Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDLX (Medley Capital Corporation 6.87) | NA | -98.07% | -79.85% | -60.87% | NA | NA | NA | … | … |
Data as of 11/16/2021, Common starting date is 08/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDLX (Medley Capital Corporation 6.87) | 08/19/2016 | 11/16/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.97 | -98.07 | -79.85 | -60.87 | NA | NA | NA | … | … | -97.95 | -59.40 | -16.96 | -18.36 | 2.95 | -0.12 |
| Sharpe Ratio | NA | -0.19 | -0.25 | -0.25 | NA | NA | NA | … | … | -0.18 | -0.36 | -0.68 | -1.94 | -1.89 | -2.63 |
| Standard Deviation(%) | NA | 520.92 | 317.18 | 245.60 | NA | NA | NA | … | … | 556.18 | 163.49 | 58.81 | 20.60 | 8.63 | 10.09 |
| Draw Down(%) | NA | 99.75 | 99.87 | 99.87 | NA | NA | NA | … | … | 99.75 | 88.89 | 46.34 | 30.77 | 4.05 | 7.06 |
| Yield(%) | 0.00 | 5.93 | 5.36 | 5.13 | 2.50 | 1.67 | 1.25 | … | … | 6.07 | 9.94 | 8.39 | 6.98 | 1.78 | 0.00 |
Data as of 11/16/2021, Common starting date is 08/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDLX (Medley Capital Corporation 6.87) |
-80.16%
Oct 2018 – Oct 2021 |
-61.50%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDLX (Medley Capital Corporation 6.87) |
-2.08%
Sep 2016 – Sep 2019 |
-58.17%
Sep 2016 – Sep 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart