Performance analysis of Carlyle Secured Lending (CGBD)
Annual Return
Over the past 3 years, CGBD has had an average annual return of +1.82%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, CGBD has had an average annual return of +6.67%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Jun 14, 2017, CGBD has had an average annual return of +6.36%, underperforming the benchmark SPY, which returned +15.21% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -12.19% | -21.56% | +33.44% | +17.95% | +17.89% | +49.43% | -7.91% | +21.67% | -31.11% | +18.03% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.92% | -9.22% | +1.98% | +8.41% | -8.85% | -2.13% | -12.19% | ||||||
| 2025 | +3.52% | -4.26% | -6.47% | -8.72% | -4.87% | +0.21% | +0.80% | +1.45% | -7.79% | +1.12% | +0.08% | +1.90% | -21.56% |
| 2024 | +2.61% | +5.60% | +3.40% | +5.47% | +4.37% | +1.62% | -0.45% | -3.91% | +2.77% | +0.18% | +1.94% | +6.06% | +33.44% |
| 2023 | +5.17% | +0.27% | -6.78% | +3.30% | -2.56% | +9.39% | +7.83% | -5.03% | +0.21% | -6.20% | +10.07% | +2.85% | +17.95% |
| 2022 | +2.62% | +0.21% | +4.74% | -2.64% | +1.28% | -7.66% | +7% | +5.89% | -17.75% | +9.70% | +14.42% | +2.75% | +17.89% |
| 2021 | +4.87% | +15.80% | +8.88% | +4.24% | -2.18% | +0.81% | +0.31% | +4.60% | -0.52% | +5.22% | -2.90% | +3.11% | +49.43% |
| 2020 | +3.51% | -12.34% | -54.03% | +51.14% | +12.92% | +0.36% | -5.01% | +8.22% | +5.24% | -7.74% | +32.11% | -2.24% | -7.91% |
| 2019 | +20.49% | +0.06% | -0.67% | +3.31% | -2.14% | +7.22% | -0.79% | -4.62% | +2.41% | -0.76% | -5.11% | +2.71% | +21.67% |
| 2018 | -10.43% | -3.78% | +5.84% | -0.06% | +1.63% | -4.35% | +4.41% | -4.39% | +0.45% | -4.19% | -3.12% | -16.48% | -31.11% |
| 2017 | +1.47% | +2.61% | +0.11% | +3.74% | -1.49% | +0.06% | +10.74% | +18.03% |
Drawdown analysis of Carlyle Secured Lending (CGBD)
The maximum drawdown for the CGBD was -71.13%, occurring on Mar 23, 2020. Recovery took 245 trading sessions.
The current CGBD drawdown is -33.46%.
Since Jun 14, 2017 CGBD has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.13% | Dec 29, 2017 | 559 | Mar 23, 2020 | 245 | Mar 12, 2021 | 804 |
| -35.08% | Jan 31, 2025 | 280 | Mar 16, 2026 | Ongoing | Ongoing | Ongoing |
| -18.93% | Aug 12, 2022 | 34 | Sep 30, 2022 | 32 | Nov 15, 2022 | 66 |
| -17.72% | Apr 19, 2022 | 41 | Jun 16, 2022 | 38 | Aug 11, 2022 | 79 |
| -13.98% | Feb 24, 2023 | 16 | Mar 20, 2023 | 75 | Jul 7, 2023 | 91 |
| -12.77% | Jul 28, 2023 | 64 | Oct 27, 2023 | 32 | Dec 13, 2023 | 96 |
| -12.20% | Jul 16, 2024 | 20 | Aug 13, 2024 | 84 | Dec 11, 2024 | 104 |
| -9.75% | Oct 3, 2017 | 51 | Dec 14, 2017 | 8 | Dec 27, 2017 | 59 |
| -7.87% | Apr 29, 2021 | 9 | May 12, 2021 | 58 | Aug 4, 2021 | 67 |
| -5.55% | Jan 8, 2024 | 25 | Feb 13, 2024 | 9 | Feb 27, 2024 | 34 |
| -5.32% | Aug 12, 2021 | 5 | Aug 19, 2021 | 42 | Oct 19, 2021 | 47 |
| -4.84% | Nov 5, 2021 | 29 | Dec 17, 2021 | 11 | Jan 4, 2022 | 40 |
| -4.46% | Jan 12, 2022 | 6 | Jan 21, 2022 | 27 | Mar 2, 2022 | 33 |
| -3.91% | Mar 2, 2022 | 3 | Mar 7, 2022 | 8 | Mar 17, 2022 | 11 |
| -3.68% | Jan 3, 2025 | 5 | Jan 13, 2025 | 3 | Jan 16, 2025 | 8 |
| -3.46% | Jan 12, 2023 | 4 | Jan 19, 2023 | 6 | Jan 27, 2023 | 10 |
| -2.99% | Nov 22, 2022 | 11 | Dec 8, 2022 | 11 | Dec 23, 2022 | 22 |
| -2.87% | Feb 7, 2023 | 2 | Feb 9, 2023 | 6 | Feb 17, 2023 | 8 |
| -2.66% | Mar 15, 2021 | 3 | Mar 18, 2021 | 5 | Mar 25, 2021 | 8 |
| -2.59% | Jul 18, 2023 | 3 | Jul 21, 2023 | 3 | Jul 26, 2023 | 6 |
| -2.40% | Apr 19, 2021 | 3 | Apr 22, 2021 | 3 | Apr 27, 2021 | 6 |
| -2.37% | Dec 23, 2022 | 2 | Dec 28, 2022 | 2 | Dec 30, 2022 | 4 |
| -2.23% | May 14, 2024 | 2 | May 16, 2024 | 15 | Jun 7, 2024 | 17 |
| -2.20% | Mar 12, 2024 | 2 | Mar 14, 2024 | 5 | Mar 21, 2024 | 7 |
| -2.13% | Apr 1, 2022 | 3 | Apr 6, 2022 | 5 | Apr 13, 2022 | 8 |