All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

ARCC,OBDC,CSWC,CCAP,FDUS: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Mon 2020-02-03? to Fri 2025-10-10 YTD
Return
TRR
Price
ARCC
×
−10.43%
2025-10-10
6.446 TRR
2025-10-10
Ares Capital Corporation NASDAQ Common Stock
OBDC
×
−15.23%
2025-10-10
1.15 TRR
2025-10-10
Blue Owl Capital Corporation NYSE Common Stock
CSWC
×
−5.39%
2025-10-10
33.78 TRR
2025-10-10
Capital Southwest Corporation NASDAQ Common Stock
CCAP
×
−26.02%
2025-10-10
1.25 TRR
2025-10-10
Crescent Capital BDC Inc NASDAQ Common Stock
FDUS
×
−3.35%
2025-10-10
4.003 TRR
2025-10-10
Fidus Investment Corp NASDAQ Common Stock

Returns

Mon 2020-02-03? to Fri 2025-10-10 Overall
Return
Exponential
Trendline
ARCC
×
+37.55%
+5.77%/yr
+11.87%/yr
(R2=0.757)
Ares Capital Corporation NASDAQ Common Stock
OBDC
×
+10.07%
+1.70%/yr
+8.74%/yr
(R2=0.705)
Blue Owl Capital Corporation NYSE Common Stock
CSWC
×
+43.27%
+6.53%/yr
+13.67%/yr
(R2=0.561)
Capital Southwest Corporation NASDAQ Common Stock
CCAP
×
+24.98%
+4.00%/yr
+10.37%/yr
(R2=0.535)
Crescent Capital BDC Inc NASDAQ Common Stock
FDUS
×
+101.08%
+13.08%/yr
+20.97%/yr
(R2=0.797)
Fidus Investment Corp NASDAQ Common Stock

Growth of $10,000

Mon 2020-02-03? to Fri 2025-10-10 Start
Value
End
Value
ARCC
×
$10,000.00
2020-02-03
$13,755.46
2025-10-10
Ares Capital Corporation NASDAQ Common Stock
OBDC
×
$10,000.00
2020-02-03
$11,007.26
2025-10-10
Blue Owl Capital Corporation NYSE Common Stock
CSWC
×
$10,000.00
2020-02-03
$14,326.71
2025-10-10
Capital Southwest Corporation NASDAQ Common Stock
CCAP
×
$10,000.00
2020-02-03
$12,497.66
2025-10-10
Crescent Capital BDC Inc NASDAQ Common Stock
FDUS
×
$10,000.00
2020-02-03
$20,108.30
2025-10-10
Fidus Investment Corp NASDAQ Common Stock

Annual Returns

Year ARCC OBDC CSWC CCAP FDUS
2025 (YTD) −10.43% −15.23% −5.39% −26.02% −3.35%
2024 +16.45% +11.45% −0.72% +20.08% +17.18%
2023 +16.15% +38.90% +50.98% +47.60% +16.30%
2022 −9.72% −14.96% −29.01% −23.44% +9.98%
2021 +27.25% +13.93% +47.07% +23.81% +40.75%
2020 −0.51% −24.28% −2.88% +0.56% −2.11%
2019 +28.41% +19.43% +20.04% +34.24%
2018 +6.74% +20.89% −15.20%
2017 +2.33% +7.72% +4.05%
2016 +25.43% +16.93% +24.70%
2015 +0.06% −0.91% +1.39%
2014 −4.32% +8.11% −25.37%
2013 +9.42% +38.41% +43.72%
2012 +22.60% +20.18% +37.26%
2011 −0.40% −23.64% −9.04%
2010 +43.31% +29.90%
2009 +140.45% −29.00%
2008 −48.58% −8.48%
2007 −18.85% −9.87%
2006 +27.16% +36.15%
2005 −13.80% +11.50%
2004 +31.24% +22.73%
2003 +21.32%
2002 −25.61%
2001 +23.61%
2000 −14.90%
1999 −32.54%
1998 −7.41%
1997 +25.74%
1996 +37.42%
1995 +33.04%
1994 −6.22%
1993 +9.87%
1992 +33.87%
1991 +25.49%
1990 −27.52%
1989 +36.70%
1988 +13.55%
1987 −0.07%
1986 +51.75%
1985 +12.95%
1984 +9.94%
1983 +22.63%
1982 −18.53%
1981 −2.60%
1980 +36.99%

Drawdowns

Mon 2020-02-03? to Fri 2025-10-10 Current
Drawdown
Worst
Drawdown
ARCC
×
−17.47% −56.79%
2020-03-23
Ares Capital Corporation NASDAQ Common Stock
OBDC
×
−17.99% −48.25%
2020-03-23
Blue Owl Capital Corporation NYSE Common Stock
CSWC
×
−19.88% −60.13%
2020-03-18
Capital Southwest Corporation NASDAQ Common Stock
CCAP
×
−28.25% −63.71%
2020-03-23
Crescent Capital BDC Inc NASDAQ Common Stock
FDUS
×
−12.31% −68.58%
2020-03-18
Fidus Investment Corp NASDAQ Common Stock