Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KBDC (Kayne Anderson BDC, Inc.) | 3.14% | 2.37% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/22/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBDC (Kayne Anderson BDC, Inc.) | 05/22/2024 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.04 | 2.37 | NA | NA | NA | NA | NA | … | … | 3.14 | -2.39 | 9.87 |
| Sharpe Ratio | NA | -0.01 | NA | NA | NA | NA | NA | … | … | 0.21 | -0.27 | 0.98 |
| Standard Deviation(%) | NA | 20.32 | NA | NA | NA | NA | NA | … | … | 23.89 | 19.35 | 13.49 |
| Draw Down(%) | NA | 16.64 | NA | NA | NA | NA | NA | … | … | 11.71 | 19.59 | 4.27 |
| Yield(%) | 0.00 | 10.77 | 7.16 | 4.29 | 2.15 | 1.43 | 1.07 | … | … | 2.80 | 10.78 | 7.98 |
Data as of 06/05/2026, Common starting date is 05/22/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBDC (Kayne Anderson BDC, Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBDC (Kayne Anderson BDC, Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart