Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPLP (Capital Product Partners LP) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | NA | … | … |
Data as of 08/29/2024, Common starting date is 03/30/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPLP (Capital Product Partners LP) | 03/30/2007 | 08/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | … | … | -100.00 | 8.70 | -11.81 | 105.35 | -33.26 | 2.07 | -30.94 | 15.66 | -34.29 | -22.57 | -16.21 | 76.97 | 20.84 | -29.53 | 18.95 | 49.79 | -64.59 | -4.92 |
| Sharpe Ratio | NA | 0.55 | 0.42 | 0.34 | -0.19 | NA | NA | … | … | 0.93 | 0.18 | -0.34 | 2.76 | -0.51 | 0.01 | -1.34 | 0.66 | -0.55 | -0.56 | -0.51 | 2.82 | 0.62 | -0.58 | 0.63 | 0.86 | -0.86 | -0.28 |
| Standard Deviation(%) | NA | 30.50 | 34.16 | 42.10 | 42.78 | NA | NA | … | … | 33.41 | 24.98 | 39.35 | 38.12 | 65.81 | 48.14 | 24.13 | 22.77 | 62.32 | 40.45 | 32.10 | 27.24 | 33.83 | 50.68 | 30.01 | 57.59 | 75.96 | 32.77 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 18.69 | 30.27 | 18.36 | 61.15 | 38.30 | 36.25 | 17.75 | 51.95 | 44.39 | 38.44 | 15.30 | 24.04 | 54.59 | 26.29 | 45.29 | 74.12 | 32.16 |
| Yield(%) | 0.00 | 4.12 | 4.69 | 6.08 | 2.63 | 6.64 | 2.34 | … | … | 3.14 | 4.42 | 3.77 | 4.86 | 6.67 | 8.14 | 9.33 | 10.13 | 8.84 | 11.84 | 9.00 | 13.69 | 14.52 | 9.70 | 11.73 | 26.09 | 8.85 | 2.80 |
Data as of 08/29/2024, Common starting date is 03/30/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPLP (Capital Product Partners LP) |
-33.22%
Jul 2017 – Jul 2020 |
-29.29%
Jul 2015 – Jul 2020 |
-12.33%
Jul 2010 – Jul 2020 |
-6.98%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPLP (Capital Product Partners LP) |
45.57%
Jul 2020 – Jul 2023 |
23.98%
Feb 2009 – Feb 2014 |
0.54%
Feb 2009 – Feb 2019 |
3.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart