Performance analysis of Carlyle Group Inc (The) (CG)
Annual Return
Over the past 3 years, CG has had an average annual return of +19.32%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, CG has had an average annual return of +3.95%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, CG has had an average annual return of +15.94%, outperforming the benchmark SPY, which returned +15.53% annual.
Since May 3, 2012, CG has had an average annual return of +10.78%, underperforming the benchmark SPY, which returned +14.78% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -23.68% | +20.21% | +28.05% | +42.56% | -43.71% | +78.47% | +1.60% | +116.79% | -27.22% | +59.69% | +8.64% | -34.86% |
| 2014 | 2013 | 2012 | |||||||||
| -18.51% | +42.85% | +19.31% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.56% | -10.98% | -6.92% | +3.47% | -8.58% | -2.07% | -23.68% | ||||||
| 2025 | +11.23% | -10.63% | -12.54% | -11.35% | +17.83% | +13.72% | +18.02% | +7.02% | -2.88% | -14.96% | +2.95% | +8.40% | +20.21% |
| 2024 | -1.65% | +15.46% | +2.31% | -4.50% | -3.30% | -6.54% | +23.89% | -18.63% | +7.30% | +16.19% | +7.13% | -5.15% | +28.05% |
| 2023 | +20.54% | -3.45% | -9.71% | -2.35% | -8.45% | +16.56% | +11.58% | -8.25% | -6.77% | -8.69% | +25.84% | +18.70% | +42.56% |
| 2022 | -7.01% | -7.70% | +4.35% | -25.80% | +7.14% | -17.83% | +22.90% | -15.63% | -20.57% | +9.44% | +11.47% | -4.26% | -43.71% |
| 2021 | +2.64% | +6.85% | +7.33% | +16.05% | +2.87% | +6.51% | +8.58% | -1.64% | -4.25% | +18.76% | -2.19% | +0.38% | +78.47% |
| 2020 | +1.25% | -11.70% | -23.93% | +8.27% | +19.20% | +0.86% | +2.04% | -8.51% | -4.42% | +1.01% | +15.04% | +10.67% | +1.60% |
| 2019 | +19.93% | -4.06% | +3.22% | +14.60% | -5.10% | +14.77% | +5.49% | -2.66% | +12.21% | +6.73% | +10.47% | +7.65% | +116.79% |
| 2018 | +10.05% | -8.04% | -6.57% | -3.98% | +8.16% | -2.74% | +14.32% | -3.83% | -2.80% | -10.11% | -7.76% | -13.98% | -27.22% |
| 2017 | +13.44% | -6.30% | -0.62% | +10.97% | +0.27% | +11.90% | +3.79% | +3.31% | +13.74% | -6.57% | -6.47% | +13.93% | +59.69% |
Drawdown analysis of Carlyle Group Inc (The) (CG)
The maximum drawdown for the CG was -62.67%, occurring on Feb 9, 2016. Recovery took 858 trading sessions.
The current CG drawdown is -34.52%.
Since May 3, 2012 CG has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 6 times
- 20% or more: 6 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.67% | Jan 14, 2014 | 521 | Feb 9, 2016 | 858 | Jul 9, 2019 | 1379 |
| -56.71% | Nov 12, 2021 | 231 | Oct 14, 2022 | 518 | Nov 6, 2024 | 749 |
| -50.04% | Jan 23, 2020 | 38 | Mar 18, 2020 | 207 | Jan 12, 2021 | 245 |
| -38.51% | Jan 23, 2025 | 60 | Apr 21, 2025 | 54 | Jul 9, 2025 | 114 |
| -34.52% | Sep 18, 2025 | 176 | Jun 2, 2026 | Ongoing | Ongoing | Ongoing |
| -33.05% | Feb 19, 2013 | 87 | Jun 24, 2013 | 128 | Dec 24, 2013 | 215 |
| -13.97% | Jul 26, 2019 | 14 | Aug 15, 2019 | 15 | Sep 6, 2019 | 29 |
| -10.66% | Dec 11, 2024 | 5 | Dec 18, 2024 | 19 | Jan 17, 2025 | 24 |
| -9.48% | Jul 7, 2021 | 8 | Jul 19, 2021 | 8 | Jul 29, 2021 | 16 |
| -9.11% | Sep 25, 2019 | 5 | Oct 2, 2019 | 11 | Oct 17, 2019 | 16 |
| -8.85% | Sep 17, 2021 | 11 | Oct 4, 2021 | 8 | Oct 14, 2021 | 19 |
| -8.76% | Jan 20, 2021 | 5 | Jan 27, 2021 | 6 | Feb 4, 2021 | 11 |
| -8.76% | Sep 17, 2012 | 61 | Dec 14, 2012 | 21 | Jan 16, 2013 | 82 |
| -8.66% | May 3, 2012 | 14 | May 23, 2012 | 25 | Jun 28, 2012 | 39 |
| -7.84% | Jul 30, 2021 | 14 | Aug 19, 2021 | 18 | Sep 15, 2021 | 32 |
| -7.83% | Feb 10, 2021 | 11 | Feb 26, 2021 | 11 | Mar 15, 2021 | 22 |
| -7.47% | Jul 25, 2025 | 5 | Aug 1, 2025 | 7 | Aug 12, 2025 | 12 |
| -7.00% | May 7, 2021 | 3 | May 12, 2021 | 24 | Jun 16, 2021 | 27 |
| -6.95% | Nov 6, 2024 | 7 | Nov 15, 2024 | 6 | Nov 25, 2024 | 13 |
| -5.73% | Aug 13, 2025 | 5 | Aug 20, 2025 | 14 | Sep 10, 2025 | 19 |
| -5.18% | Jul 9, 2019 | 8 | Jul 19, 2019 | 3 | Jul 24, 2019 | 11 |
| -4.42% | Feb 1, 2013 | 2 | Feb 5, 2013 | 3 | Feb 8, 2013 | 5 |
| -4.25% | Nov 27, 2019 | 3 | Dec 3, 2019 | 6 | Dec 11, 2019 | 9 |
| -4.23% | Dec 26, 2013 | 2 | Dec 30, 2013 | 7 | Jan 9, 2014 | 9 |
| -3.68% | Nov 25, 2024 | 10 | Dec 10, 2024 | 1 | Dec 11, 2024 | 11 |