Performance analysis of Logan Ridge Finance (LRFC)
Annual Return
Over the past 3 years, LRFC has had an average annual return of +5.61%, underperforming the benchmark SPY, which returned +21.20% annual.
Over the past 5 years, LRFC has had an average annual return of -2.99%, underperforming the benchmark SPY, which returned +11.47% annual.
Over the past 10 years, LRFC has had an average annual return of -8.61%, underperforming the benchmark SPY, which returned +14.51% annual.
Since Sep 25, 2013, LRFC has had an average annual return of -6.49%, underperforming the benchmark SPY, which returned +13.63% annual.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -19.27% | +17.14% | +5.79% | -2.73% | +59.52% | -71.22% | +36.70% | +11.35% | -36.17% | +23.05% | -21.22% | -0.76% |
| 2013 | |||||||||||
| +8.36% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0% | -0.16% | -10.40% | -18.19% | +0.05% | +7.60% | +2.47% | -19.27% | |||||
| 2024 | -0.84% | -0.76% | +2.53% | -0.85% | +1.92% | -0% | +0% | -2.09% | +14.93% | +2.71% | +3.40% | -3.88% | +17.14% |
| 2023 | +1.02% | +5.32% | -11.80% | +2.05% | -3.53% | +2.23% | +3.32% | +1.22% | -3.04% | -1.25% | +10.64% | +1.12% | +5.79% |
| 2022 | +9.40% | +0.79% | -10.96% | -9.84% | -10.13% | -13.71% | +16.54% | +8.63% | -10.10% | +3.30% | +13.40% | +6.27% | -2.73% |
| 2021 | +7.75% | +5.16% | -5.45% | +27.28% | +26.97% | -1.60% | +5.58% | +3.40% | -4.11% | -1.56% | -1.97% | -7.30% | +59.52% |
| 2020 | +0.47% | -15.34% | -55.90% | +31.61% | -30.10% | -8.67% | -16.73% | -23.59% | -6.30% | -7.62% | +43.69% | +15.40% | -71.22% |
| 2019 | +19.64% | -0.09% | -4.26% | +9.95% | -0.93% | +12.02% | +2.24% | -19.21% | +9.30% | +0.02% | +4.42% | +3.81% | +36.70% |
| 2018 | +7.47% | -7.10% | +9.74% | +4.44% | +6.55% | -0.46% | +4.74% | +2.94% | +0.13% | -5.06% | -0.17% | -10.35% | +11.35% |
| 2017 | +7.88% | -0.92% | +6.79% | -0.41% | -3.68% | -2.85% | +0.89% | -31.85% | +10.83% | -11.97% | -7.39% | -3.41% | -36.17% |
Drawdown analysis of Logan Ridge Finance (LRFC)
The maximum drawdown for the LRFC was -85.52%, occurring on Nov 2, 2020. This drawdown has not yet recovered.
The current LRFC drawdown is -62.39%.
Since Sep 25, 2013 LRFC has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -85.52% | Feb 24, 2017 | 929 | Nov 2, 2020 | Ongoing | Ongoing | Ongoing |
| -38.51% | Apr 2, 2015 | 202 | Jan 21, 2016 | 144 | Aug 16, 2016 | 346 |
| -20.34% | Aug 17, 2016 | 62 | Nov 14, 2016 | 69 | Feb 24, 2017 | 131 |
| -10.97% | Mar 19, 2014 | 39 | May 14, 2014 | 125 | Nov 10, 2014 | 164 |
| -6.51% | Sep 30, 2013 | 4 | Oct 4, 2013 | 11 | Oct 21, 2013 | 15 |
| -5.13% | Nov 10, 2014 | 2 | Nov 12, 2014 | 5 | Nov 19, 2014 | 7 |
| -4.78% | Nov 24, 2014 | 25 | Dec 31, 2014 | 25 | Feb 6, 2015 | 50 |
| -4.75% | Dec 20, 2013 | 30 | Feb 5, 2014 | 25 | Mar 13, 2014 | 55 |
| -4.65% | Oct 29, 2013 | 7 | Nov 7, 2013 | 14 | Nov 27, 2013 | 21 |
| -1.61% | Dec 6, 2013 | 2 | Dec 10, 2013 | 8 | Dec 20, 2013 | 10 |
| -0.96% | Mar 23, 2015 | 6 | Mar 31, 2015 | 2 | Apr 2, 2015 | 8 |
| -0.90% | Mar 16, 2015 | 1 | Mar 17, 2015 | 3 | Mar 20, 2015 | 4 |
| -0.81% | Feb 17, 2015 | 3 | Feb 20, 2015 | 5 | Feb 27, 2015 | 8 |
| -0.72% | Oct 23, 2013 | 1 | Oct 24, 2013 | 2 | Oct 28, 2013 | 3 |
| -0.64% | Feb 27, 2015 | 4 | Mar 5, 2015 | 7 | Mar 16, 2015 | 11 |
| -0.55% | Dec 2, 2013 | 2 | Dec 4, 2013 | 2 | Dec 6, 2013 | 4 |
| -0.52% | Sep 26, 2013 | 1 | Sep 27, 2013 | 1 | Sep 30, 2013 | 2 |
| -0.52% | Oct 21, 2013 | 1 | Oct 22, 2013 | 1 | Oct 23, 2013 | 2 |
| -0.50% | Mar 13, 2014 | 2 | Mar 17, 2014 | 2 | Mar 19, 2014 | 4 |
| -0.42% | Feb 6, 2015 | 5 | Feb 13, 2015 | 1 | Feb 17, 2015 | 6 |
| -0.27% | Nov 19, 2014 | 1 | Nov 20, 2014 | 2 | Nov 24, 2014 | 3 |