All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

CGBD: Total Return Chart (with Dividends Reinvested)

CGBD total return snapshot: CGBD returned −2.03% over the past year and −1.71% YTD, with dividends reinvested. Since Jun. 14, 2017, CGBD is up +61.01% in nominal total return, or +5.28%/yr, and is currently −25.49% below its total-return high on Jan. 31, 2025.

Data ending Tue Sep. 15, 2026

Growth of $10,000

Wed 2017-06-14💬 to Tue 2026-09-15 Overall
Return 		Exponential
Trendline
CGBD × 		+61.01%
+5.28%/yr 		+8.92%/yr
R2=0.569
Carlyle Secured Lending Inc NASDAQ Common Stock

Growth of $10,000 Summary

Wed 2017-06-14💬 to Tue 2026-09-15 Start
Value 		End
Value
CGBD × 		$10,000.00
2017-06-14 		$16,101.39
2026-09-15

This Year’s Performance

through 2026-09-15

  YTD YoY
CGBD × 		−1.71% −2.03%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
CGBD × 		−25.49%
on 2026-09-15
from 2025-01-31 peak 		−71.62%
on 2020-03-23
from 2017-12-29 peak

Rolling Returns

Period ending Tue 2026-09-15 1 yr 2 yr 3 yr 5 yr 10 yr
CGBD × 		−2.03% −18.13%
−9.52%/yr 		+0.58%
+0.19%/yr 		+31.15%
+5.57%/yr 		—

Annual Returns

Year CGBD
2026 (YTD) −1.71%
2025 −21.53%
2024 +28.94%
2023 +11.16%
2022 +13.21%
2021 +44.13%
2020 −8.34%
2019 +19.39%
2018 −31.01%
2017 +18.24%