Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBDCF (SBD Capital Corp) | NA | 1,080.00% | 208.99% | 44.98% | NA | NA | NA | … | … |
Data as of 03/12/2025, Common starting date is 08/10/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBDCF (SBD Capital Corp) | 08/10/2018 | 03/12/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1,080.00 | 1,080.00 | 208.99 | 44.98 | NA | NA | NA | … | … | 5,800.00 | -81.45 | -83.33 | 1,400.00 | 100.00 | -89.14 | -71.54 | 102.38 |
| Sharpe Ratio | NA | 2.51 | 0.68 | 0.16 | NA | NA | NA | … | … | 232,742,767.59 | -0.41 | -0.63 | 5.34 | 0.63 | -0.41 | -0.45 | 5.92 |
| Standard Deviation(%) | NA | 428.04 | 300.68 | 261.59 | NA | NA | NA | … | … | 851.33 | 214.34 | 147.18 | 264.87 | 157.46 | 215.23 | 160.85 | 86.39 |
| Draw Down(%) | NA | 87.50 | 96.67 | 96.67 | NA | NA | NA | … | … | 61.54 | 87.50 | 83.33 | 50.25 | 50.00 | 89.14 | 84.70 | 16.36 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/12/2025, Common starting date is 08/10/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBDCF (SBD Capital Corp) |
-63.92%
Oct 2019 – Oct 2022 |
-45.76%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBDCF (SBD Capital Corp) |
100.00%
May 2021 – May 2024 |
10.08%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart