Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ECC (Eagle Point Credit Company Inc.) -20.17% -30.33% -7.90% -4.66% 3.03% NA NA
Data as of 06/04/2026, Common starting date is 10/08/2014
More Performance Analytics Comparison
Name Start Date End Date
ECC (Eagle Point Credit Company Inc.) 10/08/2014 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 2017 2016 2015 2014
Annualized Return (%) -2.15 -30.33 -7.90 -4.66 3.03 NA NA -20.17 -18.45 13.35 14.10 -11.89 55.95 -21.09 18.80 -13.72 28.36 17.42 -7.44 7.79
Sharpe Ratio NA -0.96 -0.44 -0.23 0.04 NA NA -1.12 -0.66 0.88 0.58 -0.53 2.92 -0.21 0.85 -0.85 1.52 0.65 -0.38 2.71
Standard Deviation(%) NA 34.64 25.50 24.29 38.48 NA NA 39.45 32.28 11.05 18.22 25.42 19.12 102.04 20.48 17.89 18.37 26.61 19.56 14.20
Draw Down(%) NA 45.79 49.35 49.35 70.79 NA NA 36.27 25.88 8.34 17.43 19.13 10.49 67.27 22.98 25.99 15.52 20.33 17.74 4.64
Yield(%) 0.00 19.90 17.70 13.56 12.46 8.42 6.32 9.15 18.54 19.88 19.90 16.82 15.53 8.97 16.66 12.61 15.82 14.49 11.81 2.87
Data as of 06/04/2026, Common starting date is 10/08/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ECC (Eagle Point Credit Company Inc.) -20.76%
Apr 2017 – Apr 2020
-9.05%
Apr 2015 – Apr 2020
1.89%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ECC (Eagle Point Credit Company Inc.) 40.73%
Apr 2020 – Apr 2023
23.13%
Apr 2020 – Apr 2025
7.21%
Dec 2014 – Dec 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return