Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COHN (Cohen & Company Inc.) | -42.54% | 72.00% | 73.78% | -2.03% | 12.71% | -0.09% | -12.59% | … | … |
Data as of 06/11/2026, Common starting date is 03/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COHN (Cohen & Company Inc.) | 03/17/2004 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.98 | 72.00 | 73.78 | -2.03 | 12.71 | -0.09 | -12.59 | … | … | -42.54 | 149.46 | 73.42 | -9.69 | -36.73 | -6.93 | 313.67 | -50.32 | 13.71 | -27.51 | 10.58 | -30.67 | -7.99 | 71.17 | -11.35 | -64.21 | -9.53 | 11.36 | -84.03 | -62.75 | 31.61 | -14.61 | -17.84 |
| Sharpe Ratio | NA | 0.75 | 0.66 | -0.05 | 0.12 | NA | NA | … | … | -0.62 | 2.55 | 1.12 | -0.17 | -0.71 | -0.06 | 2.09 | -0.70 | 0.23 | -0.67 | 0.14 | -0.60 | -0.21 | 0.75 | -0.15 | -1.13 | -0.16 | 0.11 | -0.72 | -1.07 | 1.55 | -0.95 | -1.45 |
| Standard Deviation(%) | NA | 95.87 | 79.38 | 72.26 | 85.18 | NA | NA | … | … | 124.40 | 57.95 | 62.08 | 79.48 | 53.78 | 114.59 | 148.70 | 74.35 | 53.69 | 42.27 | 75.70 | 51.33 | 37.75 | 94.46 | 75.49 | 56.65 | 60.88 | 104.35 | 118.48 | 61.82 | 18.31 | 17.68 | 15.91 |
| Draw Down(%) | NA | 62.63 | 62.63 | 84.78 | 89.96 | NA | NA | … | … | 62.63 | 39.36 | 35.81 | 60.79 | 48.13 | 62.91 | 47.50 | 66.97 | 31.81 | 40.61 | 34.75 | 35.46 | 40.51 | 39.26 | 58.60 | 70.74 | 52.44 | 65.00 | 89.05 | 70.81 | 10.96 | 25.14 | 27.13 |
| Yield(%) | 0.00 | 45.34 | 56.72 | 7.06 | 13.07 | 2.76 | 1.32 | … | … | 12.81 | 9.71 | 14.93 | 12.27 | 11.51 | 3.15 | 0.00 | 4.22 | 9.76 | 6.61 | 6.78 | 3.64 | 3.72 | 6.40 | 5.48 | 4.35 | 1.89 | 0.00 | 14.75 | 11.45 | 4.36 | 4.23 | 0.51 |
Data as of 06/11/2026, Common starting date is 03/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COHN (Cohen & Company Inc.) |
-59.95%
May 2007 – May 2010 |
-56.16%
Jun 2007 – Jun 2012 |
-32.86%
Feb 2006 – Feb 2016 |
-27.49%
Nov 2004 – Nov 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COHN (Cohen & Company Inc.) |
76.38%
Apr 2023 – Apr 2026 |
37.43%
Nov 2019 – Nov 2024 |
18.11%
Apr 2016 – Apr 2026 |
3.13%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart