Performance analysis of Carlyle Secured Lending (CGBDL)
Annual Return
Since Nov 22, 2023, CGBDL has had an average annual return of +6.40%, underperforming the benchmark SPY, which returned +23.60% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0% | +5.72% | +7.89% | +2.58% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0% | +0% | +0% | +0% | +0% | +0% | |||||||
| 2025 | +1.73% | +0.85% | -0.33% | -0.37% | +3.73% | -0.92% | +0.23% | +0.81% | -0.15% | -0.12% | +0.20% | +5.72% | |
| 2024 | -0.26% | +2.70% | -0.11% | +0.15% | +0.28% | +0.31% | +0.47% | +1.61% | +1.45% | -0.08% | +0.71% | +0.43% | +7.89% |
| 2023 | +2.39% | +0.19% | +2.58% |
Drawdown analysis of Carlyle Secured Lending (CGBDL)
The maximum drawdown for the CGBDL was -3.28%, occurring on Oct 21, 2025. This drawdown has not yet recovered.
The current CGBDL drawdown is -2.63%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -3.28% | Aug 7, 2025 | 52 | Oct 21, 2025 | Ongoing | Ongoing | Ongoing |
| -2.42% | Feb 28, 2024 | 35 | Apr 18, 2024 | 18 | May 14, 2024 | 53 |
| -2.32% | Feb 27, 2025 | 31 | Apr 11, 2025 | 7 | Apr 23, 2025 | 38 |
| -2.19% | Dec 5, 2023 | 5 | Dec 12, 2023 | 11 | Dec 28, 2023 | 16 |
| -2.02% | Jan 5, 2024 | 7 | Jan 17, 2024 | 22 | Feb 16, 2024 | 29 |
| -1.92% | Jan 2, 2025 | 4 | Jan 8, 2025 | 2 | Jan 13, 2025 | 6 |
| -1.76% | Jan 17, 2025 | 11 | Feb 4, 2025 | 8 | Feb 14, 2025 | 19 |
| -1.73% | May 30, 2025 | 18 | Jun 26, 2025 | 20 | Jul 25, 2025 | 38 |
| -1.73% | Apr 23, 2025 | 5 | Apr 30, 2025 | 15 | May 21, 2025 | 20 |
| -1.48% | Jul 22, 2024 | 10 | Aug 5, 2024 | 7 | Aug 14, 2024 | 17 |
| -1.42% | Jul 25, 2025 | 4 | Jul 31, 2025 | 2 | Aug 4, 2025 | 6 |
| -1.29% | May 14, 2024 | 17 | Jun 7, 2024 | 22 | Jul 11, 2024 | 39 |
| -1.27% | Aug 5, 2025 | 1 | Aug 6, 2025 | 1 | Aug 7, 2025 | 2 |
| -1.25% | Nov 24, 2023 | 1 | Nov 27, 2023 | 3 | Nov 30, 2023 | 4 |
| -1.24% | Dec 4, 2024 | 18 | Dec 31, 2024 | 1 | Jan 2, 2025 | 19 |
| -1.08% | May 23, 2025 | 1 | May 27, 2025 | 3 | May 30, 2025 | 4 |
| -0.88% | Oct 2, 2024 | 4 | Oct 8, 2024 | 28 | Nov 15, 2024 | 32 |
| -0.77% | Dec 28, 2023 | 4 | Jan 4, 2024 | 1 | Jan 5, 2024 | 5 |
| -0.74% | Sep 3, 2024 | 2 | Sep 5, 2024 | 6 | Sep 13, 2024 | 8 |
| -0.62% | Nov 25, 2024 | 1 | Nov 26, 2024 | 5 | Dec 4, 2024 | 6 |
| -0.51% | Aug 15, 2024 | 4 | Aug 21, 2024 | 5 | Aug 28, 2024 | 9 |
| -0.48% | Jan 15, 2025 | 1 | Jan 16, 2025 | 1 | Jan 17, 2025 | 2 |
| -0.40% | Nov 15, 2024 | 1 | Nov 18, 2024 | 2 | Nov 20, 2024 | 3 |
| -0.36% | Aug 28, 2024 | 2 | Aug 30, 2024 | 1 | Sep 3, 2024 | 3 |
| -0.36% | Sep 25, 2024 | 1 | Sep 26, 2024 | 4 | Oct 2, 2024 | 5 |