Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMRE-PD (Costamare Inc) | 8.97% | 10.17% | 9.64% | 12.98% | 10.62% | NA | NA | 10.38% |
Data as of 07/25/2025, AR inception is 05/08/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMRE-PD (Costamare Inc) | 05/08/2015 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 10.17 | 9.64 | 12.98 | 10.62 | NA | NA | 10.38 | 8.97 | 10.16 | 9.56 | 4.02 | 14.28 | 7.33 | 35.31 | -11.48 | 27.32 | 28.54 | -18.36 |
| Sharpe Ratio | NA | 0.66 | 0.59 | 1.11 | 0.39 | NA | NA | 0.39 | 1.18 | 0.69 | 0.60 | 0.21 | 2.23 | 0.14 | 2.58 | -0.74 | 2.43 | 0.88 | -0.75 |
| Standard Deviation(%) | NA | 10.64 | 10.62 | 10.22 | 22.88 | NA | NA | 22.76 | 11.48 | 9.51 | 9.92 | 12.30 | 6.39 | 48.65 | 13.13 | 17.56 | 11.02 | 32.16 | 35.63 |
| Draw Down(%) | NA | 5.80 | 7.79 | 7.92 | 46.78 | NA | NA | 46.78 | 4.58 | 5.80 | 3.88 | 7.92 | 2.45 | 46.78 | 7.95 | 28.40 | 4.70 | 32.08 | 34.28 |
| Yield(%) | 0.00 | 8.37 | 8.43 | 9.94 | 9.23 | 6.03 | 4.53 | 9.05 | 6.32 | 8.60 | 8.58 | 8.25 | 8.46 | 8.41 | 9.95 | 8.40 | 9.84 | 11.73 | 3.77 |
Data as of 07/25/2025, AR inception is 05/08/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMRE-PD (Costamare Inc) |
-1.49%
Mar 2017 - Mar 2020 |
6.98%
Oct 2017 - Oct 2022 |
10.78%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMRE-PD (Costamare Inc) |
24.34%
Feb 2016 - Feb 2019 |
19.41%
Feb 2016 - Feb 2021 |
10.78%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart