Performance analysis of Bain Capital Specialty Finance (BCSF)
Annual Return
Over the past 3 years, BCSF has had an average annual return of +8.88%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, BCSF has had an average annual return of +8.02%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Nov 15, 2018, BCSF has had an average annual return of +7.15%, underperforming the benchmark SPY, which returned +15.78% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.44% | -9.60% | +29.48% | +41.83% | -13.25% | +37.01% | -28.49% | +28.19% | -4.62% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.32% | -1.97% | -0.59% | +10.81% | -3.13% | -2.74% | +2.32% | -1.44% | |||||
| 2025 | +3.71% | +4.95% | -10.58% | -7.83% | +2.75% | -1.42% | -0.27% | +5.47% | -7.14% | -1.26% | +1.85% | +1.29% | -9.60% |
| 2024 | +0.79% | +3.43% | +2.67% | +6.06% | +0.96% | +0% | +2.76% | +2.09% | -0.35% | +0.30% | +2.82% | +4.79% | +29.48% |
| 2023 | +12.27% | -2.99% | -5.07% | -1.76% | +4.95% | +13.04% | +8.95% | +7% | -0.17% | -1.11% | -0% | +2.28% | +41.83% |
| 2022 | +4.92% | -0.75% | +0.56% | -1.35% | -5.01% | -4.52% | +6.32% | +1.79% | -16.25% | +5% | +7.30% | -9.34% | -13.25% |
| 2021 | +3.04% | +12.49% | +7.51% | +8.05% | -0.13% | -1.96% | -1.24% | +0.13% | +0.32% | +5.05% | -2.11% | +1.89% | +37.01% |
| 2020 | +0.20% | -6.72% | -47.58% | +9.60% | +7.61% | +6.43% | -9.12% | +6.86% | -2.10% | -10.20% | +28.83% | +5.71% | -28.49% |
| 2019 | +17.76% | +2.23% | -2.38% | +4.92% | -6.67% | +0.62% | -2.79% | +2.98% | +4.02% | -0.05% | +3.01% | +3.26% | +28.19% |
| 2018 | +2.28% | -6.75% | -4.62% |
Drawdown analysis of Bain Capital Specialty Finance (BCSF)
The maximum drawdown for the BCSF was -62.22%, occurring on Apr 6, 2020. Recovery took 447 trading sessions.
The current BCSF drawdown is -18.14%.
Since Nov 15, 2018 BCSF has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.22% | Feb 20, 2020 | 32 | Apr 6, 2020 | 447 | Jan 12, 2022 | 479 |
| -26.38% | Feb 28, 2025 | 260 | Mar 13, 2026 | Ongoing | Ongoing | Ongoing |
| -24.32% | Apr 20, 2022 | 119 | Oct 10, 2022 | 191 | Jul 17, 2023 | 310 |
| -14.93% | Nov 23, 2018 | 18 | Dec 20, 2018 | 16 | Jan 15, 2019 | 34 |
| -10.51% | Apr 26, 2019 | 77 | Aug 15, 2019 | 77 | Dec 4, 2019 | 154 |
| -9.78% | Sep 19, 2023 | 26 | Oct 25, 2023 | 94 | Mar 12, 2024 | 120 |
| -9.14% | Jul 30, 2024 | 6 | Aug 7, 2024 | 17 | Aug 30, 2024 | 23 |
| -7.97% | Feb 21, 2019 | 11 | Mar 8, 2019 | 9 | Mar 21, 2019 | 20 |
| -5.64% | May 1, 2024 | 15 | May 22, 2024 | 7 | Jun 3, 2024 | 22 |
| -4.76% | Mar 3, 2022 | 2 | Mar 7, 2022 | 21 | Apr 5, 2022 | 23 |
| -4.64% | Feb 16, 2022 | 5 | Feb 24, 2022 | 5 | Mar 3, 2022 | 10 |
| -3.71% | Mar 27, 2019 | 1 | Mar 28, 2019 | 8 | Apr 9, 2019 | 9 |
| -3.70% | Jan 2, 2025 | 5 | Jan 10, 2025 | 6 | Jan 21, 2025 | 11 |
| -3.65% | Jan 19, 2022 | 3 | Jan 24, 2022 | 5 | Jan 31, 2022 | 8 |
| -3.48% | Sep 5, 2024 | 4 | Sep 11, 2024 | 17 | Oct 4, 2024 | 21 |
| -3.40% | Feb 1, 2019 | 1 | Feb 4, 2019 | 8 | Feb 14, 2019 | 9 |
| -3.26% | Mar 21, 2019 | 1 | Mar 22, 2019 | 3 | Mar 27, 2019 | 4 |
| -3.14% | Jun 3, 2024 | 9 | Jun 14, 2024 | 11 | Jul 2, 2024 | 20 |
| -3.13% | Oct 21, 2024 | 10 | Nov 4, 2024 | 4 | Nov 8, 2024 | 14 |
| -3.06% | Jan 18, 2019 | 1 | Jan 22, 2019 | 4 | Jan 28, 2019 | 5 |
| -2.74% | Apr 11, 2019 | 5 | Apr 18, 2019 | 5 | Apr 26, 2019 | 10 |
| -2.56% | Aug 21, 2023 | 1 | Aug 22, 2023 | 5 | Aug 29, 2023 | 6 |
| -2.52% | Nov 8, 2024 | 8 | Nov 20, 2024 | 6 | Nov 29, 2024 | 14 |
| -2.31% | Dec 12, 2024 | 4 | Dec 18, 2024 | 3 | Dec 23, 2024 | 7 |
| -2.20% | Aug 14, 2023 | 1 | Aug 15, 2023 | 4 | Aug 21, 2023 | 5 |