Performance analysis of Safe Bulkers (SB)
Annual Return
Over the past 3 years, SB has had an average annual return of +38.20%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, SB has had an average annual return of +22.75%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, SB has had an average annual return of +22.37%, outperforming the benchmark SPY, which returned +15.04% annual.
Since May 30, 2008, SB has had an average annual return of -1.02%, underperforming the benchmark SPY, which returned +11.70% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +57.20% | +41.63% | -5.19% | +42.93% | -18.71% | +189.97% | -23.53% | -4.51% | -44.90% | +181.01% | +41.95% | -79.04% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |||||
| -61.36% | +221.22% | -39.16% | -26.78% | +9.13% | +42.83% | -59.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +18.47% | +14.88% | -2.78% | +6.47% | -7.27% | +1.93% | +18.07% | +57.20% | |||||
| 2025 | -0.56% | +5.34% | -0% | -8.12% | +12.10% | -3.75% | +8.86% | +9.42% | +4.49% | +5.62% | +12.79% | -8.01% | +41.63% |
| 2024 | +2.80% | +16.08% | +6.91% | +0.60% | +14.65% | +2.64% | -13.07% | +2.01% | +1.37% | -19.11% | -7.64% | -6.52% | -5.19% |
| 2023 | +13.05% | +15.50% | -1.61% | -0.79% | -12.09% | +2.82% | +2.15% | -2.10% | +0.92% | -3.06% | +25.23% | +1.29% | +42.93% |
| 2022 | -7.42% | +19.79% | +15.13% | -13.65% | +15.81% | -18.95% | +1.03% | -16.20% | -22.56% | +2.40% | +14.59% | +2.12% | -18.71% |
| 2021 | +33.85% | +58.07% | -10.94% | +46.57% | +2.79% | +8.66% | -16.72% | +20.98% | +27.96% | -13.73% | -18.83% | +4.12% | +189.97% |
| 2020 | -23.53% | +1.54% | -9.87% | -12.55% | -1.93% | +19.54% | +9.04% | -16.58% | -7.13% | -13.95% | +35.30% | +8.36% | -23.53% |
| 2019 | -12.95% | -3.16% | -2.67% | +22.58% | -21.22% | +10.58% | +30.14% | +1.48% | -15.04% | -6.87% | +7.38% | -2.86% | -4.51% |
| 2018 | +6.17% | +6.72% | -13.39% | -7.91% | +22.28% | -4.77% | -2.36% | -15.94% | +3.19% | -12.15% | -21.36% | -10.53% | -44.90% |
| 2017 | +30.52% | -6.01% | +56% | -3.19% | -3.29% | +11.20% | +12.65% | +25.60% | -15.43% | +29.55% | -10.70% | +1.90% | +181.01% |
Drawdown analysis of Safe Bulkers (SB)
The maximum drawdown for the SB was -97.32%, occurring on Jan 20, 2016. This drawdown has not yet recovered.
The current SB drawdown is -18.28%.
Since May 30, 2008 SB has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -97.32% | Aug 29, 2008 | 1859 | Jan 20, 2016 | Ongoing | Ongoing | Ongoing |
| -6.95% | Jun 2, 2008 | 53 | Aug 15, 2008 | 3 | Aug 20, 2008 | 56 |
| -3.17% | Aug 21, 2008 | 3 | Aug 26, 2008 | 2 | Aug 28, 2008 | 5 |