Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMRE-PD (Costamare Inc) | 4.65% | 15.03% | 12.75% | 10.13% | 12.75% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/08/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMRE-PD (Costamare Inc) | 05/08/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.79 | 15.03 | 12.75 | 10.13 | 12.75 | NA | NA | … | … | 4.65 | 16.02 | 10.16 | 9.56 | 4.02 | 14.28 | 7.33 | 35.31 | -11.48 | 27.32 | 28.54 | -18.36 |
| Sharpe Ratio | NA | 1.03 | 0.89 | 0.72 | 0.56 | NA | NA | … | … | 0.63 | 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 | 12.05 | 10.71 | 10.63 | 19.80 | NA | NA | … | … | 13.69 | 11.18 | 9.51 | 9.92 | 12.30 | 6.39 | 48.65 | 13.13 | 17.56 | 11.02 | 32.16 | 35.63 |
| Draw Down(%) | NA | 4.52 | 5.80 | 7.92 | 46.78 | NA | NA | … | … | 4.52 | 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 | 8.35 | 8.79 | 8.38 | 10.93 | 6.48 | 4.86 | … | … | 3.93 | 8.43 | 8.60 | 8.58 | 8.25 | 8.46 | 8.41 | 9.95 | 8.40 | 9.84 | 11.73 | 3.77 |
Data as of 06/05/2026, Common starting date 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 |
10.59%
Jul 2015 – Jul 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 |
14.92%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart