Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCSF (Bain Capital Specialty Finance, Inc.) | -1.53% | -1.15% | 14.63% | 7.69% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/15/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCSF (Bain Capital Specialty Finance, Inc.) | 11/15/2018 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | -1.15 | 14.63 | 7.69 | NA | NA | NA | … | … | -1.53 | -8.58 | 29.65 | 40.71 | -13.31 | 36.98 | -27.46 | 28.39 | -4.60 |
| Sharpe Ratio | NA | -0.19 | 0.62 | 0.26 | NA | NA | NA | … | … | -0.19 | -0.49 | 1.81 | 1.82 | -0.67 | 2.48 | -0.40 | 1.42 | -1.04 |
| Standard Deviation(%) | NA | 21.13 | 20.14 | 20.22 | NA | NA | NA | … | … | 25.73 | 23.56 | 14.41 | 20.58 | 21.94 | 14.90 | 69.47 | 18.95 | 33.87 |
| Draw Down(%) | NA | 15.27 | 25.77 | 25.77 | NA | NA | NA | … | … | 13.35 | 25.77 | 9.14 | 15.29 | 24.41 | 7.15 | 62.40 | 10.46 | 14.90 |
| Yield(%) | 0.00 | 12.49 | 14.30 | 10.23 | 6.79 | 4.53 | 3.40 | … | … | 3.01 | 11.21 | 12.02 | 13.23 | 8.92 | 11.31 | 7.39 | 9.59 | 2.32 |
Data as of 06/04/2026, Common starting date is 11/15/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCSF (Bain Capital Specialty Finance, Inc.) |
-4.85%
Dec 2019 – Dec 2022 |
5.90%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCSF (Bain Capital Specialty Finance, Inc.) |
30.51%
Oct 2020 – Oct 2023 |
25.22%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart