Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBLK (Star Bulk Carriers Corp.) | 43.50% | 72.36% | 20.83% | 20.24% | 9.17% | 0.30% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBLK (Star Bulk Carriers Corp.) | 12/03/2007 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 72.36 | 20.83 | 20.24 | 9.17 | 0.30 | NA | … | … | 43.50 | 30.76 | -21.04 | 19.24 | 8.50 | 184.69 | -24.80 | 29.80 | -18.83 | 120.35 | -66.52 | -90.70 | -50.79 | 115.70 | 641.20 | -62.56 | 1.74 | 13.71 | -75.78 | -16.23 |
| Sharpe Ratio | NA | 2.41 | 0.63 | 0.39 | 0.11 | NA | NA | … | … | 4.27 | 0.79 | -0.85 | 0.45 | 0.12 | 2.80 | -0.37 | 0.55 | -0.48 | 1.89 | -0.36 | -1.31 | -0.92 | 2.16 | 2.41 | -1.37 | 0.05 | 0.15 | -0.90 | -2.36 |
| Standard Deviation(%) | NA | 29.20 | 31.83 | 43.50 | 72.97 | NA | NA | … | … | 33.14 | 35.40 | 29.04 | 34.79 | 60.31 | 65.95 | 66.93 | 51.24 | 42.68 | 63.53 | 186.24 | 69.01 | 55.03 | 53.54 | 271.07 | 45.65 | 32.37 | 90.67 | 85.26 | 39.21 |
| Draw Down(%) | NA | 17.49 | 48.44 | 48.44 | 86.86 | NA | NA | … | … | 17.49 | 26.18 | 40.48 | 30.11 | 43.56 | 28.85 | 66.62 | 38.61 | 46.00 | 40.79 | 89.97 | 91.46 | 63.85 | 30.40 | 55.73 | 64.57 | 27.33 | 63.77 | 85.33 | 19.16 |
| Yield(%) | 0.00 | 3.58 | 7.34 | 13.97 | 33.56 | 1.02 | 0.56 | … | … | 1.91 | 1.94 | 11.96 | 8.50 | 27.52 | 25.40 | 0.44 | 0.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.84 | 7.38 | 6.94 | 3.51 | 8.02 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBLK (Star Bulk Carriers Corp.) |
-75.16%
Dec 2013 – Dec 2016 |
-55.00%
Mar 2014 – Mar 2019 |
-24.65%
May 2008 – May 2018 |
-13.55%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBLK (Star Bulk Carriers Corp.) |
122.48%
Aug 2011 – Aug 2014 |
61.93%
Feb 2009 – Feb 2014 |
14.46%
Jan 2016 – Jan 2026 |
1.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart