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 −16.63% over the past year and −13.29% YTD, with dividends reinvested. Since Jun. 14, 2017, CGBD is up +7.32% in real purchasing-power return, or +0.78%/yr, and is currently −35.57% below its real total-return high on Jan. 28, 2025.

Data ending Tue Jul. 21, 2026

Growth of $10,000

Wed 2017-06-14💬 to Tue 2026-07-21 Overall
Return
Exponential
Trendline
CGBD
×
+7.32%
+0.78%/yr
+5.08%/yr
R2=0.326
Carlyle Secured Lending Inc NASDAQ Common Stock

Growth of $10,000 Summary

Wed 2017-06-14💬 to Tue 2026-07-21 Start
Value
End
Value
CGBD
×
$10,000.00
2017-06-14
$10,732.34
2026-07-21

This Year’s Performance

through 2026-07-21

  YTD YoY
CGBD
×
−13.29% −16.63%

Drawdowns

  Current
Drawdown
Worst
Drawdown
CGBD
×
−35.57%
on 2026-07-21
from 2025-01-28 peak
−72.91%
on 2020-03-23
from 2017-12-29 peak

Rolling Returns

Period ending Tue 2026-07-21 1 yr 2 yr 3 yr 5 yr 10 yr
CGBD
×
−16.63% −32.23%
−17.68%/yr
−17.07%
−6.05%/yr
−0.65%
−0.13%/yr

Annual Returns

Year CGBD
2026 (YTD) −13.29%
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%