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
OSG_old (Overseas Shipholding Group Inc) NA -27.05% -15.74% -9.82% 14.41% NA NA
Data as of 11/21/2025, Common starting date is 05/01/2013
More Performance Analytics Comparison
Name Start Date End Date
OSG_old (Overseas Shipholding Group Inc) 05/01/2013 11/21/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -27.05 -15.74 -9.82 14.41 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 11/21/2025, Common starting date is 05/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OSG_old (Overseas Shipholding Group Inc) -25.51%
Apr 2019 – Apr 2022
-16.83%
Apr 2017 – Apr 2022
8.25%
May 2015 – May 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OSG_old (Overseas Shipholding Group Inc) 110.40%
Sep 2015 – Sep 2018
49.35%
Sep 2013 – Sep 2018
16.42%
Jan 2014 – Jan 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return