Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CODI (Compass Diversified) | 121.67% | 48.60% | -16.75% | -12.65% | 1.71% | 4.52% | 5.96% | … | … |
Data as of 06/05/2026, Common starting date is 05/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CODI (Compass Diversified) | 05/11/2006 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.26 | 48.60 | -16.75 | -12.65 | 1.71 | 4.52 | 5.96 | … | … | 121.67 | -78.24 | 7.53 | 29.38 | -37.72 | 71.52 | -15.53 | 116.86 | -20.11 | -1.34 | 22.99 | 6.52 | -10.55 | 44.97 | 30.90 | -23.28 | 52.06 | 30.60 | -15.97 | -6.55 | 17.02 |
| Sharpe Ratio | NA | 0.66 | -0.27 | -0.25 | 0.00 | NA | NA | … | … | 8.32 | -0.70 | 0.14 | 0.99 | -0.97 | 2.59 | -0.30 | 4.43 | -0.94 | -0.14 | 1.18 | 0.36 | -0.54 | 2.61 | 1.25 | -0.60 | 1.61 | 0.49 | -0.26 | -0.30 | 1.21 |
| Standard Deviation(%) | NA | 69.66 | 73.80 | 61.32 | 48.43 | NA | NA | … | … | 64.65 | 116.16 | 28.86 | 26.21 | 40.43 | 27.55 | 52.11 | 26.02 | 23.06 | 14.45 | 19.32 | 18.17 | 19.71 | 17.25 | 24.95 | 39.03 | 32.29 | 62.69 | 64.77 | 32.08 | 20.13 |
| Draw Down(%) | NA | 45.93 | 80.32 | 83.30 | 83.30 | NA | NA | … | … | 33.25 | 78.68 | 15.92 | 23.25 | 44.59 | 12.18 | 55.50 | 8.74 | 34.84 | 12.25 | 10.13 | 9.85 | 13.88 | 7.95 | 19.10 | 33.91 | 16.84 | 40.68 | 42.26 | 24.14 | 10.11 |
| Yield(%) | 0.00 | 0.00 | 3.28 | 3.91 | 7.69 | 8.58 | 8.65 | … | … | 0.00 | 2.20 | 4.42 | 5.20 | 3.23 | 11.93 | 5.73 | 11.21 | 8.52 | 7.87 | 9.00 | 8.87 | 7.49 | 9.62 | 11.21 | 7.95 | 10.47 | 11.35 | 9.06 | 6.92 | 2.63 |
Data as of 06/05/2026, Common starting date is 05/11/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CODI (Compass Diversified) |
-33.27%
Dec 2022 – Dec 2025 |
-20.51%
Dec 2020 – Dec 2025 |
-5.57%
Dec 2015 – Dec 2025 |
-1.63%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CODI (Compass Diversified) |
46.46%
Dec 2018 – Dec 2021 |
29.11%
Jun 2009 – Jun 2014 |
18.69%
Jun 2009 – Jun 2019 |
15.71%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart