Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCLH (Norwegian Cruise Line Holdings Ltd.) | -15.99% | -3.10% | 5.04% | -10.75% | -8.46% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCLH (Norwegian Cruise Line Holdings Ltd.) | 01/18/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.24 | -3.10 | 5.04 | -10.75 | -8.46 | NA | NA | … | … | -15.99 | -11.35 | 28.49 | 63.73 | -40.98 | -18.44 | -56.46 | 37.79 | -20.39 | 25.21 | -27.42 | 25.32 | 31.83 | 43.08 |
| Sharpe Ratio | NA | -0.11 | 0.03 | -0.22 | -0.16 | NA | NA | … | … | -0.58 | -0.27 | 0.44 | 1.22 | -0.56 | -0.33 | -0.42 | 1.49 | -0.76 | 0.98 | -0.65 | 0.84 | 1.21 | 1.77 |
| Standard Deviation(%) | NA | 52.98 | 52.35 | 57.68 | 62.48 | NA | NA | … | … | 62.15 | 52.70 | 50.30 | 49.20 | 75.30 | 55.92 | 133.68 | 24.37 | 28.72 | 25.09 | 42.59 | 29.96 | 26.39 | 25.90 |
| Draw Down(%) | NA | 45.10 | 49.12 | 69.21 | 87.25 | NA | NA | … | … | 40.89 | 46.68 | 30.46 | 43.34 | 56.24 | 47.23 | 86.97 | 22.68 | 35.09 | 13.82 | 41.30 | 14.79 | 19.67 | 12.07 |
| Yield(%) | 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCLH (Norwegian Cruise Line Holdings Ltd.) |
-40.81%
Jun 2019 – Jun 2022 |
-27.31%
Mar 2015 – Mar 2020 |
-10.73%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCLH (Norwegian Cruise Line Holdings Ltd.) |
29.43%
Sep 2022 – Sep 2025 |
13.38%
Jul 2020 – Jul 2025 |
-3.12%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart