Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCFBF (Pacific Basin Shipping Limited) | 51.06% | 94.21% | 12.59% | 14.36% | 20.40% | 3.72% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCFBF (Pacific Basin Shipping Limited) | 06/26/2008 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 94.21 | 12.59 | 14.36 | 20.40 | 3.72 | NA | … | … | 51.06 | 32.74 | -29.25 | -1.12 | 20.25 | 131.88 | -14.29 | 10.53 | -5.00 | 25.00 | -23.81 | -44.66 | -45.62 | 45.74 | 59.21 | -10.19 | 20.94 | 76.90 | -64.56 |
| Sharpe Ratio | NA | 1.56 | 0.19 | 0.21 | 0.23 | NA | NA | … | … | 2.76 | 0.59 | -0.59 | -0.12 | 0.28 | 2.19 | -0.24 | 0.21 | -0.12 | 0.60 | -0.28 | -0.94 | -1.02 | 1.44 | 1.16 | -0.18 | 0.44 | 1.07 | -0.61 |
| Standard Deviation(%) | NA | 58.76 | 49.77 | 55.51 | 56.58 | NA | NA | … | … | 62.20 | 50.64 | 55.26 | 41.25 | 68.35 | 60.34 | 61.32 | 42.79 | 54.28 | 40.82 | 85.31 | 47.71 | 44.58 | 31.73 | 51.70 | 58.15 | 47.24 | 71.98 | 141.86 |
| Draw Down(%) | NA | 22.86 | 51.72 | 56.21 | 66.67 | NA | NA | … | … | 9.30 | 22.86 | 43.67 | 37.21 | 49.93 | 33.93 | 52.38 | 21.74 | 36.67 | 21.74 | 57.14 | 47.36 | 49.11 | 10.00 | 25.93 | 34.92 | 21.05 | 30.51 | 73.69 |
| Yield(%) | 0.00 | 4.62 | 4.04 | 12.86 | 21.05 | 4.61 | 3.45 | … | … | 2.85 | 4.30 | 3.79 | 11.43 | 35.68 | 10.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.56 | 1.35 | 8.62 | 12.82 | 33.33 | 28.17 | 16.00 | 7.25 |
Data as of 06/03/2026, Common starting date is 06/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCFBF (Pacific Basin Shipping Limited) |
-44.13%
Sep 2013 – Sep 2016 |
-23.28%
Jun 2011 – Jun 2016 |
-11.24%
May 2010 – May 2020 |
-0.32%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCFBF (Pacific Basin Shipping Limited) |
70.23%
May 2020 – May 2023 |
38.64%
Sep 2016 – Sep 2021 |
17.53%
Apr 2016 – Apr 2026 |
8.72%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart