Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGBD (Carlyle Secured Lending, Inc.) | -8.86% | -11.57% | -1.32% | 4.44% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/14/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGBD (Carlyle Secured Lending, Inc.) | 06/14/2017 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.78 | -11.57 | -1.32 | 4.44 | NA | NA | NA | … | … | -8.86 | -21.53 | 28.94 | 11.16 | 13.21 | 44.13 | -8.51 | 24.05 | -29.76 | 18.39 |
| Sharpe Ratio | NA | -0.71 | -0.21 | 0.05 | NA | NA | NA | … | … | -1.06 | -1.02 | 1.45 | 0.37 | 0.46 | 2.33 | -0.10 | 1.31 | -1.65 | 2.39 |
| Standard Deviation(%) | NA | 21.82 | 21.18 | 21.84 | NA | NA | NA | … | … | 26.22 | 24.06 | 17.43 | 20.29 | 25.95 | 18.94 | 84.38 | 17.20 | 18.88 | 14.77 |
| Draw Down(%) | NA | 19.72 | 35.06 | 35.06 | NA | NA | NA | … | … | 17.25 | 31.58 | 12.20 | 14.95 | 21.27 | 7.87 | 67.71 | 12.38 | 31.60 | 9.75 |
| Yield(%) | 0.00 | 11.33 | 8.59 | 9.16 | 7.09 | 4.73 | 3.55 | … | … | 3.19 | 9.12 | 8.52 | 6.04 | 8.28 | 9.87 | 10.86 | 13.83 | 9.40 | 6.38 |
Data as of 06/10/2026, Common starting date is 06/14/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGBD (Carlyle Secured Lending, Inc.) |
-12.59%
Jul 2017 – Jul 2020 |
2.08%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGBD (Carlyle Secured Lending, Inc.) |
52.13%
Mar 2020 – Mar 2023 |
36.76%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart