Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPTAL (Capitala Finance Corp) | NA | 10.53% | 7.96% | NA | NA | NA | NA | … | … |
Data as of 06/27/2022, Common starting date is 07/18/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPTAL (Capitala Finance Corp) | 07/18/2017 | 06/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.53 | 7.96 | NA | NA | NA | NA | … | … | 3.98 | 13.79 | 3.84 | 6.53 | 5.01 | 0.96 |
| Sharpe Ratio | NA | 1.80 | 0.24 | NA | NA | NA | NA | … | … | 1.45 | 2.01 | 0.07 | 0.69 | 0.37 | 0.13 |
| Standard Deviation(%) | NA | 5.66 | 31.60 | NA | NA | NA | NA | … | … | 5.53 | 6.84 | 53.95 | 7.39 | 10.12 | 10.41 |
| Draw Down(%) | NA | 1.95 | 49.98 | NA | NA | NA | NA | … | … | 1.95 | 1.82 | 49.98 | 3.96 | 5.01 | 3.24 |
| Yield(%) | 0.00 | 6.13 | 6.02 | 5.89 | 2.95 | 1.96 | 1.47 | … | … | 2.98 | 6.37 | 6.01 | 6.11 | 6.08 | 2.95 |
Data as of 06/27/2022, Common starting date is 07/18/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPTAL (Capitala Finance Corp) |
1.37%
Aug 2017 – Aug 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPTAL (Capitala Finance Corp) |
8.41%
Nov 2018 – Nov 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart