Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCC (PhenixFIN Corporation) | NA | -24.88% | -28.55% | -22.66% | -18.61% | NA | NA | … | … |
Data as of 02/26/2021, Common starting date is 01/21/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCC (PhenixFIN Corporation) | 01/21/2011 | 02/26/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.01 | -24.88 | -28.55 | -22.66 | -18.61 | NA | NA | … | … | 7.74 | -35.07 | -18.05 | -49.04 | -30.49 | -0.13 | -18.61 | -33.29 | -4.88 | 40.00 | -13.33 |
| Sharpe Ratio | NA | -0.19 | -0.36 | -0.36 | -0.39 | NA | NA | … | … | 2.13 | -0.27 | -0.94 | -2.33 | -1.94 | -1.20 | -1.46 | -2.63 | -0.97 | 0.94 | -1.15 |
| Standard Deviation(%) | NA | 129.79 | 80.85 | 64.65 | 49.20 | NA | NA | … | … | 29.97 | 129.54 | 43.93 | 30.29 | 25.71 | 28.36 | 25.36 | 19.66 | 24.18 | 23.15 | 29.36 |
| Draw Down(%) | NA | 82.76 | 92.03 | 95.66 | 97.83 | NA | NA | … | … | 4.24 | 84.44 | 46.39 | 50.19 | 36.37 | 30.62 | 27.88 | 39.95 | 19.26 | 11.15 | 26.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/26/2021, Common starting date is 01/21/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCC (PhenixFIN Corporation) |
-57.75%
Mar 2017 – Mar 2020 |
-42.55%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCC (PhenixFIN Corporation) |
7.67%
Oct 2011 – Oct 2014 |
-3.95%
Nov 2011 – Nov 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart