Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCRD (First Eagle Alternative Capital BDC Inc) | NA | 57.04% | 29.64% | 3.88% | 1.17% | NA | NA | … | … |
Data as of 06/27/2023, Common starting date is 04/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCRD (First Eagle Alternative Capital BDC Inc) | 04/23/2010 | 06/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 57.04 | 29.64 | 3.88 | 1.17 | NA | NA | … | … | 9.80 | 18.81 | 39.90 | -42.16 | 3.78 | -32.82 | -9.59 | -6.45 | -9.01 | -28.68 | 11.49 | 21.13 | -6.15 | 2.44 |
| Sharpe Ratio | NA | 1.38 | 0.92 | 0.06 | 0.01 | NA | NA | … | … | 1.22 | 0.41 | 1.95 | -0.46 | 0.13 | -1.73 | -0.64 | -0.27 | -0.38 | -1.46 | 0.68 | 1.08 | -0.22 | 0.11 |
| Standard Deviation(%) | NA | 38.91 | 31.08 | 48.12 | 36.70 | NA | NA | … | … | 13.79 | 42.37 | 20.48 | 91.78 | 18.60 | 19.70 | 15.93 | 24.33 | 23.62 | 19.61 | 16.81 | 19.76 | 27.98 | 31.67 |
| Draw Down(%) | NA | 13.49 | 31.88 | 76.99 | 79.22 | NA | NA | … | … | 4.65 | 27.69 | 12.93 | 77.23 | 14.73 | 36.11 | 15.44 | 23.81 | 20.82 | 31.74 | 10.78 | 10.45 | 25.45 | 15.77 |
| Yield(%) | 0.00 | 8.63 | 11.18 | 6.99 | 6.06 | 6.56 | 4.92 | … | … | 1.61 | 9.25 | 10.99 | 8.03 | 13.57 | 11.68 | 10.66 | 11.98 | 11.36 | 8.28 | 9.56 | 10.75 | 7.62 | 2.36 |
Data as of 06/27/2023, Common starting date is 04/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCRD (First Eagle Alternative Capital BDC Inc) |
-25.90%
Mar 2017 – Mar 2020 |
-15.96%
Mar 2015 – Mar 2020 |
-3.97%
Sep 2010 – Sep 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCRD (First Eagle Alternative Capital BDC Inc) |
40.29%
Mar 2020 – Mar 2023 |
11.00%
Aug 2010 – Aug 2015 |
3.09%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart