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

Total Real Returns

CGBD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

CGBD real return snapshot: after CPI-U inflation, CGBD returned −9.40% over the past year and −5.91% YTD, with dividends reinvested. Since Jun. 14, 2017, CGBD is up +16.46% in real purchasing-power return, or +1.67%/yr, and is currently −30.08% below its real total-return high on Jan. 28, 2025.

Data ending Wed Aug. 26, 2026

Growth of $10,000

Wed 2017-06-14💬 to Wed 2026-08-26 Overall
Return 		Exponential
Trendline
CGBD × 		+16.46%
+1.67%/yr 		+4.93%/yr
R2=0.317
Carlyle Secured Lending Inc NASDAQ Common Stock

Growth of $10,000 Summary

Wed 2017-06-14💬 to Wed 2026-08-26 Start
Value 		End
Value
CGBD × 		$10,000.00
2017-06-14 		$11,645.52
2026-08-26

This Year’s Performance

through 2026-08-26

  YTD YoY
CGBD × 		−5.91% −9.40%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
CGBD × 		−30.08%
on 2026-08-26
from 2025-01-28 peak 		−72.91%
on 2020-03-23
from 2017-12-29 peak

Rolling Returns

Period ending Wed 2026-08-26 1 yr 2 yr 3 yr 5 yr 10 yr
CGBD × 		−9.40% −20.10%
−10.61%/yr 		−7.49%
−2.56%/yr 		+3.61%
+0.71%/yr 		—

Annual Returns

Year CGBD
2026 (YTD) −5.91%
2025 −23.57%
2024 +25.33%
2023 +7.56%
2022 +6.33%
2021 +34.65%
2020 −9.57%
2019 +16.73%
2018 −32.30%
2017 +17.43%