Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVGS (Navigator Holdings Ltd.) | 26.67% | 56.79% | 20.36% | 16.88% | 5.13% | -1.90% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVGS (Navigator Holdings Ltd.) | 01/09/2007 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 56.79 | 20.36 | 16.88 | 5.13 | -1.90 | NA | … | … | 26.67 | 14.44 | 6.79 | 22.52 | 34.84 | -19.00 | -18.71 | 43.30 | -4.57 | 5.91 | -31.87 | -35.19 | -21.83 | -23.03 | 23.89 | 76.56 | -20.00 | -46.31 | -1.97 | 28.25 |
| Sharpe Ratio | NA | 1.92 | 0.61 | 0.42 | 0.07 | NA | NA | … | … | 2.13 | 0.38 | 0.13 | 0.66 | 0.67 | -0.41 | -0.22 | 1.34 | -0.16 | 0.09 | -0.64 | -0.86 | -0.49 | -0.21 | 0.83 | 3.05 | -0.43 | -0.39 | -0.42 | 1.89 |
| Standard Deviation(%) | NA | 28.16 | 27.86 | 35.75 | 46.99 | NA | NA | … | … | 33.31 | 30.55 | 25.28 | 28.90 | 49.88 | 46.48 | 86.16 | 31.23 | 36.42 | 56.26 | 50.27 | 40.82 | 44.15 | 112.09 | 29.12 | 25.07 | 46.24 | 119.49 | 6.98 | 13.68 |
| Draw Down(%) | NA | 15.15 | 38.88 | 38.88 | 73.33 | NA | NA | … | … | 15.15 | 35.95 | 17.69 | 15.14 | 32.49 | 32.22 | 71.74 | 20.09 | 33.06 | 50.86 | 62.72 | 47.01 | 51.56 | 66.67 | 15.00 | 10.74 | 36.25 | 67.79 | 5.54 | 3.85 |
| Yield(%) | 0.00 | 1.85 | 1.69 | 1.27 | 0.48 | 0.15 | 0.11 | … | … | 0.81 | 1.37 | 1.31 | 0.87 | 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 01/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVGS (Navigator Holdings Ltd.) |
-48.21%
Sep 2013 – Sep 2016 |
-27.27%
Oct 2013 – Oct 2018 |
-15.10%
May 2007 – May 2017 |
-7.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVGS (Navigator Holdings Ltd.) |
52.18%
Oct 2010 – Oct 2013 |
25.01%
Mar 2020 – Mar 2025 |
4.95%
May 2016 – May 2026 |
1.42%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart