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Performance analysis of WhiteHorse Finance (WHFCL)

Annual Return

Since Aug 28, 2023, WHFCL has had an average annual return of +9.99%, underperforming the benchmark SPY, which returned +22.75% annual.

2026202520242023
+4.86%+8.19%+9.13%+5.11%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.52%+0.40%+1.07%+1.43%-0.12%+1.47%+4.86%
2025+1.09%+0.43%+0.64%-0.04%+0.91%+0.64%+1.11%+0.28%+0.48%+0.56%+0.71%+1.08%+8.19%
2024+0.72%+1.16%+1.15%-0.30%+1.47%+0.40%+0.87%+0.97%+1.57%+0.07%+0.88%-0.17%+9.13%
2023+1.34%+0.44%+1.14%+1.37%+0.72%+5.11%

Drawdown analysis of WhiteHorse Finance (WHFCL)

The maximum drawdown for the WHFCL was -1.71%, occurring on Oct 30, 2023. Recovery took 22 trading sessions.

DepthStartTo BottomBottomTo RecoverEndTotal
-1.71%Sep 20, 202328Oct 30, 202322Nov 30, 202350
-1.51%Mar 9, 20264Mar 13, 202626Apr 21, 202630
-1.36%Oct 3, 202416Oct 25, 202424Nov 29, 202440
-1.28%Apr 4, 20251Apr 7, 202517May 1, 202518
-0.90%Jan 5, 20246Jan 16, 202413Feb 2, 202419
-0.90%Apr 30, 20269May 13, 202612Jun 1, 202621
-0.88%Dec 22, 20232Dec 27, 20236Jan 5, 20248
-0.79%May 6, 20253May 9, 20252May 13, 20255
-0.79%May 13, 20258May 23, 20253May 29, 202511
-0.78%Apr 1, 202417Apr 24, 202411May 9, 202428
-0.78%Jan 12, 202618Feb 6, 202613Feb 26, 202631
-0.76%Dec 5, 202416Dec 30, 20245Jan 7, 202521
-0.75%Mar 17, 20252Mar 19, 202512Apr 4, 202514
-0.69%Jan 7, 20253Jan 13, 20256Jan 22, 20259
-0.68%Aug 29, 20231Aug 30, 20231Aug 31, 20232
-0.67%Mar 19, 20245Mar 26, 20242Mar 28, 20247
-0.58%Jul 17, 20244Jul 23, 20245Jul 30, 20249
-0.52%Oct 27, 20253Oct 30, 20252Nov 3, 20255
-0.51%Oct 21, 20251Oct 22, 20251Oct 23, 20252
-0.51%Aug 5, 202510Aug 19, 20252Aug 21, 202512
-0.50%May 21, 20242May 23, 20245May 31, 20247
-0.50%Jan 28, 20251Jan 29, 20252Jan 31, 20253
-0.49%Dec 1, 20255Dec 8, 20257Dec 17, 202512
-0.48%Jun 5, 20244Jun 11, 20247Jun 21, 202411
-0.48%Feb 13, 20246Feb 22, 20242Feb 26, 20248