Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHF (WhiteHorse Finance, Inc.) | 3.12% | -11.03% | -6.06% | -3.30% | 8.58% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHF (WhiteHorse Finance, Inc.) | 12/05/2012 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.02 | -11.03 | -6.06 | -3.30 | 8.58 | NA | NA | … | … | 3.12 | -15.36 | -8.52 | 6.26 | -6.23 | 25.77 | 15.05 | 22.50 | 5.13 | 25.43 | 20.57 | 11.40 | -14.98 | 11.93 | 7.38 |
| Sharpe Ratio | NA | -0.44 | -0.32 | -0.26 | 0.22 | NA | NA | … | … | 0.14 | -0.72 | -0.68 | 0.12 | -0.32 | 1.39 | 0.18 | 1.26 | 0.17 | 1.25 | 0.82 | 0.44 | -0.79 | 0.57 | 11.82 |
| Standard Deviation(%) | NA | 28.29 | 23.26 | 23.03 | 32.77 | NA | NA | … | … | 30.07 | 25.46 | 17.80 | 22.73 | 24.12 | 18.52 | 81.28 | 16.63 | 21.68 | 19.86 | 24.74 | 25.93 | 19.06 | 20.81 | 15.83 |
| Draw Down(%) | NA | 26.51 | 37.91 | 37.91 | 57.48 | NA | NA | … | … | 14.27 | 34.51 | 18.91 | 15.48 | 25.52 | 11.38 | 57.48 | 10.74 | 18.66 | 10.65 | 23.43 | 15.93 | 18.96 | 8.20 | 1.26 |
| Yield(%) | 0.00 | 17.12 | 12.55 | 10.11 | 14.62 | 9.95 | 7.46 | … | … | 7.30 | 14.46 | 14.51 | 12.00 | 9.50 | 11.53 | 11.25 | 12.69 | 10.92 | 14.73 | 12.52 | 12.29 | 9.69 | 9.59 | 0.79 |
Data as of 06/08/2026, Common starting date is 12/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHF (WhiteHorse Finance, Inc.) |
-10.13%
Feb 2023 – Feb 2026 |
-4.00%
Feb 2021 – Feb 2026 |
7.38%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHF (WhiteHorse Finance, Inc.) |
35.53%
Mar 2020 – Mar 2023 |
23.53%
Apr 2016 – Apr 2021 |
12.35%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart