Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GASS (StealthGas Inc.) 33.19% 47.94% 44.02% 24.71% 8.57% 5.19% -1.01%
Data as of 06/10/2026, Common starting date is 10/06/2005
More Performance Analytics Comparison
Name Start Date End Date
GASS (StealthGas Inc.) 10/06/2005 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 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 1.41 47.94 44.02 24.71 8.57 5.19 -1.01 33.19 24.07 -21.67 141.04 27.01 -10.21 -31.49 24.28 -36.70 28.99 -1.46 -45.64 -38.08 28.50 105.44 -51.45 27.40 33.31 -61.33 22.06 -1.83 -8.70
Sharpe Ratio NA 1.58 1.05 0.50 0.15 NA NA 2.87 0.68 -0.68 3.02 0.36 -0.21 -0.51 0.62 -1.17 0.77 -0.03 -1.16 -0.94 0.69 2.91 -1.11 0.58 0.51 -0.71 0.53 -0.18 -1.16
Standard Deviation(%) NA 31.90 40.84 48.31 46.92 NA NA 36.91 31.99 41.85 45.83 70.59 47.85 62.16 36.64 32.45 36.86 55.94 39.25 40.68 41.14 36.62 46.53 46.87 64.83 88.09 35.83 28.72 29.86
Draw Down(%) NA 20.76 44.34 44.34 63.11 NA NA 15.24 20.76 44.34 19.13 41.32 35.08 50.57 28.74 39.47 37.31 46.53 56.84 54.10 28.52 21.52 57.59 36.87 34.78 83.43 28.74 16.82 18.12
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.74 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3.97 5.43 6.37 5.60 0.00
Data as of 06/10/2026, Common starting date is 10/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GASS (StealthGas Inc.) -35.40%
Oct 2013 – Oct 2016
-22.99%
Dec 2013 – Dec 2018
-14.88%
Jul 2007 – Jul 2017
-11.19%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GASS (StealthGas Inc.) 52.97%
Apr 2023 – Apr 2026
28.86%
Apr 2021 – Apr 2026
11.15%
Feb 2016 – Feb 2026
4.23%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return