Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIND (Lindblad Expeditions Holdings, Inc.) | 53.88% | 105.27% | 28.33% | 5.19% | 8.45% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIND (Lindblad Expeditions Holdings, Inc.) | 07/05/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.44 | 105.27 | 28.33 | 5.19 | 8.45 | NA | NA | … | … | 53.88 | 21.75 | 6.57 | 46.36 | -50.64 | -8.88 | 4.71 | 22.96 | 37.49 | 3.60 | -14.94 | 12.45 | 2.70 | -2.34 |
| Sharpe Ratio | NA | 2.42 | 0.55 | 0.06 | 0.11 | NA | NA | … | … | 3.62 | 0.39 | 0.00 | 0.59 | -0.59 | -0.16 | 0.04 | 0.84 | 1.53 | 0.14 | -0.49 | 0.46 | 0.08 | -0.54 |
| Standard Deviation(%) | NA | 47.93 | 57.43 | 66.03 | 61.95 | NA | NA | … | … | 57.82 | 49.22 | 59.81 | 71.58 | 87.96 | 54.48 | 114.39 | 25.80 | 23.66 | 21.92 | 30.94 | 27.23 | 35.09 | 8.65 |
| Draw Down(%) | NA | 23.67 | 50.93 | 68.75 | 83.16 | NA | NA | … | … | 22.49 | 40.98 | 38.33 | 53.00 | 67.03 | 45.03 | 82.48 | 21.05 | 20.16 | 14.54 | 30.64 | 25.25 | 25.14 | 5.94 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIND (Lindblad Expeditions Holdings, Inc.) |
-26.11%
Sep 2019 – Sep 2022 |
-16.23%
Mar 2015 – Mar 2020 |
-4.29%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIND (Lindblad Expeditions Holdings, Inc.) |
34.27%
May 2023 – May 2026 |
17.32%
Mar 2020 – Mar 2025 |
8.66%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart