All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
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
| 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 | ||||||
| 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 |
| YTD | YoY | |
|---|---|---|
| CGBD × | −5.05% | −5.26% |
|
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 |
| 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 |
— |
| 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% |