Performance analysis of Safe Bulkers (SB-P-C)
Annual Return
Over the past 3 years, SB-P-C has had an average annual return of +10.08%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, SB-P-C has had an average annual return of +8.98%, underperforming the benchmark SPY, which returned +12.50% annual.
Over the past 10 years, SB-P-C has had an average annual return of +15.92%, outperforming the benchmark SPY, which returned +14.90% annual.
Since Sep 22, 2014, SB-P-C has had an average annual return of +10.78%, underperforming the benchmark SPY, which returned +13.58% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.83% | +8.98% | +9.73% | +9.44% | +5.76% | +39.62% | -2.54% | +34.66% | -16.44% | +90.86% | +85.32% | -43.33% |
| 2014 | |||||||||||
| -26.57% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.59% | +1.65% | -1.05% | +3% | +0.49% | -0.95% | +1.92% | +7.83% | |||||
| 2025 | +1.72% | -0.83% | +0.83% | +0.07% | +1.93% | +1.14% | +3.53% | +0.08% | -1.22% | +2.48% | +0.18% | -1.15% | +8.98% |
| 2024 | +2.75% | +0.76% | +1.53% | +1.56% | +0.12% | -0.44% | +1.82% | -0.16% | +0.71% | +2.20% | -1.66% | +0.23% | +9.73% |
| 2023 | +1.95% | +0.39% | -0.27% | +2.64% | -1.80% | +0.98% | +2.80% | -1.72% | +3.83% | -0.53% | -0.45% | +1.42% | +9.44% |
| 2022 | +0.78% | +0.52% | +0.39% | +1.67% | +0% | -0.48% | +2.06% | +0.16% | -7.89% | +5.42% | +4.92% | -1.31% | +5.76% |
| 2021 | +9.43% | +4.14% | +10.32% | +4.07% | +1.33% | +1.39% | +0.74% | +0.39% | +1.06% | +1.15% | -0.51% | +0.99% | +39.62% |
| 2020 | +1.41% | -18.70% | -12.95% | +8.36% | -5.19% | +21.60% | +1.31% | +4.57% | -3.83% | -1.43% | +7.77% | +0.45% | -2.54% |
| 2019 | +10.78% | +0.96% | +4.49% | +3.90% | -4.52% | +2.85% | +6.65% | +0.51% | +3.12% | +2.84% | -0.13% | -0.53% | +34.66% |
| 2018 | -0.49% | -2.74% | +2.87% | -1.37% | +1.86% | +4.29% | +1.09% | +0.10% | +1.15% | -5.91% | -8.85% | -8.75% | -16.44% |
| 2017 | +26.42% | -0.06% | +13.07% | +2.65% | -1.66% | +1.59% | +6.19% | +1.60% | +8.95% | +10.72% | -4.13% | +4.41% | +90.86% |
Drawdown analysis of Safe Bulkers (SB-P-C)
The maximum drawdown for the SB-P-C was -68.04%, occurring on Jan 15, 2016. Recovery took 293 trading sessions.
The current SB-P-C drawdown is -0.40%.
Since Sep 22, 2014 SB-P-C has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.04% | Oct 8, 2014 | 320 | Jan 15, 2016 | 293 | Mar 16, 2017 | 613 |
| -49.93% | Jan 22, 2020 | 39 | Mar 18, 2020 | 207 | Jan 12, 2021 | 246 |
| -28.85% | Aug 30, 2018 | 78 | Dec 21, 2018 | 144 | Jul 22, 2019 | 222 |
| -8.68% | Aug 17, 2022 | 31 | Sep 30, 2022 | 42 | Nov 30, 2022 | 73 |
| -6.51% | Jan 26, 2018 | 6 | Feb 5, 2018 | 3 | Feb 8, 2018 | 9 |
| -6.37% | Oct 30, 2017 | 18 | Nov 24, 2017 | 34 | Jan 16, 2018 | 52 |
| -6.08% | May 23, 2017 | 8 | Jun 5, 2017 | 28 | Jul 14, 2017 | 36 |
| -5.32% | Feb 8, 2018 | 10 | Feb 23, 2018 | 71 | Jun 6, 2018 | 81 |
| -4.78% | Aug 18, 2017 | 6 | Aug 28, 2017 | 13 | Sep 15, 2017 | 19 |
| -4.59% | Aug 2, 2019 | 1 | Aug 5, 2019 | 25 | Sep 10, 2019 | 26 |
| -3.88% | Apr 19, 2023 | 16 | May 11, 2023 | 42 | Jul 13, 2023 | 58 |
| -3.64% | Apr 6, 2017 | 20 | May 5, 2017 | 11 | May 22, 2017 | 31 |
| -3.59% | May 20, 2026 | 14 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -3.55% | Sep 5, 2025 | 19 | Oct 2, 2025 | 18 | Oct 28, 2025 | 37 |
| -3.17% | Feb 19, 2021 | 2 | Feb 23, 2021 | 10 | Mar 9, 2021 | 12 |
| -2.91% | Jan 19, 2021 | 2 | Jan 21, 2021 | 7 | Feb 1, 2021 | 9 |
| -2.70% | Nov 13, 2019 | 5 | Nov 20, 2019 | 38 | Jan 16, 2020 | 43 |
| -2.49% | Apr 3, 2017 | 1 | Apr 4, 2017 | 2 | Apr 6, 2017 | 3 |
| -2.43% | Sep 29, 2023 | 7 | Oct 10, 2023 | 3 | Oct 13, 2023 | 10 |
| -2.41% | Jul 18, 2025 | 3 | Jul 23, 2025 | 31 | Sep 5, 2025 | 34 |
| -2.38% | Apr 2, 2025 | 3 | Apr 7, 2025 | 12 | Apr 24, 2025 | 15 |
| -2.34% | Aug 7, 2024 | 19 | Sep 4, 2024 | 33 | Oct 21, 2024 | 52 |
| -2.28% | Oct 29, 2024 | 44 | Jan 2, 2025 | 16 | Jan 28, 2025 | 60 |
| -2.19% | Oct 28, 2025 | 33 | Dec 15, 2025 | 23 | Jan 20, 2026 | 56 |
| -2.19% | Nov 30, 2022 | 33 | Jan 19, 2023 | 5 | Jan 26, 2023 | 38 |