Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSEC (Prospect Capital Corporation) | -3.27% | -16.87% | -16.72% | -13.72% | 0.27% | 2.00% | 2.56% | … | … |
Data as of 06/12/2026, Common starting date is 07/27/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSEC (Prospect Capital Corporation) | 07/27/2004 | 06/12/2026 |
| 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 (%) | 3.59 | -16.87 | -16.72 | -13.72 | 0.27 | 2.00 | 2.56 | … | … | -3.27 | -28.86 | -18.16 | -4.13 | -8.61 | 71.27 | -3.54 | 13.83 | 4.09 | -9.47 | 36.19 | -3.58 | -15.35 | 16.24 | 29.58 | -3.18 | 1.46 | 15.17 | 3.35 | -16.20 | 23.70 | 32.60 | -19.39 |
| Sharpe Ratio | NA | -0.58 | -0.67 | -0.58 | -0.06 | NA | NA | … | … | -0.24 | -1.12 | -0.78 | -0.31 | -0.35 | 3.01 | -0.08 | 0.76 | 0.14 | -0.46 | 1.40 | -0.15 | -0.87 | 1.26 | 1.37 | -0.09 | 0.05 | 0.27 | 0.03 | -0.43 | 1.17 | 1.17 | -2.12 |
| Standard Deviation(%) | NA | 33.87 | 29.91 | 28.22 | 27.54 | NA | NA | … | … | 39.97 | 28.57 | 27.90 | 25.10 | 29.13 | 23.68 | 44.62 | 16.18 | 18.85 | 22.07 | 25.61 | 24.46 | 17.67 | 12.84 | 21.76 | 34.73 | 27.85 | 55.84 | 88.11 | 45.42 | 17.46 | 25.96 | 18.96 |
| Draw Down(%) | NA | 27.04 | 50.64 | 57.21 | 57.21 | NA | NA | … | … | 25.88 | 36.65 | 25.09 | 27.86 | 26.25 | 14.80 | 41.20 | 7.94 | 21.89 | 36.79 | 25.75 | 22.05 | 22.77 | 8.67 | 18.29 | 37.09 | 26.27 | 50.50 | 58.62 | 38.48 | 9.95 | 17.68 | 24.15 |
| Yield(%) | 0.00 | 15.73 | 9.93 | 7.25 | 9.58 | 8.16 | 6.59 | … | … | 8.24 | 12.44 | 11.42 | 10.24 | 8.44 | 14.16 | 11.11 | 11.32 | 10.37 | 10.72 | 13.87 | 12.19 | 12.86 | 11.99 | 11.95 | 11.09 | 9.28 | 13.37 | 11.69 | 9.02 | 9.26 | 6.30 | 0.67 |
Data as of 06/12/2026, Common starting date is 07/27/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSEC (Prospect Capital Corporation) |
-20.17%
Nov 2022 – Nov 2025 |
-11.73%
May 2021 – May 2026 |
0.86%
May 2016 – May 2026 |
1.80%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSEC (Prospect Capital Corporation) |
31.24%
Mar 2020 – Mar 2023 |
20.41%
Feb 2009 – Feb 2014 |
11.75%
Sep 2011 – Sep 2021 |
9.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart