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Performance analysis of SLR Senior Investment (SUNS)

Annual Return

Over the past 3 years, SUNS has had an average annual return of -14.95%, underperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, SUNS has had an average annual return of -7.25%, underperforming the benchmark SPY, which returned +12.78% annual.

Over the past 10 years, SUNS has had an average annual return of -0.15%, underperforming the benchmark SPY, which returned +14.91% annual.

Since Feb 25, 2011, SUNS has had an average annual return of +1.59%, underperforming the benchmark SPY, which returned +13.85% annual.

202620252024202220212020201920182017201620152014
-7.70%-24.90%+3.90%+3.45%+4.48%-9.39%+26.38%-7.37%+17.17%+20.85%+8.92%-10.50%
201320122011
+5.28%+27.75%-16.83%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-0.32%-0.32%-14.95%-2.35%+18.83%-7.86%+2.15%-7.70%
2025-14.77%+1.50%-6.65%-2.80%-0.18%+1.49%-5.57%+10.49%-3.35%-4.91%+1.73%-3.18%-24.90%
2024-15.25%+17.42%+3.62%-4.65%+13.19%-6.63%+3.90%
2022+0.62%-2.61%+5.58%+0%+0%+3.45%
2021-1.56%+8.49%-2.92%+7.20%-1.20%-0.54%+1.63%+2.98%-0.83%+1.73%-2.51%-7.07%+4.48%
2020+1.11%-9.09%-38.21%+36.48%-1.78%+1.05%-1.42%+7.09%-4.81%-0.63%+19.49%-1.30%-9.39%
2019+10.73%+1.07%+3.59%+1.27%-6.37%-0.15%+6.15%+1.58%+5.67%-0.29%+2.78%-1.37%+26.38%
2018-1.84%-3.83%+2.28%+0.27%+0.09%-1.24%+3.40%+0.10%+1.07%-3.13%-2.19%-2.34%-7.37%
2017+2.60%+4.97%+3.64%+2.50%-5.33%-2.10%+6.03%-6.88%+6.44%+3.30%+1.33%+0.44%+17.17%

Drawdown analysis of SLR Senior Investment (SUNS)

The maximum drawdown for the SUNS was -61.13%, occurring on Mar 23, 2020. Recovery took 352 trading sessions.

The current SUNS drawdown is -35.28%.

Since Feb 25, 2011 SUNS has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 2 times
  • 30% or more: 3 times
  • 20% or more: 4 times
  • 10% or more: 8 times
DepthStartTo BottomBottomTo RecoverEndTotal
-61.13%Feb 18, 202024Mar 23, 2020352Aug 13, 2021376
-44.29%Nov 29, 202489Apr 10, 2025OngoingOngoingOngoing
-32.42%Oct 19, 2021124Jul 19, 202461Oct 15, 2024185
-28.90%Feb 25, 2011152Oct 3, 2011238Sep 12, 2012390
-16.84%Feb 24, 2014171Oct 27, 2014279Dec 4, 2015450
-16.32%Dec 4, 201547Feb 12, 201656May 4, 2016103
-12.91%Dec 12, 2017258Dec 21, 201826Jan 31, 2019284
-11.08%Oct 18, 20249Oct 31, 202420Nov 29, 202429
-9.77%Apr 26, 201796Sep 12, 201728Oct 20, 2017124
-9.46%Sep 2, 201642Nov 2, 201616Nov 25, 201658
-7.92%Jul 23, 201311Aug 7, 201356Oct 25, 201367
-7.33%Apr 16, 201951Jun 28, 201933Aug 15, 201984
-6.06%May 28, 201319Jun 24, 201311Jul 10, 201330
-6.04%Oct 5, 201228Nov 16, 20127Nov 28, 201235
-5.34%Mar 25, 201314Apr 15, 201316May 7, 201330
-4.82%Oct 25, 20137Nov 5, 201334Dec 24, 201341
-4.63%Jan 10, 20133Jan 15, 201341Mar 15, 201344
-4.56%Dec 24, 201326Feb 3, 201413Feb 21, 201439
-4.34%Aug 18, 202128Sep 28, 202114Oct 18, 202142
-4.33%Sep 26, 20198Oct 8, 201922Nov 7, 201930
-4.01%Nov 28, 20169Dec 9, 201615Jan 3, 201724
-3.86%Feb 22, 20194Feb 28, 201918Mar 26, 201922
-3.35%Dec 19, 20122Dec 21, 20126Jan 2, 20138
-3.15%Jun 15, 20168Jun 27, 20164Jul 1, 201612
-2.92%Dec 18, 20197Dec 30, 201916Jan 23, 202023