Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SB-PC (Safe Bulkers Inc) | 5.78% | 10.37% | 10.13% | 9.00% | 16.65% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/05/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SB-PC (Safe Bulkers Inc) | 05/05/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 10.37 | 10.13 | 9.00 | 16.65 | NA | NA | … | … | 5.78 | 9.03 | 9.76 | 9.42 | 5.76 | 39.59 | -2.57 | 34.75 | -16.42 | 90.96 | 87.07 | -43.33 | -28.14 |
| Sharpe Ratio | NA | 1.01 | 0.84 | 0.72 | 0.68 | NA | NA | … | … | 1.75 | 0.68 | 0.72 | 0.57 | 0.38 | 3.58 | -0.05 | 1.38 | -0.75 | 4.51 | 1.77 | -0.81 | -1.72 |
| Standard Deviation(%) | NA | 9.13 | 8.93 | 9.42 | 23.66 | NA | NA | … | … | 8.54 | 9.11 | 8.47 | 10.23 | 11.34 | 11.05 | 52.10 | 24.19 | 23.79 | 20.15 | 49.02 | 53.26 | 22.87 |
| Draw Down(%) | NA | 3.55 | 3.55 | 8.68 | 49.93 | NA | NA | … | … | 2.09 | 3.55 | 2.34 | 3.88 | 8.68 | 3.17 | 49.93 | 10.42 | 28.86 | 8.47 | 22.53 | 63.03 | 32.09 |
| Yield(%) | 0.00 | 7.82 | 8.08 | 7.94 | 14.71 | 6.38 | 4.78 | … | … | 3.89 | 7.91 | 7.97 | 8.05 | 7.88 | 9.96 | 8.77 | 10.53 | 8.58 | 14.47 | 23.48 | 11.45 | 3.87 |
Data as of 06/04/2026, Common starting date is 05/05/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SB-PC (Safe Bulkers Inc) |
0.48%
Oct 2017 – Oct 2020 |
5.73%
Mar 2015 – Mar 2020 |
10.54%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SB-PC (Safe Bulkers Inc) |
47.87%
Jan 2016 – Jan 2019 |
33.19%
Jan 2016 – Jan 2021 |
22.48%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart