FCRX vs ROOT

Comparison between Crescent Capital BDC, Inc. 5.00% Notes due 2026 (FCRX, Company) and Root Inc - Class A (ROOT, Company).

5-Year PerformanceFCRX has outperformed ROOT, delivering a return of +4.3% compared to -16.0%

FCRX vs ROOT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FCRX(COMPANY)	ROOT(COMPANY)
Market Cap	$918M	$915M
Max Drawdown	18.44%	99.29%
Sharpe Ratio	0.72	-0.84
5Y Beta	N/A	1.45
Industry	N/A	Insurance - Property & Casualty
P/E Ratio	25.50	12.79
Forward P/E	N/A	1.70
Dividend Yield	6.67%	N/A
Debt to Equity	122.58%	61.46%
Free Cash Flow Yield	5.35%	20.65%
P/S Ratio	N/A	0.59
P/B Ratio	N/A	2.87

Market Cap

Winner

FCRX

$918M

ROOT

$915M

Max Drawdown

Winner

FCRX

18.44%

ROOT

99.29%

Sharpe Ratio

Winner

FCRX

0.72

ROOT

-0.84

5Y Beta

FCRX

N/A

ROOT

1.45

Industry

FCRX

N/A

ROOT

Insurance - Property & Casualty

P/E Ratio

FCRX

25.50

Winner

ROOT

12.79

Forward P/E

FCRX

N/A

ROOT

1.70

Dividend Yield

FCRX

6.67%

ROOT

N/A

Debt to Equity

FCRX

122.58%

Winner

ROOT

61.46%

Free Cash Flow Yield

FCRX

5.35%

Winner

ROOT

20.65%

P/S Ratio

FCRX

N/A

ROOT

0.59

P/B Ratio

FCRX

N/A

ROOT

2.87

FCRX vs ROOT - Historical Returns

Returns include dividend reinvestment.

Period	FCRX	ROOT
1 month	+0.20%	+10.27%
3 months	+1.00%	+6.63%
6 months	+1.95%	-16.50%
1 year	+5.99%	-54.63%
5 years(CAGR)	+4.31%	-16.04%
Max(CAGR)	+4.20%	-31.08%

FCRX

+0.20%

Winner

ROOT

+10.27%

FCRX

+1.00%

Winner

ROOT

+6.63%

Winner

FCRX

+1.95%

ROOT

-16.50%

Winner

FCRX

+5.99%

ROOT

-54.63%

5Y(CAGR)

Winner

FCRX

+4.31%

ROOT

-16.04%

Max(CAGR)

Winner

FCRX

+4.20%

ROOT

-31.08%

FCRX vs ROOT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	FCRX	ROOT
2026	+1.95%	-18.84%
2025	+7.31%	-1.63%
2024	+8.98%	+593.31%
2023	+4.08%	+143.16%
2022	-4.88%	-92.42%
2021	+3.03%	-80.69%
2020	N/A	-41.81%

FCRX vs ROOT Drawdown Comparison

The maximum drawdown for FCRX was -15.21%, occurring on Oct 21, 2022. Recovery took 631 trading sessions.

The maximum drawdown for ROOT was -99.29%, occurring on Mar 13, 2023. This drawdown has not yet recovered.

The current FCRX drawdown is -0.08%. The current ROOT drawdown is -88.16%.

Rank	FCRX	ROOT
#1	-15.21% Nov 30, 2021 - Jun 5, 2024	-99.29% Oct 28, 2020 - Mar 13, 2023
#2	-2.47% Jun 14, 2021 - Aug 5, 2021	N/A
#3	-1.68% Aug 31, 2021 - Nov 22, 2021	N/A
#4	-1.56% Jun 5, 2024 - Aug 8, 2024	N/A
#5	-1.56% Apr 3, 2025 - Jun 6, 2025	N/A
#6	-1.54% Aug 16, 2021 - Aug 24, 2021	N/A
#7	-1.29% Nov 22, 2021 - Nov 29, 2021	N/A
#8	-1.26% Oct 14, 2024 - Nov 29, 2024	N/A
#9	-1.17% Jun 25, 2025 - Jul 29, 2025	N/A
#10	-1.05% Aug 26, 2024 - Sep 4, 2024	N/A
#11	-1.02% Nov 29, 2024 - Jan 21, 2025	N/A
#12	-0.80% Dec 3, 2025 - Feb 5, 2026	N/A
#13	-0.73% Sep 27, 2024 - Oct 1, 2024	N/A
#14	-0.68% Sep 2, 2025 - Sep 17, 2025	N/A
#15	-0.68% Oct 3, 2025 - Oct 16, 2025	N/A