Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMRE-PC (Costamare Inc) | 5.11% | 14.18% | 12.05% | 9.30% | 12.24% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 08/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMRE-PC (Costamare Inc) | 08/02/2013 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.23 | 14.18 | 12.05 | 9.30 | 12.24 | NA | NA | … | … | 5.11 | 13.47 | 9.92 | 10.10 | 3.87 | 13.23 | 7.64 | 32.33 | -9.41 | 28.20 | 29.26 | -20.57 | 10.17 | 0.49 |
| Sharpe Ratio | NA | 1.24 | 0.89 | 0.66 | 0.53 | NA | NA | … | … | 0.92 | 1.05 | 0.62 | 0.60 | 0.20 | 1.93 | 0.15 | 2.35 | -0.62 | 2.61 | 0.79 | -0.75 | 0.57 | 2.17 |
| Standard Deviation(%) | NA | 9.32 | 9.87 | 10.44 | 19.81 | NA | NA | … | … | 10.10 | 10.12 | 10.17 | 10.84 | 12.18 | 6.85 | 48.39 | 13.15 | 17.60 | 10.59 | 36.82 | 27.41 | 17.96 | 0.53 |
| Draw Down(%) | NA | 3.10 | 5.55 | 9.28 | 48.08 | NA | NA | … | … | 3.10 | 5.55 | 4.87 | 5.10 | 9.28 | 3.05 | 48.08 | 8.17 | 26.56 | 3.16 | 31.21 | 37.27 | 11.50 | 0.00 |
| Yield(%) | 0.00 | 8.25 | 8.61 | 8.09 | 10.52 | 7.04 | 5.28 | … | … | 3.96 | 8.22 | 8.35 | 8.48 | 8.05 | 8.38 | 8.25 | 9.85 | 8.27 | 9.75 | 11.45 | 8.18 | 6.31 | 0.00 |
Data as of 06/12/2026, Common starting date is 08/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMRE-PC (Costamare Inc) |
-1.55%
Mar 2017 – Mar 2020 |
0.59%
Mar 2015 – Mar 2020 |
8.89%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMRE-PC (Costamare Inc) |
23.70%
Feb 2016 – Feb 2019 |
19.43%
Feb 2016 – Feb 2021 |
14.58%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart