Performance analysis of Chicago Atlantic BDC (LIEN)
Annual Return
Over the past 3 years, LIEN has had an average annual return of +23.39%, outperforming the benchmark SPY, which returned +19.63% annual.
Since Feb 4, 2022, LIEN has had an average annual return of +1.32%, underperforming the benchmark SPY, which returned +13.70% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.12% | -3.91% | +58.84% | -0.90% | -30.00% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.55% | -4.39% | -3.47% | -1.18% | +8.34% | +1.03% | -1.23% | +0.12% | |||||
| 2025 | -6.61% | +7.20% | -5.05% | -6.75% | -3.34% | +5.51% | -1.94% | +8.48% | -1.68% | -2.72% | +7.98% | -3.26% | -3.91% |
| 2024 | -8.89% | +31.87% | -2.78% | +17.59% | +0.44% | +6.39% | +1.41% | -4.40% | -5.16% | +20.82% | -0.42% | -2.16% | +58.84% |
| 2023 | +1.84% | -0.50% | -7.46% | -10.22% | +1.70% | -2.55% | +0.55% | +19.45% | +5.12% | -3.11% | +1.06% | -3.92% | -0.90% |
| 2022 | +0% | -5.00% | -20.49% | -4.95% | -2.69% | +1.22% | -1.51% | +2.57% | +4.49% | -0.12% | -6.10% | -30.00% |
Drawdown analysis of Chicago Atlantic BDC (LIEN)
The maximum drawdown for the LIEN was -46.92%, occurring on Jul 25, 2023. Recovery took 227 trading sessions.
The current LIEN drawdown is -9.00%.
Since Feb 4, 2022 LIEN has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.92% | Mar 11, 2022 | 343 | Jul 25, 2023 | 227 | Jun 18, 2024 | 570 |
| -22.39% | Oct 15, 2024 | 169 | Jun 20, 2025 | Ongoing | Ongoing | Ongoing |
| -10.31% | Jun 18, 2024 | 71 | Sep 30, 2024 | 4 | Oct 4, 2024 | 75 |
| -4.64% | Feb 11, 2022 | 15 | Mar 7, 2022 | 4 | Mar 11, 2022 | 19 |
| -0.70% | Oct 10, 2024 | 1 | Oct 11, 2024 | 1 | Oct 14, 2024 | 2 |
| -0.25% | Feb 4, 2022 | 3 | Feb 9, 2022 | 1 | Feb 10, 2022 | 4 |