Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MAIN (Main Street Capital Corporation) | 2.62% | 25.97% | 25.92% | 21.75% | 14.66% | 18.21% | NA | 18.26% |
Data as of 06/23/2025, AR inception is 10/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAIN (Main Street Capital Corporation) | 10/09/2007 | 06/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.36 | 25.97 | 25.92 | 21.75 | 14.66 | 18.21 | NA | 18.26 | 2.62 | 47.39 | 28.43 | -11.49 | 48.23 | -19.54 | 36.88 | -8.26 | 16.05 | 37.46 | 8.57 | -3.03 | 16.82 | 53.47 | 27.81 | 24.23 | 84.70 | -20.85 | -3.81 |
| Sharpe Ratio | NA | 1.05 | 1.24 | 0.89 | 0.49 | NA | NA | 0.56 | 0.08 | 3.11 | 1.55 | -0.47 | 2.60 | -0.30 | 2.52 | -0.63 | 1.39 | 2.21 | 0.44 | -0.14 | 0.79 | 1.89 | 0.98 | 0.86 | 2.01 | -0.42 | -0.83 |
| Standard Deviation(%) | NA | 21.84 | 19.90 | 21.45 | 27.22 | NA | NA | 29.45 | 27.63 | 14.06 | 16.14 | 27.80 | 18.51 | 65.95 | 14.03 | 15.41 | 11.14 | 16.83 | 19.40 | 21.63 | 21.17 | 28.56 | 28.31 | 27.97 | 42.17 | 51.38 | 21.89 |
| Draw Down(%) | NA | 20.97 | 27.07 | 27.07 | 64.53 | NA | NA | 64.53 | 20.97 | 9.59 | 10.13 | 27.07 | 11.73 | 64.53 | 6.92 | 18.02 | 6.41 | 10.88 | 18.84 | 19.09 | 21.54 | 16.89 | 17.02 | 14.73 | 18.25 | 36.71 | 8.05 |
| Yield(%) | 0.52 | 8.45 | 10.27 | 10.42 | 9.56 | 17.92 | 15.14 | 17.81 | 3.54 | 9.53 | 10.19 | 6.63 | 8.21 | 5.21 | 8.53 | 7.14 | 7.59 | 9.36 | 9.02 | 7.90 | 8.67 | 7.95 | 9.17 | 9.29 | 14.07 | 10.99 | 2.21 |
Data as of 06/23/2025, AR inception is 10/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAIN (Main Street Capital Corporation) |
-12.56%
Mar 2017 - Mar 2020 |
-0.40%
Mar 2015 - Mar 2020 |
9.31%
Sep 2012 - Sep 2022 |
16.00%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAIN (Main Street Capital Corporation) |
48.24%
Mar 2009 - Mar 2012 |
40.53%
Feb 2009 - Feb 2014 |
25.16%
Nov 2008 - Nov 2018 |
20.22%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart