The total return over the past 12 months is +4.30% vs. +16.94% for the S&P 500. So far it's up +2.66% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (8.82%) | +0.21% | N/A | N/A | N/A | N/A |
| Total Return CAGR | +4.30% | +14.48% | N/A | N/A | N/A | N/A |
| Revenue CAGR | +63.64% | +137.58% | N/A | N/A | N/A | N/A |
| Net Income CAGR | +31.95% | +169.02% | N/A | N/A | N/A | N/A |
| EPS CAGR | (32.31%) | +67.60% | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | +112.90% | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | (6.43%) | N/A | N/A | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Chicago Atlantic BDC, Inc. (LIEN)
| Year | Start price | End price | LIEN Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $10.33 | $9.57 | +2.66% | +14.51% | (11.85%) |
| 2025 | $12.19 | $10.33 | (3.95%) | +17.72% | (21.67%) |
| 2024 | $8.44 | $12.19 | +58.91% | +24.89% | +34.02% |
| 2023 | $9.80 | $8.44 | (0.90%) | +26.19% | (27.09%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.