Performance analysis of MidCap Financial Investment (MFIC)
Annual Return
Over the past 3 years, MFIC has had an average annual return of +1.33%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, MFIC has had an average annual return of +4.89%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, MFIC has had an average annual return of +6.33%, underperforming the benchmark SPY, which returned +14.95% annual.
Since May 5, 2004, MFIC has had an average annual return of +5.18%, underperforming the benchmark SPY, which returned +10.87% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -10.94% | -4.29% | +11.30% | +35.52% | +0.34% | +33.98% | -27.85% | +57.04% | -18.12% | +6.44% | +26.79% | -20.50% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| -3.45% | +11.54% | +43.88% | -34.01% | +28.32% | +26.87% | -36.46% | -15.74% | +37.34% | +28.27% | +13.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.19% | -13.49% | +19.64% | +5.07% | -7.87% | -4.58% | -4.76% | -10.94% | |||||
| 2025 | +3.78% | -1.57% | -3.82% | -7.77% | +10.67% | -0.97% | -0.16% | +4.92% | -6.54% | +1.25% | +0.49% | -3.25% | -4.29% |
| 2024 | +1.39% | +6.20% | +4.79% | +1.06% | +5.99% | -3.69% | -6.21% | -0.40% | -1.16% | -0.15% | +5.98% | -2.14% | +11.30% |
| 2023 | +8.95% | +1.77% | -6.62% | -0.70% | +2.83% | +11.25% | +8.28% | -0.36% | +4.39% | -7.13% | +5.48% | +4.44% | +35.52% |
| 2022 | +2.50% | +2.52% | +1.07% | -4.01% | -2.28% | -10.22% | +6.78% | +14.52% | -20.36% | +7.24% | +13.05% | -4.99% | +0.34% |
| 2021 | +13.93% | +14.25% | +1.78% | +5.90% | -2.00% | -1.76% | +0.73% | -0% | -3.01% | +3.55% | -2.24% | +0.27% | +33.98% |
| 2020 | -1.09% | -11.75% | -53.15% | +30.52% | +14.64% | -1.17% | -1.05% | -4.33% | -5.03% | -8.47% | +43.33% | +1.14% | -27.85% |
| 2019 | +23.39% | +0.13% | +1.74% | +3.24% | -0.64% | +4.60% | +3.48% | -0% | +1.11% | -1.50% | +6.50% | +6.08% | +57.04% |
| 2018 | +1.59% | -8.87% | +2.40% | +2.87% | +5.96% | +0.51% | +6.82% | -6.89% | +0.87% | -4.96% | +1.54% | -18.58% | -18.12% |
| 2017 | -0% | +8.02% | +6.08% | +3.51% | -7.51% | +4.15% | -0% | -7.67% | +6.16% | -3.11% | +1.52% | -3.38% | +6.44% |
Drawdown analysis of MidCap Financial Investment (MFIC)
The maximum drawdown for the MFIC was -88.03%, occurring on Mar 11, 2009. Recovery took 2610 trading sessions.
The current MFIC drawdown is -22.08%.
Since May 5, 2004 MFIC has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -88.03% | Jun 19, 2007 | 435 | Mar 11, 2009 | 2610 | Jul 24, 2019 | 3045 |
| -67.60% | Dec 17, 2019 | 74 | Apr 3, 2020 | 269 | Apr 29, 2021 | 343 |
| -26.88% | Jun 7, 2024 | 208 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -23.41% | Apr 20, 2022 | 40 | Jun 16, 2022 | 33 | Aug 4, 2022 | 73 |
| -23.16% | Aug 12, 2022 | 34 | Sep 30, 2022 | 171 | Jun 7, 2023 | 205 |
| -15.84% | Feb 20, 2007 | 9 | Mar 5, 2007 | 62 | Jun 1, 2007 | 71 |
| -13.61% | Jun 14, 2021 | 132 | Dec 20, 2021 | 83 | Apr 20, 2022 | 215 |
| -10.97% | Apr 6, 2005 | 10 | Apr 20, 2005 | 38 | Jun 14, 2005 | 48 |
| -10.84% | Sep 23, 2005 | 17 | Oct 18, 2005 | 155 | Jun 1, 2006 | 172 |
| -9.71% | Sep 28, 2023 | 21 | Oct 27, 2023 | 32 | Dec 13, 2023 | 53 |
| -9.02% | May 7, 2021 | 12 | May 25, 2021 | 12 | Jun 11, 2021 | 24 |
| -7.74% | Jun 1, 2006 | 9 | Jun 14, 2006 | 31 | Jul 28, 2006 | 40 |
| -7.54% | Sep 20, 2019 | 9 | Oct 3, 2019 | 24 | Nov 6, 2019 | 33 |
| -7.53% | Sep 3, 2004 | 24 | Oct 8, 2004 | 33 | Nov 24, 2004 | 57 |
| -7.39% | Nov 14, 2006 | 12 | Dec 1, 2006 | 45 | Feb 8, 2007 | 57 |
| -7.21% | Jul 11, 2005 | 5 | Jul 18, 2005 | 13 | Aug 4, 2005 | 18 |
| -6.45% | Aug 7, 2023 | 11 | Aug 22, 2023 | 19 | Sep 19, 2023 | 30 |
| -6.43% | Aug 15, 2005 | 3 | Aug 18, 2005 | 17 | Sep 13, 2005 | 20 |
| -5.99% | Jan 12, 2005 | 7 | Jan 24, 2005 | 2 | Jan 26, 2005 | 9 |
| -5.40% | Oct 26, 2006 | 5 | Nov 2, 2006 | 4 | Nov 8, 2006 | 9 |
| -5.38% | May 6, 2004 | 2 | May 10, 2004 | 30 | Jun 23, 2004 | 32 |
| -5.30% | Feb 10, 2005 | 11 | Feb 28, 2005 | 11 | Mar 15, 2005 | 22 |
| -5.23% | Jun 23, 2004 | 10 | Jul 8, 2004 | 33 | Aug 24, 2004 | 43 |
| -4.75% | Jul 30, 2019 | 12 | Aug 15, 2019 | 16 | Sep 9, 2019 | 28 |
| -4.32% | Jun 15, 2023 | 5 | Jun 23, 2023 | 4 | Jun 29, 2023 | 9 |