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BCIC vs SPY

Comparison between Portman Ridge Finance Corp (BCIC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BCIC, delivering a return of +12.4% compared to -9.8%

BCIC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BCIC
$87M
Winner
SPY
$781B
Expense Ratio
BCIC
N/A
SPY
0.09%
Max Drawdown
BCIC
96.47%
Winner
SPY
56.47%
Sharpe Ratio
BCIC
-1.45
Winner
SPY
1.12
5Y Beta
Winner
BCIC
0.49
SPY
1.00
Industry
BCIC
Asset Management
SPY
N/A
P/E Ratio
Winner
BCIC
-58.57
SPY
28.53
Forward P/E
Winner
BCIC
4.62
SPY
21.47
PEG Ratio
BCIC
0.60
SPY
N/A
Dividend Yield
BCIC
21.20%
SPY
N/A
5Y Dividends CAGR
BCIC
-7.00%
Winner
SPY
6.00%
5Y EPS CAGR
BCIC
N/A
SPY
25.58%
Debt to Equity
BCIC
174.30%
Winner
SPY
32.09%
P/S Ratio
Winner
BCIC
1.31
SPY
3.75
P/B Ratio
Winner
BCIC
0.46
SPY
5.64

BCIC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BCIC
+1.50%
SPY
+0.78%
3M
BCIC
-6.00%
Winner
SPY
+3.76%
6M
BCIC
-38.77%
Winner
SPY
+7.78%
1Y
BCIC
-33.54%
Winner
SPY
+17.76%
5Y(CAGR)
BCIC
-9.76%
Winner
SPY
+12.44%
10Y(CAGR)
BCIC
-2.68%
Winner
SPY
+14.90%
Max(CAGR)
BCIC
-1.79%
Winner
SPY
+8.44%

BCIC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBCICSPY
2026-35.53%+8.74%
2025-16.24%+18.00%
2024+3.49%+25.59%
2023-6.94%+26.72%
2022+3.90%-18.64%
2021+48.40%+30.52%
2020+6.71%+17.28%
2019-17.38%+31.09%
2018+9.28%-5.24%
2017-5.42%+20.78%
2016+10.98%+13.59%
2015-33.93%+1.31%
2014-4.33%+14.56%
2013-4.10%+29.00%
2012+58.75%+14.17%
2011-0.48%+0.85%
2010+89.02%+13.14%
2009+47.09%+22.67%
2008-60.06%-36.25%
2007-22.26%+5.32%
2006+9.08%+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

BCIC vs SPY Drawdown Comparison

The maximum drawdown for BCIC was -91.46%, occurring on Mar 11, 2009. Recovery took 1344 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current BCIC drawdown is -57.70%. The current SPY drawdown is -2.47%.

RankBCICSPY
#1-91.46%
Jun 5, 2007 - Oct 2, 2012		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-81.34%
Jul 17, 2013 - Mar 18, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-19.19%
Oct 5, 2012 - Dec 18, 2012		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-16.39%
Jan 30, 2007 - Apr 16, 2007		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.44%
May 17, 2013 - Jun 28, 2013		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.27%
Apr 2, 2013 - Apr 26, 2013		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.82%
Dec 28, 2006 - Jan 26, 2007		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.85%
Apr 29, 2013 - May 9, 2013		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.47%
Apr 20, 2007 - May 16, 2007		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.29%
May 22, 2007 - Jun 4, 2007		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.27%
Jun 28, 2013 - Jul 15, 2013		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.72%
Feb 19, 2013 - Mar 6, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.01%
Dec 18, 2012 - Jan 2, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.89%
Mar 11, 2013 - Mar 25, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.28%
Dec 20, 2006 - Dec 27, 2006		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BCIC and SPY is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36
-101

Dividend Comparison (1999 - 2026)

BCIC vs SPY dividend yield comparison.

YearBCICSPY
202610.11%0.50%
202516.65%1.07%
202416.89%1.21%
202315.12%1.40%
202211.13%1.65%
20219.77%1.20%
202012.57%1.52%
201946.68%1.75%
201811.56%2.04%
201714.08%1.80%
201615.08%2.03%
201515.48%2.06%
201414.66%1.87%
201313.14%1.81%
201210.23%2.18%
201111.09%2.05%
20109.76%1.80%
200920.18%1.95%
200839.56%3.02%
200711.67%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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