Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBDC (Massachusetts Business Development Corp) | NA | 0.52% | 0.52% | -2.97% | 2.64% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBDC (Massachusetts Business Development Corp) | 06/19/2012 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.52 | 0.52 | -2.97 | 2.64 | NA | NA | … | … | 0.00 | 0.52 | 0.52 | 59.73 | -38.66 | -13.86 | 9.37 | 11.46 | 2.54 | 21.74 | 35.93 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -4.85 | -5.59 | -0.12 | 0.04 | NA | NA | … | … | 0.00 | -11.71 | -7.23 | 0.69 | -0.86 | -1.02 | 0.67 | 0.57 | 0.10 | 2.32 | 0.32 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 0.52 | 0.52 | 43.39 | 32.11 | NA | NA | … | … | NA | 0.52 | 0.52 | 84.91 | 44.99 | 13.75 | 11.97 | 18.02 | 19.12 | 9.28 | 111.56 | NA | NA | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 61.31 | 62.70 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 27.40 | 43.17 | 14.29 | 5.14 | 5.88 | 12.50 | 2.17 | 53.33 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.52 | 0.52 | 0.43 | 0.33 | 0.30 | 0.22 | … | … | 0.00 | 0.52 | 0.52 | 0.82 | 0.50 | 0.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBDC (Massachusetts Business Development Corp) |
-25.14%
Mar 2019 – Mar 2022 |
-13.67%
Mar 2017 – Mar 2022 |
-4.02%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBDC (Massachusetts Business Development Corp) |
30.51%
Mar 2022 – Mar 2025 |
16.01%
Jun 2014 – Jun 2019 |
5.84%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart