69 | 19.36 | 15.20 | 38.73 | 31.17 | 12.91 | 18.91 |
| Draw Down(%) | NA | 5.20 | 6.93 | 11.73 | 50.93 | NA | NA | … | … | 2.36 | 5.20 | 4.88 | 6.93 | 11.73 | 4.90 | 50.93 | 7.11 | 24.08 | 4.86 | 28.76 | 38.77 | 5.68 | 9.41 |
| Yield(%) | 0.00 | 7.63 | 8.03 | 7.47 | 9.57 | 6.58 | 4.93 | … | … | 3.72 | 7.46 | 7.67 | 8.17 | 7.31 | 7.60 | 7.55 | 9.16 | 7.66 | 8.96 | 11.29 | 7.79 | 8.42 | 1.50 |
Data as of 06/04/2026, Common starting date is 08/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMRE-PB (Costamare Inc) |
-2.00%
Mar 2017 – Mar 2020 |
-0.53%
Mar 2015 – Mar 2020 |
8.30%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMRE-PB (Costamare Inc) |
23.47%
Mar 2020 – Mar 2023 |
18.56%
Feb 2016 – Feb 2021 |
13.35%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart