Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SSSS (SuRo Capital Corp.) 50.74% 100.01% 64.55% 9.82% 19.69% 8.19% NA
Data as of 06/04/2026, Common starting date is 04/28/2011
More Performance Analytics Comparison
Name Start Date End Date
SSSS (SuRo Capital Corp.) 04/28/2011 06/04/2026
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
Annualized Return (%) 3.42 100.01 64.55 9.82 19.69 8.19 NA 50.74 69.91 49.24 3.68 -69.86 72.61 116.63 31.56 -4.22 8.35 -23.35 8.57 -28.62 43.42 -39.57 -4.45
Sharpe Ratio NA 2.90 1.29 0.16 0.39 NA NA 3.26 1.20 1.00 0.00 -1.54 1.98 1.63 0.81 -0.14 0.22 -0.72 0.26 -0.82 0.94 -0.68 -0.08
Standard Deviation(%) NA 44.07 47.89 46.21 46.07 NA NA 47.36 56.37 45.60 40.04 46.48 36.72 71.01 37.17 40.42 35.72 32.69 32.81 34.79 45.99 58.41 77.25
Draw Down(%) NA 12.43 33.03 77.47 77.47 NA NA 11.31 33.03 23.09 36.85 71.78 20.09 48.43 31.30 44.23 30.07 32.65 33.13 40.06 37.50 66.16 36.24
Yield(%) 0.00 6.64 4.93 8.36 19.43 6.30 4.35 0.00 8.55 0.00 0.00 1.73 59.39 13.18 6.14 0.00 0.00 41.60 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 04/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SSSS (SuRo Capital Corp.) -27.31%
Aug 2021 – Aug 2024
-19.31%
Mar 2012 – Mar 2017
-3.36%
Sep 2013 – Sep 2023
7.97%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SSSS (SuRo Capital Corp.) 70.07%
Dec 2018 – Dec 2021
38.55%
Dec 2016 – Dec 2021
19.30%
May 2016 – May 2026
7.97%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return