Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SB (Safe Bulkers, Inc.) | 35.89% | 75.65% | 29.28% | 16.80% | 21.30% | 1.85% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SB (Safe Bulkers, Inc.) | 05/29/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.00 | 75.65 | 29.28 | 16.80 | 21.30 | 1.85 | NA | … | … | 35.89 | 41.65 | -5.15 | 42.94 | -18.68 | 190.00 | -23.53 | -4.49 | -44.89 | 180.87 | 41.98 | -79.04 | -61.36 | 221.29 | -39.14 | -26.83 | 9.10 | 42.49 | -60.57 |
| Sharpe Ratio | NA | 2.24 | 0.80 | 0.34 | 0.38 | NA | NA | … | … | 2.85 | 1.14 | -0.28 | 1.21 | -0.40 | 2.63 | -0.32 | -0.10 | -0.93 | 2.71 | 0.41 | -1.15 | -1.14 | 5.02 | -0.90 | -0.76 | 0.25 | 0.48 | -0.65 |
| Standard Deviation(%) | NA | 32.62 | 32.38 | 42.12 | 55.27 | NA | NA | … | … | 35.82 | 34.05 | 31.70 | 32.89 | 50.93 | 72.24 | 74.37 | 59.51 | 49.78 | 67.00 | 103.09 | 68.77 | 53.76 | 44.05 | 43.80 | 35.56 | 36.02 | 88.02 | 121.83 |
| Draw Down(%) | NA | 14.73 | 49.71 | 52.55 | 78.46 | NA | NA | … | … | 14.73 | 20.78 | 43.38 | 19.82 | 51.33 | 35.61 | 51.72 | 35.41 | 56.67 | 29.57 | 62.96 | 79.51 | 65.49 | 14.75 | 54.97 | 38.63 | 24.07 | 66.99 | 81.00 |
| Yield(%) | 0.00 | 5.18 | 5.36 | 4.62 | 7.33 | 1.90 | 1.12 | … | … | 1.04 | 5.46 | 5.06 | 6.99 | 5.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.04 | 2.16 | 5.85 | 8.04 | 6.76 | 6.70 | 7.79 | 3.29 |
Data as of 06/05/2026, Common starting date is 05/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SB (Safe Bulkers, Inc.) |
-51.37%
Dec 2013 – Dec 2016 |
-41.96%
Jan 2011 – Jan 2016 |
-18.08%
Oct 2010 – Oct 2020 |
-7.62%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SB (Safe Bulkers, Inc.) |
57.12%
Oct 2020 – Oct 2023 |
44.85%
Oct 2020 – Oct 2025 |
31.83%
Jan 2016 – Jan 2026 |
6.46%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart