Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFIC (MidCap Financial Investment Corporation) | -4.54% | -8.27% | 6.23% | 4.84% | 13.63% | 17.11% | 21.51% | … | … |
Data as of 06/11/2026, Common starting date is 04/06/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFIC (MidCap Financial Investment Corporation) | 04/06/2004 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.02 | -8.27 | 6.23 | 4.84 | 13.63 | 17.11 | 21.51 | … | … | -4.54 | -4.34 | 11.25 | 35.48 | 0.19 | 33.61 | -28.50 | 56.97 | -2.97 | 30.50 | 63.91 | 2.33 | 18.48 | 36.18 | 78.91 | -14.31 | 58.24 | 103.86 | -10.23 | 3.69 | 67.36 | 50.83 | 5.52 |
| Sharpe Ratio | NA | -0.46 | 0.19 | 0.12 | 0.41 | NA | NA | … | … | -0.48 | -0.30 | 0.42 | 1.72 | -0.05 | 1.57 | -0.40 | 3.68 | -0.19 | 1.65 | 2.16 | 0.08 | 0.89 | 1.66 | 2.73 | -0.32 | 1.54 | 1.13 | -0.12 | 0.02 | 2.92 | 1.71 | 0.32 |
| Standard Deviation(%) | NA | 24.07 | 22.32 | 22.95 | 30.49 | NA | NA | … | … | 31.36 | 24.58 | 18.11 | 18.65 | 27.52 | 21.41 | 70.84 | 15.08 | 22.85 | 18.21 | 29.45 | 29.50 | 20.64 | 21.80 | 29.22 | 44.17 | 37.69 | 92.09 | 92.01 | 33.48 | 22.03 | 28.47 | 20.43 |
| Draw Down(%) | NA | 23.46 | 26.97 | 26.97 | 67.77 | NA | NA | … | … | 17.55 | 26.69 | 16.56 | 14.15 | 23.42 | 13.71 | 67.63 | 7.54 | 22.43 | 8.39 | 21.47 | 27.41 | 14.99 | 10.26 | 12.17 | 34.51 | 28.15 | 76.43 | 65.79 | 22.25 | 7.74 | 10.97 | 15.87 |
| Yield(%) | 2.87 | 10.90 | 13.59 | 10.43 | 30.02 | 18.76 | 14.53 | … | … | 5.41 | 11.18 | 12.71 | 13.07 | 10.80 | 13.64 | 9.19 | 14.15 | 31.36 | 30.30 | 39.62 | 32.09 | 28.50 | 28.27 | 35.82 | 29.79 | 33.87 | 33.86 | 37.37 | 27.21 | 30.94 | 28.65 | 4.47 |
Data as of 06/11/2026, Common starting date is 04/06/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFIC (MidCap Financial Investment Corporation) |
-12.96%
Feb 2006 – Feb 2009 |
3.88%
Mar 2015 – Mar 2020 |
14.02%
Mar 2010 – Mar 2020 |
15.44%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFIC (MidCap Financial Investment Corporation) |
94.97%
Feb 2009 – Feb 2012 |
72.62%
Feb 2009 – Feb 2014 |
47.03%
Feb 2009 – Feb 2019 |
34.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart