Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PSEC (Prospect Capital Corporation) | -29.34% | -34.38% | -20.08% | -0.40% | 2.38% | 3.49% | 4.25% | 3.23% |
Data as of 08/07/2025, AR inception is 07/27/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSEC (Prospect Capital Corporation) | 07/27/2004 | 08/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.97 | -34.38 | -20.08 | -0.40 | 2.38 | 3.49 | 4.25 | 3.23 | -29.34 | -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 | -1.28 | -0.77 | -0.04 | 0.06 | NA | NA | 0.07 | -1.50 | -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 | 31.38 | 27.46 | 26.00 | 27.34 | NA | NA | 34.24 | 28.19 | 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 | 39.23 | 47.61 | 49.13 | 49.13 | NA | NA | 61.48 | 28.11 | 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 | 11.94 | 8.53 | 13.91 | 10.78 | 9.38 | 8.59 | 6.85 | 7.26 | 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 08/07/2025, AR inception 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) |
-16.18%
Jul 2022 - Jul 2025 |
-1.89%
Mar 2015 - Mar 2020 |
1.24%
Mar 2010 - Mar 2020 |
3.90%
Apr 2010 - Apr 2025 |
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