Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LRFC (Logan Ridge Finance Corp) | NA | -8.02% | 6.80% | NA | NA | NA | NA | … | … |
Data as of 07/16/2025, Common starting date is 01/05/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRFC (Logan Ridge Finance Corp) | 01/05/2021 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.71 | -8.02 | 6.80 | NA | NA | NA | NA | … | … | -20.81 | 17.18 | 5.74 | -2.74 | 62.82 |
| Sharpe Ratio | NA | -0.43 | 0.19 | NA | NA | NA | NA | … | … | -1.37 | 0.60 | 0.08 | -0.14 | 0.78 |
| Standard Deviation(%) | NA | 25.81 | 21.34 | NA | NA | NA | NA | … | … | 28.20 | 17.77 | 18.38 | 29.60 | 80.97 |
| Draw Down(%) | NA | 33.42 | 33.42 | NA | NA | NA | NA | … | … | 30.73 | 6.17 | 19.56 | 41.33 | 18.94 |
| Yield(%) | 0.00 | 6.36 | 5.59 | 4.28 | 2.14 | 1.43 | 1.07 | … | … | 2.91 | 5.88 | 4.29 | 0.00 | 0.00 |
Data as of 07/16/2025, Common starting date is 01/05/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRFC (Logan Ridge Finance Corp) |
-4.13%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRFC (Logan Ridge Finance Corp) |
11.43%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart