Performance analysis of Compass Diversified (CODI)
Annual Return
Over the past 3 years, CODI has had an average annual return of -20.65%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, CODI has had an average annual return of -13.04%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, CODI has had an average annual return of +1.01%, underperforming the benchmark SPY, which returned +15.04% annual.
Since May 18, 2006, CODI has had an average annual return of +5.92%, underperforming the benchmark SPY, which returned +11.25% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +113.23% | -78.64% | +7.51% | +29.49% | -37.70% | +71.63% | -15.50% | +117.03% | -20.06% | +2.78% | +23.04% | +6.49% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| -10.60% | +45.04% | +30.95% | -23.23% | +52.24% | +30.33% | -16.31% | -6.55% | +18.04% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +36.88% | +14% | +4.94% | +50.25% | -3.90% | -6.08% | -3.99% | +113.23% | |||||
| 2025 | -6.86% | +3.01% | -14.71% | -6.54% | -60.91% | -6.55% | +1.75% | +17.37% | -11.73% | -3.63% | +15.37% | -34.78% | -78.64% |
| 2024 | -0.45% | +4.12% | +4.65% | -7.69% | +3.60% | -3.82% | +11.09% | -7.94% | -0.09% | -0.83% | +9.22% | -2.62% | +7.51% |
| 2023 | +23.94% | -2.46% | -12.36% | +1.21% | +2.94% | +10.55% | +5.05% | -8.34% | -9.10% | -7.20% | +17.40% | +11.30% | +29.49% |
| 2022 | -16.99% | -5.56% | +0.04% | -7.06% | +3.75% | -5.56% | +13.91% | -13.55% | -13.42% | +19.44% | -8.08% | -6.80% | -37.70% |
| 2021 | +7.71% | +14.81% | -2.12% | +11.50% | +2.01% | -1.73% | -0.67% | +17.53% | -1.05% | +7.22% | -3.48% | +6.14% | +71.63% |
| 2020 | -4.96% | -21.30% | -26.90% | +53.39% | -15.53% | +1.59% | -5.52% | +9.72% | +8.92% | -7.56% | +13.19% | -0.61% | -15.50% |
| 2019 | +24.59% | +4.03% | -0.32% | +7.76% | -5.98% | +22.89% | +2.32% | -2.40% | +5.18% | +6.69% | +14.77% | +4.89% | +117.03% |
| 2018 | +1.84% | -1.18% | -1.80% | -3.37% | +6.13% | +5.17% | +2.66% | +2.30% | +1.97% | -11.06% | -3.29% | -18.58% | -20.06% |
| 2017 | -0.25% | -4.86% | -0.30% | +3.70% | -4.16% | +8.05% | +2.37% | -2.29% | +3.80% | -1.43% | -1.46% | +0.30% | +2.78% |
Drawdown analysis of Compass Diversified (CODI)
The maximum drawdown for the CODI was -83.28%, occurring on Jan 2, 2026. This drawdown has not yet recovered.
The current CODI drawdown is -63.21%.
Since May 18, 2006 CODI has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 5 times
- 20% or more: 5 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.28% | Dec 10, 2021 | 1018 | Jan 2, 2026 | Ongoing | Ongoing | Ongoing |
| -56.83% | Dec 26, 2019 | 56 | Mar 18, 2020 | 240 | Mar 2, 2021 | 296 |
| -54.51% | Jul 17, 2007 | 412 | Mar 5, 2009 | 248 | Mar 1, 2010 | 660 |
| -34.83% | Sep 14, 2018 | 69 | Dec 24, 2018 | 110 | Jun 4, 2019 | 179 |
| -33.88% | Jan 14, 2011 | 143 | Aug 10, 2011 | 356 | Jan 10, 2013 | 499 |
| -16.86% | Apr 12, 2010 | 19 | May 7, 2010 | 93 | Sep 20, 2010 | 112 |
| -15.07% | Oct 31, 2014 | 305 | Jan 20, 2016 | 61 | Apr 18, 2016 | 366 |
| -14.63% | Nov 25, 2016 | 66 | Mar 3, 2017 | 151 | Oct 6, 2017 | 217 |
| -13.41% | Feb 7, 2007 | 55 | Apr 27, 2007 | 39 | Jun 22, 2007 | 94 |
| -12.33% | Jan 21, 2014 | 76 | May 9, 2014 | 122 | Oct 31, 2014 | 198 |
| -12.19% | Oct 17, 2017 | 131 | Apr 26, 2018 | 30 | Jun 8, 2018 | 161 |
| -12.18% | Sep 3, 2021 | 14 | Sep 24, 2021 | 30 | Nov 5, 2021 | 44 |
| -10.11% | May 22, 2006 | 39 | Jul 18, 2006 | 42 | Sep 15, 2006 | 81 |
| -9.21% | May 5, 2021 | 5 | May 12, 2021 | 60 | Aug 6, 2021 | 65 |
| -8.68% | Nov 15, 2021 | 10 | Nov 30, 2021 | 5 | Dec 7, 2021 | 15 |
| -8.30% | Jul 30, 2019 | 12 | Aug 15, 2019 | 42 | Oct 15, 2019 | 54 |
| -7.95% | May 13, 2013 | 16 | Jun 5, 2013 | 25 | Jul 11, 2013 | 41 |
| -7.82% | Oct 18, 2010 | 4 | Oct 22, 2010 | 9 | Nov 4, 2010 | 13 |
| -7.59% | Nov 11, 2010 | 8 | Nov 23, 2010 | 25 | Dec 30, 2010 | 33 |
| -7.38% | Jul 12, 2013 | 26 | Aug 19, 2013 | 42 | Oct 17, 2013 | 68 |
| -6.33% | Nov 22, 2006 | 7 | Dec 4, 2006 | 20 | Jan 4, 2007 | 27 |
| -6.15% | Mar 19, 2021 | 6 | Mar 29, 2021 | 6 | Apr 7, 2021 | 12 |
| -5.94% | Jul 6, 2007 | 3 | Jul 11, 2007 | 4 | Jul 17, 2007 | 7 |
| -5.58% | Nov 12, 2019 | 1 | Nov 13, 2019 | 8 | Nov 25, 2019 | 9 |
| -5.47% | Mar 8, 2010 | 1 | Mar 9, 2010 | 3 | Mar 12, 2010 | 4 |