Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTMN (Portman Ridge Finance Corp) | NA | -26.14% | -3.77% | 10.08% | 3.71% | 5.34% | NA | … | … |
Data as of 10/24/2025, Common starting date is 12/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTMN (Portman Ridge Finance Corp) | 12/12/2006 | 10/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.46 | -26.14 | -3.77 | 10.08 | 3.71 | 5.34 | NA | … | … | -20.10 | 3.87 | -8.99 | 3.80 | 43.54 | 7.18 | 7.38 | 17.39 | -0.38 | 17.55 | -32.04 | -1.54 | 0.43 | 67.14 | 1.94 | 75.31 | 55.90 | -60.73 | -22.24 | 9.07 |
| Sharpe Ratio | NA | -1.32 | -0.36 | 0.33 | 0.06 | NA | NA | … | … | -1.15 | 0.02 | -0.62 | 0.13 | 2.15 | 0.09 | 0.16 | 0.76 | -0.05 | 0.54 | -1.16 | -0.07 | 0.01 | 2.18 | 0.05 | 1.83 | 0.58 | -0.64 | -0.50 | 14.79 |
| Standard Deviation(%) | NA | 22.08 | 19.76 | 21.14 | 34.16 | NA | NA | … | … | 23.57 | 15.47 | 20.51 | 18.84 | 20.20 | 78.98 | 37.77 | 21.04 | 21.19 | 32.03 | 27.75 | 20.73 | 27.26 | 31.07 | 41.47 | 41.16 | 96.83 | 96.23 | 50.48 | 34.86 |
| Draw Down(%) | NA | 32.62 | 34.34 | 34.34 | 74.57 | NA | NA | … | … | 30.56 | 11.78 | 19.85 | 17.40 | 7.32 | 67.67 | 32.93 | 14.13 | 14.97 | 33.43 | 43.48 | 19.82 | 25.53 | 21.61 | 35.40 | 24.64 | 70.82 | 73.57 | 46.46 | 2.27 |
| Yield(%) | 0.00 | 11.92 | 12.74 | 155.94 | 31.67 | 21.27 | 8.40 | … | … | 9.15 | 15.11 | 12.22 | 10.35 | 43.24 | 11.32 | 34.62 | 13.65 | 14.33 | 18.18 | 11.19 | 15.06 | 13.71 | 17.67 | 12.17 | 20.06 | 30.16 | 15.71 | 10.10 | 0.00 |
Data as of 10/24/2025, Common starting date is 12/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTMN (Portman Ridge Finance Corp) |
-24.32%
Jan 2007 – Jan 2010 |
-14.30%
Mar 2015 – Mar 2020 |
-0.71%
May 2007 – May 2017 |
4.28%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTMN (Portman Ridge Finance Corp) |
79.09%
Feb 2009 – Feb 2012 |
54.59%
Feb 2009 – Feb 2014 |
23.70%
Feb 2009 – Feb 2019 |
18.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart