Performance analysis of Carlyle Finance LLC (CGABL)
Annual Return
Over the past 3 years, CGABL has had an average annual return of +2.96%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, CGABL has had an average annual return of -2.59%, underperforming the benchmark SPY, which returned +12.73% annual.
Since May 19, 2021, CGABL has had an average annual return of -2.26%, underperforming the benchmark SPY, which returned +13.84% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.33% | +2.34% | -8.03% | +35.51% | -32.08% | +3.94% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.15% | +1.38% | -0.51% | +0% | -3.83% | -1.45% | +0.07% | -1.33% | |||||
| 2025 | +5.22% | -2.33% | -3.49% | -2.82% | +1.50% | -0.71% | +8.24% | +2.39% | -1.59% | +0.01% | -0.74% | -2.67% | +2.34% |
| 2024 | -1.52% | -1.25% | -1.16% | -5.70% | +0.28% | +0.22% | +0.67% | +9.51% | -1.06% | +0% | +1.82% | -9.08% | -8.03% |
| 2023 | +20.86% | -4.57% | -0% | +4.19% | +0.79% | -4.72% | +1.15% | -7.75% | -1.38% | +1.27% | +9.92% | +14.64% | +35.51% |
| 2022 | -3.41% | -11.84% | +2.30% | -12.56% | +6.67% | -9.45% | +10.98% | -8.13% | -5.54% | -5.93% | +5.97% | -3.85% | -32.08% |
| 2021 | +1.53% | +0.59% | +0.44% | +1.98% | -0.51% | +1.68% | -3.15% | +1.40% | +3.94% |
Drawdown analysis of Carlyle Finance LLC (CGABL)
The maximum drawdown for the CGABL was -37.82%, occurring on Nov 2, 2022. This drawdown has not yet recovered.
The current CGABL drawdown is -17.94%.
Since May 19, 2021 CGABL has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.82% | Sep 7, 2021 | 292 | Nov 2, 2022 | Ongoing | Ongoing | Ongoing |
| -1.76% | Jul 7, 2021 | 14 | Jul 27, 2021 | 5 | Aug 3, 2021 | 19 |
| -0.89% | Aug 30, 2021 | 1 | Aug 31, 2021 | 1 | Sep 1, 2021 | 2 |
| -0.66% | Jun 11, 2021 | 2 | Jun 15, 2021 | 3 | Jun 18, 2021 | 5 |
| -0.60% | Aug 13, 2021 | 1 | Aug 16, 2021 | 1 | Aug 17, 2021 | 2 |
| -0.50% | Aug 18, 2021 | 3 | Aug 23, 2021 | 2 | Aug 25, 2021 | 5 |
| -0.43% | Jun 1, 2021 | 2 | Jun 3, 2021 | 5 | Jun 10, 2021 | 7 |
| -0.43% | Jun 18, 2021 | 7 | Jun 29, 2021 | 3 | Jul 2, 2021 | 10 |
| -0.39% | May 24, 2021 | 3 | May 27, 2021 | 2 | Jun 1, 2021 | 5 |
| -0.38% | Aug 25, 2021 | 1 | Aug 26, 2021 | 2 | Aug 30, 2021 | 3 |
| -0.04% | Aug 4, 2021 | 1 | Aug 5, 2021 | 2 | Aug 9, 2021 | 3 |