Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CODI-PC (Compass Diversified) | 27.86% | 42.78% | 6.88% | 5.22% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/15/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CODI-PC (Compass Diversified) | 11/15/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.70 | 42.78 | 6.88 | 5.22 | NA | NA | NA | … | … | 27.86 | -19.54 | 7.56 | 18.48 | -8.43 | 13.44 | 8.14 | 4.06 |
| Sharpe Ratio | NA | 1.49 | 0.08 | 0.11 | NA | NA | NA | … | … | 3.89 | -0.45 | 0.38 | 0.95 | -0.71 | 1.52 | 0.18 | 5.78 |
| Standard Deviation(%) | NA | 24.93 | 30.75 | 25.23 | NA | NA | NA | … | … | 18.51 | 49.48 | 10.39 | 15.77 | 13.96 | 8.84 | 44.20 | 6.67 |
| Draw Down(%) | NA | 19.09 | 48.50 | 48.50 | NA | NA | NA | … | … | 10.57 | 48.50 | 6.28 | 8.59 | 12.44 | 3.58 | 40.78 | 1.51 |
| Yield(%) | 0.00 | 11.51 | 8.37 | 7.57 | 5.15 | 3.43 | 2.57 | … | … | 5.35 | 8.08 | 7.88 | 8.54 | 7.33 | 7.72 | 7.21 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/15/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CODI-PC (Compass Diversified) |
-7.72%
May 2022 – May 2025 |
0.10%
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-PC (Compass Diversified) |
21.54%
Mar 2020 – Mar 2023 |
14.32%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart