Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CPTA (Capitala Finance Corp) | NA | 170.00% | -14.44% | -14.28% | NA | NA | NA | -9.62% |
Data as of 09/02/2021, AR inception is 09/25/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPTA (Capitala Finance Corp) | 09/25/2013 | 09/02/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 170.00 | -14.44 | -14.28 | NA | NA | NA | -9.62 | 87.37 | -72.49 | 21.76 | -1.51 | -43.70 | 7.04 | -32.40 | -10.20 | 5.85 |
| Sharpe Ratio | NA | 4.38 | -0.33 | -0.44 | NA | NA | NA | -0.40 | 3.86 | -0.74 | -0.06 | -1.06 | -2.11 | -1.02 | -2.21 | -1.59 | 0.30 |
| Standard Deviation(%) | NA | 38.84 | 62.51 | 51.16 | NA | NA | NA | 42.79 | 40.21 | 98.13 | 25.91 | 21.88 | 29.96 | 26.38 | 23.05 | 18.10 | 21.67 |
| Draw Down(%) | NA | 15.67 | 85.56 | 90.61 | NA | NA | NA | 92.90 | 10.90 | 84.32 | 25.45 | 25.78 | 50.31 | 23.40 | 37.68 | 12.28 | 6.51 |
| Yield(%) | 0.00 | 0.00 | 6.00 | 5.53 | 4.59 | 3.06 | 2.30 | 6.56 | 0.00 | 2.89 | 13.60 | 13.38 | 10.68 | 14.54 | 4.51 | 9.71 | 2.50 |
Data as of 09/02/2021, AR inception is 09/25/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPTA (Capitala Finance Corp) |
-39.16%
Sep 2017 - Sep 2020 |
-28.38%
Oct 2015 - Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPTA (Capitala Finance Corp) |
4.84%
Jan 2016 - Jan 2019 |
-2.00%
Jul 2014 - Jul 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart