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 −5.26% over the past year and −5.05% YTD, with dividends reinvested. Since Jun. 14, 2017, CGBD is up +17.52% in real purchasing-power return, or +1.76%/yr, and is currently −29.44% below its real total-return high on Jan. 28, 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
×
+17.52%
+1.76%/yr
+4.88%/yr
R2=0.316
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
$11,752.39
2026-09-15

This Year’s Performance

through 2026-09-15

  YTD YoY
CGBD
×
−5.05% −5.26%

Drawdowns

  Current
Drawdown
Worst
Drawdown
CGBD
×
−29.44%
on 2026-09-15
from 2025-01-28 peak
−72.91%
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
×
−5.26% −23.12%
−12.32%/yr
−7.82%
−2.68%/yr
+7.10%
+1.38%/yr

Annual Returns

Year CGBD
2026 (YTD) −5.05%
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%