Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CODI-PA (Compass Diversified) | -21.28% | -24.68% | -4.33% | 2.62% | NA | NA | NA | 3.37% |
Data as of 08/08/2025, AR inception is 06/21/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CODI-PA (Compass Diversified) | 06/21/2017 | 08/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.71 | -24.68 | -4.33 | 2.62 | NA | NA | NA | 3.37 | -21.28 | 9.39 | -1.19 | 4.76 | 10.67 | 7.45 | 54.60 | -21.75 | 1.63 |
| Sharpe Ratio | NA | -0.66 | -0.28 | 0.02 | NA | NA | NA | 0.04 | -0.67 | 0.40 | -0.22 | 0.15 | 1.15 | 0.14 | 2.87 | -1.18 | 0.51 |
| Standard Deviation(%) | NA | 46.67 | 32.16 | 26.86 | NA | NA | NA | 28.73 | 60.69 | 14.55 | 21.95 | 22.89 | 9.29 | 50.23 | 18.52 | 19.71 | 4.54 |
| Draw Down(%) | NA | 53.79 | 53.79 | 53.79 | NA | NA | NA | 53.79 | 53.79 | 9.09 | 14.89 | 17.50 | 3.93 | 47.55 | 8.75 | 32.42 | 3.85 |
| Yield(%) | 0.00 | 7.24 | 7.24 | 8.15 | 5.89 | 3.92 | 2.94 | 7.36 | 5.73 | 7.57 | 7.26 | 6.99 | 7.26 | 7.04 | 9.76 | 7.36 | 2.45 |
Data as of 08/08/2025, AR inception is 06/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CODI-PA (Compass Diversified) |
-10.26%
May 2022 - May 2025 |
-0.22%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CODI-PA (Compass Diversified) |
22.50%
Dec 2018 - Dec 2021 |
14.44%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart