Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSX-PB (Diana Shipping Inc) | 9.22% | 11.04% | 11.10% | 9.95% | 15.21% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/13/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSX-PB (Diana Shipping Inc) | 02/13/2014 | 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 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.55 | 11.04 | 11.10 | 9.95 | 15.21 | NA | NA | … | … | 9.22 | 7.83 | 11.64 | 10.58 | 4.49 | 14.60 | 7.20 | 19.73 | 2.68 | 67.60 | 32.99 | -34.89 | 1.98 |
| Sharpe Ratio | NA | 0.70 | 0.62 | 0.61 | 0.46 | NA | NA | … | … | 1.83 | 0.34 | 0.72 | 0.57 | 0.24 | 1.57 | 0.08 | 1.54 | 0.07 | 3.40 | 0.54 | -0.86 | 0.15 |
| Standard Deviation(%) | NA | 13.85 | 12.50 | 12.06 | 31.04 | NA | NA | … | … | 10.44 | 14.51 | 11.14 | 12.35 | 12.93 | 9.29 | 85.05 | 11.89 | 19.33 | 19.81 | 60.30 | 40.52 | 14.66 |
| Draw Down(%) | NA | 7.40 | 7.40 | 9.06 | 53.10 | NA | NA | … | … | 2.35 | 7.40 | 6.41 | 4.92 | 9.06 | 2.42 | 53.10 | 6.54 | 17.53 | 6.63 | 32.02 | 55.88 | 13.11 |
| Yield(%) | 0.00 | 8.37 | 8.71 | 8.59 | 13.55 | 7.20 | 5.40 | … | … | 4.29 | 8.42 | 8.72 | 8.81 | 8.45 | 8.87 | 8.70 | 9.38 | 8.88 | 12.76 | 15.17 | 8.91 | 5.94 |
Data as of 06/10/2026, Common starting date is 02/13/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSX-PB (Diana Shipping Inc) |
0.59%
Mar 2017 – Mar 2020 |
2.19%
Mar 2015 – Mar 2020 |
9.82%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSX-PB (Diana Shipping Inc) |
42.72%
Feb 2016 – Feb 2019 |
30.76%
Feb 2016 – Feb 2021 |
20.11%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart