Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSG (Overseas Shipholding Group Inc) | NA | 180.19% | 519.19% | 150.97% | 54.32% | 44.02% | 33.30% | … | … |
Data as of 03/24/2015, Common starting date is 12/31/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSG (Overseas Shipholding Group Inc) | 12/31/1987 | 03/24/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 82.26 | 180.19 | 519.19 | 150.97 | 54.32 | 44.02 | 33.30 | … | … | 152.45 | 6.91 | 683.53 | 1,370.04 | -62.94 | -15.78 | 9.83 | -42.03 | 34.30 | 13.56 | -7.59 | 64.90 | 96.41 | -17.93 | 0.31 | 59.24 | -3.56 | -24.05 | 32.10 | -7.46 | -14.90 | 0.22 | 40.60 | -8.25 | 24.27 | -25.87 | 6.95 | 63.41 | 0.00 |
| Sharpe Ratio | NA | 2.66 | 2.83 | 1.02 | 0.48 | NA | NA | … | … | 48.43 | 0.23 | 3.67 | 5.54 | -1.01 | -0.34 | 0.14 | -0.58 | 0.83 | 0.44 | -0.31 | 1.76 | 3.39 | -0.49 | -0.05 | 1.28 | -0.16 | -0.67 | 0.86 | -0.40 | -0.76 | -0.09 | 1.57 | -0.36 | 0.71 | -0.99 | 0.04 | 2.08 | NA |
| Standard Deviation(%) | NA | 67.68 | 183.95 | 148.51 | 111.83 | NA | NA | … | … | 131.18 | 30.51 | 186.03 | 253.25 | 62.05 | 46.11 | 69.68 | 74.19 | 37.92 | 23.24 | 31.77 | 36.31 | 28.27 | 39.05 | 40.32 | 43.20 | 43.29 | 41.12 | 33.02 | 27.09 | 24.77 | 30.10 | 24.50 | 29.04 | 28.71 | 31.28 | 30.16 | 28.10 | 0.00 |
| Draw Down(%) | NA | 19.32 | 24.82 | 79.59 | 86.83 | NA | NA | … | … | 4.63 | 24.08 | 14.89 | 24.39 | 71.71 | 38.60 | 53.81 | 65.48 | 34.37 | 18.58 | 30.63 | 17.48 | 24.02 | 37.91 | 46.03 | 32.64 | 34.98 | 38.33 | 20.65 | 19.66 | 25.97 | 32.90 | 12.08 | 34.28 | 20.65 | 53.76 | 24.71 | 14.07 | 0.00 |
| Yield(%) | 0.00 | 271.65 | 244.48 | 45.66 | 16.49 | 31.07 | 26.66 | … | … | 0.00 | 261.65 | 261.88 | 238.59 | 37.74 | 3.87 | 3.93 | 2.03 | 1.98 | 1.76 | 1.35 | 2.03 | 3.50 | 2.74 | 2.65 | 4.25 | 3.57 | 2.80 | 3.53 | 3.12 | 2.65 | 2.47 | 3.53 | 3.06 | 3.44 | 2.25 | 1.94 | 2.29 | 0.00 |
Data as of 03/24/2015, Common starting date is 12/31/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSG (Overseas Shipholding Group Inc) |
-34.95%
Sep 2008 – Sep 2011 |
-24.75%
Oct 2006 – Oct 2011 |
-3.88%
Oct 2001 – Oct 2011 |
0.94%
Oct 1996 – Oct 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSG (Overseas Shipholding Group Inc) |
398.54%
Feb 2012 – Feb 2015 |
136.54%
Mar 2009 – Mar 2014 |
55.06%
May 2003 – May 2013 |
41.75%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart