Investor Presentaiton
Comparative Total Return LTM
140%
130%
120%
110%
100%
90%
80%
70%
سر
Mar
Apr
Feb
S&P/LSTA U.S. Leveraged Loan 100 (6.84%)
RJ BDC Index (Equal Weight) (0.14%)
60%
Jun
Jul
SCM (31.16%)
Aug
Sep
Oct
Alerian MLP (8.80%)
Nov
Dec
Jan
S&P 500 (4.94%)
MSCI US REIT Index (-10.28%)
RJ BDC Index (Mkt Cap Weight) (3.10%).
MVIS U.S. Mortgage REITS (-30.06%)
.31.16%
8.80%
6.84%
4.94%
3.10%
. 0.14%
-10.28%
-30.06%
05/12/2022 to 05/12/2023
FactSet's total return calculation begins with the closing stock price one day after each respective BDC's IPO
Total return assumes dividends are reinvested on the ex-dividend dates
RJ BDC Index consists of: ARCC, BCSF, BBDC, BKCC, BXSL, CCAP, CGBD, CION, CSWC, FCRD, FDUS, FSK, GAIN, GBDC, GECC, GLAD, GSBD, HRZN, HTGC, ICMB, LRFC, MAIN, MFIC, MRCC, NMFC, OCSL, OFS, ORCC, OXSQ, PFLT, PFX, PNNT, PTMN,
PSEC, RWAY, SAR, SCM, SLRC, TCPC, TPVG, TRIN, TSLX and WHF
20View entire presentation