Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SB-PD (Safe Bulkers Inc) | 6.55% | 11.00% | 10.18% | 8.86% | 17.36% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/26/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SB-PD (Safe Bulkers Inc) | 06/26/2014 | 06/05/2026 |
| 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 (%) | 0.15 | 11.00 | 10.18 | 8.86 | 17.36 | NA | NA | … | … | 6.55 | 7.02 | 10.36 | 9.26 | 6.16 | 37.06 | -1.10 | 32.40 | -13.43 | 92.84 | 82.67 | -44.23 | -27.49 |
| Sharpe Ratio | NA | 0.75 | 0.75 | 0.67 | 0.65 | NA | NA | … | … | 1.29 | 0.42 | 0.71 | 0.75 | 0.42 | 3.22 | -0.02 | 1.50 | -0.69 | 4.69 | 1.54 | -0.88 | -1.99 |
| Standard Deviation(%) | NA | 8.96 | 9.21 | 9.50 | 25.33 | NA | NA | … | … | 10.69 | 9.83 | 9.43 | 7.55 | 11.26 | 11.52 | 61.13 | 20.65 | 21.57 | 19.75 | 53.37 | 50.27 | 23.34 |
| Draw Down(%) | NA | 3.25 | 5.59 | 9.01 | 52.99 | NA | NA | … | … | 2.88 | 5.59 | 4.51 | 3.15 | 9.01 | 3.96 | 52.99 | 10.22 | 31.31 | 7.99 | 28.11 | 63.17 | 30.30 |
| Yield(%) | 0.00 | 7.90 | 8.13 | 7.92 | 15.70 | 6.32 | 4.74 | … | … | 3.92 | 7.88 | 7.99 | 8.03 | 7.86 | 10.00 | 8.83 | 10.42 | 8.65 | 14.48 | 23.58 | 11.08 | 2.69 |
Data as of 06/05/2026, Common starting date is 06/26/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SB-PD (Safe Bulkers Inc) |
0.48%
Oct 2017 – Oct 2020 |
6.98%
Apr 2015 – Apr 2020 |
10.89%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SB-PD (Safe Bulkers Inc) |
47.57%
Jan 2016 – Jan 2019 |
33.70%
Jan 2016 – Jan 2021 |
22.61%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart