Performance analysis of Compass Diversified (CODI-P-B)
Annual Return
Over the past 3 years, CODI-P-B has had an average annual return of +5.83%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, CODI-P-B has had an average annual return of +5.79%, underperforming the benchmark SPY, which returned +14% annual.
Since Mar 6, 2018, CODI-P-B has had an average annual return of +7.33%, underperforming the benchmark SPY, which returned +14.99% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +33.34% | -19.53% | +7.60% | +14.61% | -10.87% | +18.36% | +7.21% | +47.72% | -18.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +14.48% | +3.74% | -5.11% | +15.03% | +2.05% | +0.80% | +33.34% | ||||||
| 2025 | -0.75% | +1.83% | -6.21% | +6.02% | -33.02% | +18.80% | +0.18% | +10.80% | -8.71% | +3.44% | -0.92% | -3.11% | -19.53% |
| 2024 | +3.44% | +4.04% | -2.14% | +2.82% | -2.96% | -0.40% | +4.28% | -1.36% | -1.17% | +2.09% | -3.43% | +2.58% | +7.60% |
| 2023 | +11.11% | -1.32% | +0.04% | -2.18% | +4.12% | +6.05% | -4.85% | +1.22% | -3.19% | +3.66% | +1.48% | -1.37% | +14.61% |
| 2022 | -2.58% | -0.07% | -3.56% | +2.58% | -0.16% | +1.08% | +4.98% | -4.01% | -3.52% | -0.06% | +2.25% | -7.69% | -10.87% |
| 2021 | +1.52% | -0.40% | +0.84% | +3.58% | +0.08% | +1.55% | +2.87% | +1.09% | +2.43% | -0.74% | +1.76% | +2.50% | +18.36% |
| 2020 | +4.61% | -9.67% | -27.16% | +37.26% | -1.03% | +1.21% | +1.23% | +1.08% | +3.62% | +0.17% | +4.54% | +2.04% | +7.21% |
| 2019 | +20.29% | -1.34% | +1.44% | +0.71% | +0.63% | +7.26% | +4.95% | +0.69% | -0.40% | +3.80% | +1.33% | +1.98% | +47.72% |
| 2018 | -4.12% | -9.65% | +6.66% | +3.72% | -1.33% | +3.09% | +0.81% | -3.94% | -10.01% | -4.57% | -18.92% |
Drawdown analysis of Compass Diversified (CODI-P-B)
The maximum drawdown for the CODI-P-B was -45.93%, occurring on May 21, 2025. Recovery took 230 trading sessions.
The current CODI-P-B drawdown is -0.95%.
Since Mar 6, 2018 CODI-P-B has experienced the following drawdowns:
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.93% | Jan 16, 2025 | 86 | May 21, 2025 | 230 | Apr 22, 2026 | 316 |
| -44.32% | Jan 31, 2020 | 35 | Mar 23, 2020 | 166 | Nov 16, 2020 | 201 |
| -25.94% | Mar 6, 2018 | 201 | Dec 20, 2018 | 36 | Feb 13, 2019 | 237 |
| -13.09% | Aug 2, 2022 | 100 | Dec 22, 2022 | 129 | Jun 30, 2023 | 229 |
| -8.35% | Jun 30, 2023 | 60 | Sep 26, 2023 | 84 | Jan 26, 2024 | 144 |
| -7.82% | Feb 15, 2019 | 44 | Apr 22, 2019 | 33 | Jun 7, 2019 | 77 |
| -7.30% | Dec 23, 2021 | 54 | Mar 14, 2022 | 95 | Jul 29, 2022 | 149 |
| -5.87% | Jul 30, 2024 | 101 | Dec 20, 2024 | 16 | Jan 16, 2025 | 117 |
| -4.25% | Mar 20, 2024 | 14 | Apr 10, 2024 | 14 | Apr 30, 2024 | 28 |
| -3.94% | Apr 30, 2024 | 17 | May 23, 2024 | 43 | Jul 26, 2024 | 60 |
| -3.78% | Sep 29, 2021 | 5 | Oct 6, 2021 | 20 | Nov 3, 2021 | 25 |
| -3.70% | Nov 10, 2021 | 9 | Nov 23, 2021 | 6 | Dec 2, 2021 | 15 |
| -3.66% | Apr 23, 2026 | 7 | May 4, 2026 | 12 | May 20, 2026 | 19 |
| -2.80% | Feb 29, 2024 | 10 | Mar 14, 2024 | 4 | Mar 20, 2024 | 14 |
| -2.75% | Jul 12, 2021 | 1 | Jul 13, 2021 | 16 | Aug 4, 2021 | 17 |
| -2.60% | Feb 1, 2024 | 1 | Feb 2, 2024 | 5 | Feb 9, 2024 | 6 |
| -2.57% | Aug 5, 2021 | 3 | Aug 10, 2021 | 27 | Sep 17, 2021 | 30 |
| -2.21% | Nov 5, 2019 | 7 | Nov 14, 2019 | 20 | Dec 13, 2019 | 27 |
| -2.19% | Jan 22, 2021 | 34 | Mar 12, 2021 | 15 | Apr 5, 2021 | 49 |
| -2.03% | Apr 16, 2021 | 18 | May 12, 2021 | 20 | Jun 10, 2021 | 38 |
| -2.00% | Sep 25, 2019 | 4 | Oct 1, 2019 | 9 | Oct 14, 2019 | 13 |
| -1.89% | Nov 18, 2020 | 4 | Nov 24, 2020 | 3 | Nov 30, 2020 | 7 |
| -1.78% | Jun 26, 2019 | 3 | Jul 1, 2019 | 2 | Jul 3, 2019 | 5 |
| -1.76% | Dec 7, 2021 | 5 | Dec 14, 2021 | 6 | Dec 22, 2021 | 11 |
| -1.76% | Jun 24, 2021 | 4 | Jun 30, 2021 | 2 | Jul 2, 2021 | 6 |