Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CCAP (Crescent Capital BDC, Inc.) | -20.85% | -16.79% | 8.88% | 14.77% | NA | NA | NA | 5.53% |
Data as of 07/03/2025, AR inception is 10/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCAP (Crescent Capital BDC, Inc.) | 10/04/2016 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.36 | -16.79 | 8.88 | 14.77 | NA | NA | NA | 5.53 | -20.85 | 23.51 | 52.61 | -18.48 | 32.52 | -38.57 | 30.30 |
| Sharpe Ratio | NA | -0.86 | 0.26 | 0.55 | NA | NA | NA | 0.08 | -1.38 | 1.38 | 2.22 | -0.91 | 1.31 | -0.15 | 14.12 |
| Standard Deviation(%) | NA | 23.31 | 21.86 | 22.43 | NA | NA | NA | 40.87 | 29.33 | 14.37 | 22.25 | 21.95 | 24.83 | 87.89 | 14.04 |
| Draw Down(%) | NA | 27.05 | 27.30 | 31.58 | NA | NA | NA | 77.29 | 27.05 | 10.13 | 14.88 | 27.30 | 14.75 | 77.06 | 1.26 |
| Yield(%) | 2.88 | 10.07 | 12.02 | 14.54 | 5.69 | 3.79 | 2.84 | 7.11 | 4.89 | 11.85 | 13.63 | 10.00 | 11.48 | 10.00 | 0.00 |
Data as of 07/03/2025, AR inception is 10/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCAP (Crescent Capital BDC, Inc.) |
-8.98%
Dec 2019 - Dec 2022 |
4.99%
Jan 2020 - Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCAP (Crescent Capital BDC, Inc.) |
25.66%
Jul 2020 - Jul 2023 |
25.21%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart