Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CODI-PA (Compass Diversified) | 32.09% | 42.02% | 3.71% | 3.08% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/21/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CODI-PA (Compass Diversified) | 06/21/2017 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.95 | 42.02 | 3.71 | 3.08 | NA | NA | NA | … | … | 32.09 | -25.36 | 9.39 | -1.19 | 4.76 | 10.67 | 7.45 | 54.60 | -21.75 | 1.63 |
| Sharpe Ratio | NA | 1.02 | 0.02 | 0.03 | NA | NA | NA | … | … | 3.39 | -0.53 | 0.40 | -0.22 | 0.15 | 1.15 | 0.14 | 2.87 | -1.18 | 0.51 |
| Standard Deviation(%) | NA | 34.76 | 34.75 | 29.69 | NA | NA | NA | … | … | 26.51 | 53.43 | 14.55 | 21.95 | 22.89 | 9.29 | 50.23 | 18.52 | 19.71 | 4.54 |
| Draw Down(%) | NA | 23.62 | 53.79 | 53.79 | NA | NA | NA | … | … | 12.06 | 53.79 | 9.09 | 14.89 | 17.50 | 3.93 | 47.55 | 8.75 | 32.42 | 3.85 |
| Yield(%) | 0.00 | 11.57 | 7.79 | 7.03 | 6.43 | 4.29 | 3.22 | … | … | 5.64 | 7.64 | 7.57 | 7.26 | 6.99 | 7.26 | 7.04 | 9.76 | 7.36 | 2.45 |
Data as of 06/10/2026, Common starting date is 06/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CODI-PA (Compass Diversified) |
-10.26%
May 2022 – May 2025 |
-1.33%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CODI-PA (Compass Diversified) |
22.50%
Dec 2018 – Dec 2021 |
14.44%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart