Performance analysis of WhiteHorse Finance (WHF)
Annual Return
Over the past 3 years, WHF has had an average annual return of -2.32%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, WHF has had an average annual return of -2.80%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, WHF has had an average annual return of +8.92%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Dec 6, 2012, WHF has had an average annual return of +7.09%, underperforming the benchmark SPY, which returned +15.16% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.66% | -14.98% | -8.37% | +6.41% | -5.95% | +25.85% | +18.83% | +20.74% | +4.98% | +21.78% | +20.37% | +11.23% |
| 2014 | 2013 | 2012 | |||||||||
| -15.11% | +11.84% | +5.30% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.45% | -6.11% | +21.78% | +2.70% | -8.64% | +1.05% | +4.66% | ||||||
| 2025 | +9.09% | +6.91% | -11.10% | -0.83% | -6.06% | +1.22% | -0.11% | -1.84% | -15.19% | +4.26% | +1.25% | -0.96% | -14.98% |
| 2024 | +1.71% | -0.48% | +2.74% | +3.87% | -0.23% | -1.56% | -2.85% | -0.25% | +0.47% | +3.67% | -9.62% | -5.32% | -8.37% |
| 2023 | +0.99% | +1.74% | -3.39% | -4.00% | -3.83% | +14.22% | +4.60% | -2.98% | +0.92% | -7.91% | +3.32% | +4.31% | +6.41% |
| 2022 | -1.03% | -0.13% | +0.79% | -2.06% | -4.06% | -4.67% | +7.23% | +3.97% | -22.20% | +13.78% | +6.12% | +0.61% | -5.95% |
| 2021 | -0.44% | +8.34% | +5.74% | +1.45% | +1.56% | -2.47% | +1.95% | +3.22% | -0.71% | +0.94% | +1.77% | +2.30% | +25.85% |
| 2020 | +1.39% | -9.50% | -41.30% | +33.19% | +3.50% | +8.91% | -6.02% | +10.64% | -5.42% | +7.10% | +34.37% | +3.84% | +18.83% |
| 2019 | +10.85% | -4.26% | +7.83% | +2.53% | -0.07% | -3.09% | +1.96% | -5.13% | +7.39% | +1.54% | +2.79% | -2.01% | +20.74% |
| 2018 | -3.20% | -15.24% | +15.93% | +3.79% | +11.09% | +3.70% | +0.20% | -4.68% | +2.82% | -10.50% | +5.71% | -0.65% | +4.98% |
| 2017 | +2.54% | +3.69% | +9.45% | +1.88% | +1.07% | -3.60% | -0.23% | +5.55% | +7.32% | -2.91% | -1.61% | -2.35% | +21.78% |
Drawdown analysis of WhiteHorse Finance (WHF)
The maximum drawdown for the WHF was -57.48%, occurring on Mar 18, 2020. Recovery took 169 trading sessions.
The current WHF drawdown is -26.63%.
Since Dec 6, 2012 WHF has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.48% | Feb 19, 2020 | 20 | Mar 18, 2020 | 169 | Nov 16, 2020 | 189 |
| -37.56% | May 22, 2024 | 439 | Feb 24, 2026 | Ongoing | Ongoing | Ongoing |
| -28.62% | Oct 16, 2015 | 85 | Feb 19, 2016 | 205 | Dec 9, 2016 | 290 |
| -25.48% | Aug 16, 2022 | 33 | Oct 3, 2022 | 194 | Jul 13, 2023 | 227 |
| -25.08% | Oct 20, 2017 | 89 | Mar 1, 2018 | 59 | May 24, 2018 | 148 |
| -19.21% | Nov 8, 2013 | 277 | Dec 16, 2014 | 99 | May 11, 2015 | 376 |
| -18.72% | Jun 14, 2018 | 99 | Nov 2, 2018 | 112 | Apr 17, 2019 | 211 |
| -16.90% | Apr 20, 2022 | 44 | Jun 23, 2022 | 37 | Aug 16, 2022 | 81 |
| -14.23% | Sep 25, 2015 | 2 | Sep 29, 2015 | 12 | Oct 15, 2015 | 14 |
| -12.29% | Aug 2, 2023 | 62 | Oct 30, 2023 | 47 | Jan 8, 2024 | 109 |
| -11.77% | May 11, 2015 | 53 | Jul 27, 2015 | 33 | Sep 11, 2015 | 86 |
| -11.38% | Apr 13, 2021 | 21 | May 12, 2021 | 111 | Oct 19, 2021 | 132 |
| -10.80% | May 6, 2019 | 71 | Aug 15, 2019 | 25 | Sep 20, 2019 | 96 |
| -9.06% | Jun 23, 2017 | 29 | Aug 4, 2017 | 22 | Sep 6, 2017 | 51 |
| -8.21% | Jun 18, 2013 | 3 | Jun 21, 2013 | 5 | Jun 28, 2013 | 8 |
| -7.19% | Jul 31, 2013 | 13 | Aug 19, 2013 | 21 | Sep 18, 2013 | 34 |
| -6.60% | Oct 20, 2021 | 1 | Oct 21, 2021 | 122 | Apr 18, 2022 | 123 |
| -5.75% | Mar 28, 2013 | 11 | Apr 15, 2013 | 11 | Apr 30, 2013 | 22 |
| -5.61% | Sep 18, 2013 | 15 | Oct 9, 2013 | 13 | Oct 28, 2013 | 28 |
| -5.49% | Dec 17, 2020 | 6 | Dec 28, 2020 | 25 | Feb 3, 2021 | 31 |
| -4.43% | Nov 13, 2019 | 27 | Dec 23, 2019 | 17 | Jan 17, 2020 | 44 |
| -3.85% | Apr 24, 2017 | 9 | May 5, 2017 | 2 | May 9, 2017 | 11 |
| -3.76% | May 9, 2017 | 8 | May 19, 2017 | 18 | Jun 15, 2017 | 26 |
| -3.59% | Mar 27, 2024 | 3 | Apr 2, 2024 | 12 | Apr 18, 2024 | 15 |
| -3.57% | Sep 20, 2019 | 9 | Oct 3, 2019 | 14 | Oct 23, 2019 | 23 |