Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
OBCI (Ocean Bio-Chem Inc) NA 19.36% 55.63% 29.77% 21.44% 13.04% 11.97%
Data as of 08/09/2022, Common starting date is 03/27/1981
More Performance Analytics Comparison
Name Start Date End Date
OBCI (Ocean Bio-Chem Inc) 03/27/1981 08/09/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981
Annualized Return (%) 0.39 19.36 55.63 29.77 21.44 13.04 11.97 51.33 -33.73 307.81 0.91 -24.42 15.43 75.70 -52.65 81.53 4.62 10.70 14.97 87.00 42.86 -47.37 -37.56 110.89 -12.17 -37.50 25.17 9.26 97.33 -33.68 -5.00 -9.09 -31.25 -16.00 0.00 0.23 69.23 62.50 220.00 25.00 33.33 -40.00 25.00 100.00 0.00 -71.43 250.00 -33.33 -90.00
Sharpe Ratio NA 0.21 0.65 0.41 0.33 NA NA 0.92 -0.65 2.86 -0.61 -1.14 -0.08 0.63 -1.37 0.99 -0.30 -0.14 -0.05 0.91 0.23 -1.03 -0.46 0.58 -0.27 -0.71 0.06 -0.10 0.54 -0.88 0.15 0.23 -0.82 -0.15 -0.64 0.02 0.56 0.63 2.49 0.27 0.78 -0.60 0.47 1.44 0.00 -0.79 2.36 -0.36 -0.91
Standard Deviation(%) NA 89.67 84.88 70.81 63.86 NA NA 108.03 52.22 106.59 36.91 40.45 46.79 65.79 52.00 63.58 46.86 55.37 75.73 74.82 104.30 64.85 130.74 153.20 124.06 80.98 104.32 100.70 145.41 116.34 129.55 103.60 94.68 91.37 96.61 119.06 123.55 98.98 87.65 91.82 42.75 66.02 53.07 69.18 NA 89.97 105.34 92.14 103.90
Draw Down(%) NA 48.62 68.58 68.58 68.58 NA NA 38.65 42.35 37.38 24.36 31.78 27.08 18.08 62.16 42.99 28.34 33.45 54.14 37.55 35.16 58.67 75.15 46.37 77.19 52.31 52.50 39.26 52.94 77.50 50.00 52.94 47.37 37.78 48.05 35.71 41.18 52.17 20.00 77.78 20.00 58.33 37.50 0.00 0.00 71.43 50.00 50.00 90.00
Yield(%) 0.00 1.26 2.61 2.07 2.67 1.60 1.83 0.88 0.94 2.30 1.51 1.46 1.60 2.84 0.00 2.02 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 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 08/09/2022, Common starting date is 03/27/1981
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OBCI (Ocean Bio-Chem Inc) -50.00%
Jun 1981 – Jun 1984
-31.23%
Apr 1981 – Apr 1986
-11.72%
Nov 1995 – Nov 2005
-8.53%
Apr 1994 – Apr 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OBCI (Ocean Bio-Chem Inc) 128.94%
Jan 1991 – Jan 1994
78.26%
Feb 1989 – Feb 1994
44.90%
May 1985 – May 1995
22.09%
Feb 1985 – Feb 2000
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return