Performance analysis of Safe Bulkers (SB-P-D)
Annual Return
Over the past 3 years, SB-P-D has had an average annual return of +9.54%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, SB-P-D has had an average annual return of +8.62%, underperforming the benchmark SPY, which returned +12.50% annual.
Over the past 10 years, SB-P-D has had an average annual return of +15.80%, outperforming the benchmark SPY, which returned +14.90% annual.
Since Sep 22, 2014, SB-P-D has had an average annual return of +10.75%, underperforming the benchmark SPY, which returned +13.58% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.54% | +6.96% | +10.30% | +9.24% | +6.15% | +37.10% | -1.07% | +32.43% | -13.43% | +92.61% | +81.56% | -44.23% |
| 2014 | |||||||||||
| -24.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.43% | +4.03% | -0.30% | -0.31% | -0.54% | +0.19% | +0.92% | +7.54% | |||||
| 2025 | +1.02% | -0.59% | +1.38% | +0.49% | +0.55% | +0.55% | +2.98% | +0.97% | +0% | +0.78% | +0.78% | -2.09% | +6.96% |
| 2024 | +2.71% | -0.12% | +3.76% | -0.02% | +0.31% | -0.43% | +3.38% | -1.53% | +0.08% | +2.47% | -0.08% | -0.52% | +10.30% |
| 2023 | +1.77% | +0.33% | -0.73% | +2.44% | -0.61% | +0.97% | +1.75% | +0.82% | -0.32% | +1.23% | -0.44% | +1.70% | +9.24% |
| 2022 | +1.34% | -0.42% | +1.14% | +1.74% | +0.43% | -1.37% | +2.46% | +0.53% | -8.93% | +3.70% | +6.43% | -0.32% | +6.15% |
| 2021 | +8.16% | +3.54% | +12.07% | +2.30% | +1.80% | +0% | +1.54% | +0.48% | +1.11% | +1.26% | -0.67% | +1.11% | +37.10% |
| 2020 | +0.65% | -19.01% | -6.32% | +0.71% | -3.99% | +18.60% | +3.01% | +5.35% | -5.99% | -0.39% | +7.72% | +3.19% | -1.07% |
| 2019 | +6.52% | +2.41% | +1.27% | +8.08% | -4.32% | +2.04% | +7.43% | +0.97% | +2.63% | +3.17% | +0.16% | -1.24% | +32.43% |
| 2018 | -0.29% | -1.27% | +1.42% | -0.48% | +2.90% | +4.08% | +0.87% | +0% | -0.59% | -6.51% | -5.85% | -7.84% | -13.43% |
| 2017 | +30.73% | -2.86% | +13.92% | +3.49% | -0.68% | -0.03% | +7.87% | +0.65% | +10.29% | +8.75% | -2.66% | +2.22% | +92.61% |
Drawdown analysis of Safe Bulkers (SB-P-D)
The maximum drawdown for the SB-P-D was -70.31%, occurring on Jan 13, 2016. Recovery took 303 trading sessions.
The current SB-P-D drawdown is -1.79%.
Since Sep 22, 2014 SB-P-D has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -70.31% | Oct 7, 2014 | 319 | Jan 13, 2016 | 303 | Mar 28, 2017 | 622 |
| -52.99% | Oct 23, 2019 | 100 | Mar 18, 2020 | 207 | Jan 12, 2021 | 307 |
| -31.30% | Sep 11, 2018 | 70 | Dec 20, 2018 | 151 | Jul 30, 2019 | 221 |
| -9.01% | Sep 8, 2022 | 15 | Sep 29, 2022 | 41 | Nov 28, 2022 | 56 |
| -7.62% | Jan 24, 2018 | 8 | Feb 5, 2018 | 85 | Jun 7, 2018 | 93 |
| -7.50% | Oct 20, 2017 | 18 | Nov 15, 2017 | 45 | Jan 23, 2018 | 63 |
| -6.30% | May 19, 2017 | 10 | Jun 5, 2017 | 28 | Jul 14, 2017 | 38 |
| -5.59% | Apr 2, 2025 | 6 | Apr 10, 2025 | 7 | Apr 22, 2025 | 13 |
| -4.58% | Aug 8, 2017 | 12 | Aug 24, 2017 | 15 | Sep 15, 2017 | 27 |
| -4.52% | Mar 25, 2024 | 12 | Apr 11, 2024 | 68 | Jul 19, 2024 | 80 |
| -4.24% | Aug 2, 2019 | 9 | Aug 15, 2019 | 10 | Aug 29, 2019 | 19 |
| -3.96% | Jun 29, 2021 | 1 | Jun 30, 2021 | 79 | Oct 21, 2021 | 80 |
| -3.29% | Feb 16, 2021 | 7 | Feb 25, 2021 | 8 | Mar 9, 2021 | 15 |
| -3.26% | Apr 20, 2026 | 29 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -3.26% | Nov 4, 2024 | 48 | Jan 15, 2025 | 47 | Mar 25, 2025 | 95 |
| -3.25% | Oct 23, 2025 | 37 | Dec 16, 2025 | 28 | Jan 28, 2026 | 65 |
| -3.15% | Apr 21, 2023 | 19 | May 18, 2023 | 36 | Jul 12, 2023 | 55 |
| -2.72% | Jan 23, 2024 | 13 | Feb 9, 2024 | 25 | Mar 18, 2024 | 38 |
| -2.56% | Dec 6, 2022 | 1 | Dec 7, 2022 | 32 | Jan 25, 2023 | 33 |
| -2.52% | May 1, 2017 | 4 | May 5, 2017 | 10 | May 19, 2017 | 14 |
| -2.38% | Jun 8, 2022 | 6 | Jun 16, 2022 | 23 | Jul 21, 2022 | 29 |
| -2.28% | Jan 19, 2021 | 2 | Jan 21, 2021 | 3 | Jan 26, 2021 | 5 |
| -2.18% | Feb 8, 2021 | 2 | Feb 10, 2021 | 3 | Feb 16, 2021 | 5 |
| -2.07% | Aug 1, 2024 | 28 | Sep 11, 2024 | 28 | Oct 21, 2024 | 56 |
| -2.05% | Feb 1, 2021 | 1 | Feb 2, 2021 | 4 | Feb 8, 2021 | 5 |