Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSX (Diana Shipping Inc.) | 43.96% | 53.96% | -9.13% | -0.79% | 4.25% | -6.55% | -2.95% | … | … |
Data as of 06/04/2026, Common starting date is 03/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSX (Diana Shipping Inc.) | 03/18/2005 | 06/04/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.64 | 53.96 | -9.13 | -0.79 | 4.25 | -6.55 | -2.95 | … | … | 43.96 | -11.21 | -28.12 | -11.33 | 32.92 | 123.65 | -46.62 | -2.20 | -21.87 | 34.77 | -30.57 | -35.17 | -49.51 | 82.05 | -2.41 | -35.41 | -16.99 | 13.41 | -50.08 | 118.09 | 38.67 | -19.89 |
| Sharpe Ratio | NA | 1.33 | -0.28 | -0.05 | 0.05 | NA | NA | … | … | 2.65 | -0.32 | -0.98 | -0.41 | 0.52 | 1.79 | -0.66 | -0.10 | -0.56 | 0.64 | -0.32 | -0.85 | -1.43 | 2.04 | -0.07 | -0.98 | -0.47 | 0.19 | -0.61 | 2.02 | 1.27 | -0.70 |
| Standard Deviation(%) | NA | 47.97 | 39.59 | 47.09 | 53.44 | NA | NA | … | … | 51.45 | 44.91 | 32.38 | 36.50 | 60.87 | 69.17 | 70.73 | 37.94 | 41.54 | 53.75 | 95.50 | 41.40 | 34.72 | 40.29 | 36.40 | 36.13 | 36.18 | 70.46 | 83.89 | 57.25 | 27.85 | 38.36 |
| Draw Down(%) | NA | 20.30 | 60.47 | 67.48 | 81.89 | NA | NA | … | … | 18.62 | 32.27 | 42.52 | 29.10 | 40.51 | 35.15 | 64.88 | 31.37 | 40.00 | 41.96 | 54.81 | 55.86 | 53.43 | 18.24 | 36.07 | 45.17 | 31.25 | 39.93 | 78.14 | 37.67 | 22.44 | 28.37 |
| Yield(%) | 0.00 | 2.53 | 6.02 | 9.13 | 7.20 | 1.15 | 3.92 | … | … | 0.60 | 2.04 | 7.97 | 16.35 | 21.91 | 5.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.17 | 13.17 | 11.90 | 6.51 |
Data as of 06/04/2026, Common starting date is 03/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSX (Diana Shipping Inc.) |
-40.48%
Aug 2013 – Aug 2016 |
-30.83%
Jul 2015 – Jul 2020 |
-21.63%
Mar 2010 – Mar 2020 |
-13.20%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSX (Diana Shipping Inc.) |
64.22%
Jul 2020 – Jul 2023 |
19.58%
Oct 2020 – Oct 2025 |
5.30%
Feb 2016 – Feb 2026 |
-3.18%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart