Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBDC (Blue Owl Capital Corporation) | -7.06% | -14.44% | 5.06% | 5.52% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBDC (Blue Owl Capital Corporation) | 07/18/2019 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.45 | -14.44 | 5.06 | 5.52 | NA | NA | NA | … | … | -7.06 | -7.81 | 14.69 | 43.51 | -9.48 | 21.99 | -24.59 | 20.08 |
| Sharpe Ratio | NA | -0.74 | 0.07 | 0.14 | NA | NA | NA | … | … | -0.73 | -0.46 | 0.83 | 2.19 | -0.43 | 1.49 | -0.49 | 2.18 |
| Standard Deviation(%) | NA | 23.16 | 19.79 | 20.76 | NA | NA | NA | … | … | 28.45 | 23.15 | 13.29 | 18.35 | 25.74 | 14.74 | 50.85 | 22.05 |
| Draw Down(%) | NA | 23.90 | 23.90 | 28.26 | NA | NA | NA | … | … | 14.93 | 19.83 | 13.18 | 11.05 | 28.26 | 6.74 | 53.88 | 11.00 |
| Yield(%) | 0.00 | 10.20 | 11.81 | 10.12 | 5.96 | 3.97 | 2.98 | … | … | 2.95 | 10.22 | 11.69 | 13.41 | 9.05 | 10.07 | 4.39 | 4.39 |
Data as of 06/09/2026, Common starting date is 07/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBDC (Blue Owl Capital Corporation) |
-5.92%
Dec 2019 – Dec 2022 |
6.20%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBDC (Blue Owl Capital Corporation) |
20.24%
Sep 2022 – Sep 2025 |
16.04%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart