Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CODI-PB (Compass Diversified) | 33.38% | 44.96% | 5.94% | 5.42% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/07/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CODI-PB (Compass Diversified) | 03/07/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 44.96 | 5.94 | 5.42 | NA | NA | NA | … | … | 33.38 | -19.49 | 7.66 | 14.64 | -10.81 | 18.41 | 8.31 | 47.65 | -18.59 |
| Sharpe Ratio | NA | 1.56 | 0.11 | 0.11 | NA | NA | NA | … | … | 4.58 | -0.48 | 0.35 | 0.57 | -0.62 | 1.85 | 0.16 | 2.96 | -1.44 |
| Standard Deviation(%) | NA | 24.91 | 29.98 | 25.83 | NA | NA | NA | … | … | 19.11 | 47.08 | 11.50 | 19.56 | 19.69 | 9.95 | 49.24 | 15.61 | 16.43 |
| Draw Down(%) | NA | 18.12 | 45.90 | 45.90 | NA | NA | NA | … | … | 11.46 | 45.90 | 5.87 | 9.03 | 13.10 | 3.80 | 44.32 | 7.83 | 25.65 |
| Yield(%) | 0.00 | 11.45 | 7.97 | 7.49 | 6.60 | 4.40 | 3.30 | … | … | 5.41 | 8.15 | 7.90 | 8.35 | 7.08 | 7.74 | 8.67 | 10.08 | 4.99 |
Data as of 06/10/2026, Common starting date is 03/07/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CODI-PB (Compass Diversified) |
-8.32%
May 2022 – May 2025 |
0.12%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CODI-PB (Compass Diversified) |
23.72%
Dec 2018 – Dec 2021 |
14.13%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart