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 Thu 2025-06-26 YTD
Return
TRR
Price
ARCC
×
+1.83%
2025-06-26
7.326 TRR
2025-06-26
Ares Capital Corporation NASDAQ Common Stock
OBDC
×
−2.40%
2025-06-26
1.3 TRR
2025-06-26
Blue Owl Capital Corporation NYSE Common Stock
CSWC
×
+5.01%
2025-06-26
35.01 TRR
2025-06-26
Capital Southwest Corporation NASDAQ Common Stock
CCAP
×
−23.45%
2025-06-26
1.293 TRR
2025-06-26
Crescent Capital BDC Inc NASDAQ Common Stock
FDUS
×
−2.61%
2025-06-26
4.033 TRR
2025-06-26
Fidus Investment Corp NASDAQ Common Stock

Returns

Mon 2020-02-03? to Thu 2025-06-26 Overall
Return
Exponential
Trendline
ARCC
×
+56.36%
+8.64%/yr
+11.98%/yr
(R2=0.732)
Ares Capital Corporation NASDAQ Common Stock
OBDC
×
+24.51%
+4.15%/yr
+8.59%/yr
(R2=0.668)
Blue Owl Capital Corporation NYSE Common Stock
CSWC
×
+53.60%
+8.28%/yr
+13.93%/yr
(R2=0.531)
Capital Southwest Corporation NASDAQ Common Stock
CCAP
×
+29.31%
+4.88%/yr
+11.38%/yr
(R2=0.554)
Crescent Capital BDC Inc NASDAQ Common Stock
FDUS
×
+102.60%
+13.99%/yr
+21.74%/yr
(R2=0.786)
Fidus Investment Corp NASDAQ Common Stock

Growth of $10,000

Mon 2020-02-03? to Thu 2025-06-26 Start
Value
End
Value
ARCC
×
$10,000.00
2020-02-03
$15,636.23
2025-06-26
Ares Capital Corporation NASDAQ Common Stock
OBDC
×
$10,000.00
2020-02-03
$12,451.06
2025-06-26
Blue Owl Capital Corporation NYSE Common Stock
CSWC
×
$10,000.00
2020-02-03
$15,359.66
2025-06-26
Capital Southwest Corporation NASDAQ Common Stock
CCAP
×
$10,000.00
2020-02-03
$12,930.73
2025-06-26
Crescent Capital BDC Inc NASDAQ Common Stock
FDUS
×
$10,000.00
2020-02-03
$20,259.77
2025-06-26
Fidus Investment Corp NASDAQ Common Stock

Annual Returns

Year ARCC OBDC CSWC CCAP FDUS
2025 (YTD) +1.83% −2.40% +5.01% −23.45% −2.61%
2024 +16.40% +11.53% −2.99% +20.00% +17.17%
2023 +16.14% +38.81% +53.92% +47.72% +16.28%
2022 −9.66% −15.00% −28.62% −23.41% +10.02%
2021 +27.20% +13.98% +49.46% +23.76% +40.71%
2020 −0.51% −25.59% −7.79% +0.53% −2.11%
2019 +28.32% +19.38% +20.89% +34.24%
2018 +6.85% +20.87% −15.21%
2017 +2.29% +7.71% +4.05%
2016 +25.43% +16.93% +24.73%
2015 +0.06% −0.99% +1.38%
2014 −4.33% +7.91% −25.38%
2013 +9.43% +37.94% +43.73%
2012 +22.59% +20.06% +37.26%
2011 −0.39% −23.69% −9.04%
2010 +43.31% +29.79%
2009 +140.46% −29.08%
2008 −48.59% −8.74%
2007 −18.83% −9.90%
2006 +27.12% +36.07%
2005 −13.81% +11.43%
2004 +31.26% +22.67%
2003 +21.20%
2002 −25.70%
2001 +23.51%
2000 −14.99%
1999 −32.58%
1998 −7.48%
1997 +25.65%
1996 +37.31%
1995 +32.85%
1994 −6.37%
1993 +9.70%
1992 +33.66%
1991 +25.14%
1990 −27.67%
1989 +35.99%
1988 +13.34%
1987 −0.13%
1986 +51.70%
1985 +12.88%
1984 +9.96%
1983 +22.65%
1982 −18.55%
1981 −2.57%
1980 +36.91%

Drawdowns

Mon 2020-02-03? to Thu 2025-06-26 Current
Drawdown
Worst
Drawdown
ARCC
×
−5.72% −56.80%
2020-03-23
Ares Capital Corporation NASDAQ Common Stock
OBDC
×
−5.55% −48.25%
2020-03-23
Blue Owl Capital Corporation NYSE Common Stock
CSWC
×
−12.00% −60.81%
2020-03-20
Capital Southwest Corporation NASDAQ Common Stock
CCAP
×
−25.75% −63.69%
2020-03-23
Crescent Capital BDC Inc NASDAQ Common Stock
FDUS
×
−11.64% −68.57%
2020-03-18
Fidus Investment Corp NASDAQ Common Stock