Performance analysis of Portman Ridge Finance (BCIC)
Annual Return
Over the past 3 years, BCIC has had an average annual return of -17.09%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, BCIC has had an average annual return of -9.21%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, BCIC has had an average annual return of -2.35%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Dec 12, 2006, BCIC has had an average annual return of -1.66%, underperforming the benchmark SPY, which returned +10.89% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -33.29% | -15.93% | +3.94% | -8.96% | +3.78% | +43.74% | +6.71% | -16.90% | +14.41% | -3.05% | +13.72% | -33.54% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| -4.21% | -1.81% | +63.04% | -0.05% | +71.20% | +49.94% | -62.43% | -24.06% | +9.08% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.81% | -8.39% | -30.46% | +6.10% | -3.18% | -2.03% | +0.24% | -33.29% | |||||
| 2025 | +4.16% | +2.53% | -14.76% | -14.98% | +2.94% | +3.47% | -2.55% | +4.19% | -5.65% | +2.08% | +14.86% | -9.21% | -15.93% |
| 2024 | +3.46% | -2.34% | +7.08% | +3.01% | +5.30% | -1.35% | +1.22% | -2.53% | -0.64% | +0.81% | -4.80% | -4.56% | +3.94% |
| 2023 | -2.39% | +2.98% | -7.91% | -1.46% | -2.24% | +4.12% | +3.55% | -1.01% | -2.78% | -11.17% | +2.30% | +8.28% | -8.96% |
| 2022 | +1.01% | -4.28% | +3.69% | -1.57% | -3.33% | +4.74% | +2.99% | -5.02% | -5.91% | -0.28% | +9.29% | +3.55% | +3.78% |
| 2021 | +4.71% | +4.02% | +6.93% | +10.18% | +1.70% | +0.85% | -1.69% | +6% | +0.58% | +1.64% | +2.35% | +0.16% | +43.74% |
| 2020 | +8.02% | -6.37% | -55.02% | +11.70% | +30.50% | -15.40% | -4.54% | +16.99% | +13.68% | -1.17% | +26.98% | +19.37% | +6.71% |
| 2019 | +8.53% | -3.83% | +3.13% | +5.36% | -11.48% | -16.66% | +5.78% | +2.58% | -5.46% | -1.78% | -2.33% | +0.95% | -16.90% |
| 2018 | +0.79% | -11.38% | +6.09% | +5.11% | -0.62% | +2.20% | +7.53% | -6.19% | +4.09% | -4.72% | -0.33% | +13.44% | +14.41% |
| 2017 | +1.64% | +3.82% | -0.25% | -1.77% | -12.64% | +4.14% | -1.00% | -1.18% | +9.29% | -4.46% | -0% | +0.89% | -3.05% |
Drawdown analysis of Portman Ridge Finance (BCIC)
The maximum drawdown for the BCIC was -91.47%, occurring on Mar 11, 2009. Recovery took 899 trading sessions.
The current BCIC drawdown is -56.56%.
Since Dec 12, 2006 BCIC has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -91.47% | Jun 5, 2007 | 445 | Mar 11, 2009 | 899 | Oct 2, 2012 | 1344 |
| -81.34% | Jul 17, 2013 | 1679 | Mar 18, 2020 | Ongoing | Ongoing | Ongoing |
| -19.19% | Oct 4, 2012 | 27 | Nov 14, 2012 | 23 | Dec 18, 2012 | 50 |
| -16.39% | Jan 30, 2007 | 23 | Mar 5, 2007 | 29 | Apr 16, 2007 | 52 |
| -10.44% | May 17, 2013 | 17 | Jun 12, 2013 | 12 | Jun 28, 2013 | 29 |
| -9.28% | Apr 2, 2013 | 9 | Apr 15, 2013 | 9 | Apr 26, 2013 | 18 |
| -6.83% | Dec 28, 2006 | 7 | Jan 10, 2007 | 11 | Jan 26, 2007 | 18 |
| -5.85% | Apr 29, 2013 | 2 | May 1, 2013 | 6 | May 9, 2013 | 8 |
| -4.47% | Apr 20, 2007 | 6 | Apr 30, 2007 | 12 | May 16, 2007 | 18 |
| -4.29% | May 22, 2007 | 5 | May 30, 2007 | 3 | Jun 4, 2007 | 8 |
| -4.28% | Jun 28, 2013 | 4 | Jul 5, 2013 | 6 | Jul 15, 2013 | 10 |
| -3.72% | Feb 19, 2013 | 2 | Feb 21, 2013 | 9 | Mar 6, 2013 | 11 |
| -3.01% | Dec 18, 2012 | 6 | Dec 27, 2012 | 3 | Jan 2, 2013 | 9 |
| -2.89% | Mar 11, 2013 | 4 | Mar 15, 2013 | 6 | Mar 25, 2013 | 10 |
| -2.28% | Dec 20, 2006 | 1 | Dec 21, 2006 | 3 | Dec 27, 2006 | 4 |
| -2.23% | Jan 31, 2013 | 6 | Feb 8, 2013 | 5 | Feb 15, 2013 | 11 |
| -2.04% | Jan 23, 2013 | 2 | Jan 25, 2013 | 4 | Jan 31, 2013 | 6 |
| -1.16% | May 15, 2013 | 1 | May 16, 2013 | 1 | May 17, 2013 | 2 |
| -1.10% | Mar 27, 2013 | 1 | Mar 28, 2013 | 1 | Apr 1, 2013 | 2 |
| -0.92% | Jan 10, 2013 | 2 | Jan 14, 2013 | 3 | Jan 17, 2013 | 5 |
| -0.92% | May 9, 2013 | 1 | May 10, 2013 | 1 | May 13, 2013 | 2 |
| -0.69% | Dec 13, 2006 | 1 | Dec 14, 2006 | 1 | Dec 15, 2006 | 2 |
| -0.57% | Dec 15, 2006 | 2 | Dec 19, 2006 | 1 | Dec 20, 2006 | 3 |
| -0.42% | Jan 4, 2013 | 1 | Jan 7, 2013 | 1 | Jan 8, 2013 | 2 |
| -0.09% | Mar 25, 2013 | 1 | Mar 26, 2013 | 1 | Mar 27, 2013 | 2 |