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Performance Comparison
Comparison Box

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