Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCFBY (Pacific Basin Shipping Ltd ADR) | NA | 8.27% | -2.59% | 31.82% | 12.47% | NA | NA | … | … |
Data as of 08/21/2025, Common starting date is 05/24/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCFBY (Pacific Basin Shipping Ltd ADR) | 05/24/2011 | 08/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.05 | 8.27 | -2.59 | 31.82 | 12.47 | NA | NA | … | … | 42.17 | -33.22 | 10.49 | 23.77 | 109.35 | -8.56 | -10.40 | 8.29 | 24.65 | 49.16 | -44.78 | -41.61 | 25.54 | 45.22 | -32.62 |
| Sharpe Ratio | NA | 0.07 | -0.08 | 0.46 | 0.18 | NA | NA | … | … | 1.04 | -0.47 | 0.12 | 0.37 | 1.90 | -0.11 | -0.28 | 0.25 | 1.30 | 0.69 | -1.05 | -1.27 | 1.08 | 1.09 | -0.89 |
| Standard Deviation(%) | NA | 75.27 | 68.03 | 64.84 | 59.57 | NA | NA | … | … | 68.12 | 78.23 | 56.96 | 61.17 | 57.61 | 82.02 | 42.14 | 27.58 | 18.54 | 71.10 | 42.77 | 32.75 | 23.67 | 41.79 | 53.43 |
| Draw Down(%) | NA | 45.40 | 52.78 | 54.65 | 57.45 | NA | NA | … | … | 20.17 | 46.19 | 36.96 | 48.87 | 40.77 | 43.49 | 22.11 | 25.24 | 5.10 | 37.92 | 48.29 | 42.68 | 9.37 | 32.49 | 40.15 |
| Yield(%) | 0.00 | 4.16 | 5.33 | 38.65 | 9.43 | 3.57 | 2.68 | … | … | 3.12 | 3.72 | 12.87 | 43.21 | 8.90 | 1.31 | 1.91 | 1.36 | 0.00 | 15.58 | 1.59 | 0.91 | 1.14 | 1.63 | 1.08 |
Data as of 08/21/2025, Common starting date is 05/24/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCFBY (Pacific Basin Shipping Ltd ADR) |
-37.56%
Mar 2013 – Mar 2016 |
-19.08%
Jun 2011 – Jun 2016 |
2.81%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCFBY (Pacific Basin Shipping Ltd ADR) |
67.18%
Mar 2020 – Mar 2023 |
40.02%
Aug 2016 – Aug 2021 |
12.38%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart