The total return over the past 12 months is -18.37% vs. +16.94% for the S&P 500. So far it's up -18.40% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (27.83%) | (13.54%) | (8.39%) | (7.16%) | (6.23%) | (9.52%) |
| Total Return CAGR | (18.37%) | (2.44%) | +3.36% | +4.66% | +5.40% | +2.16% |
| Revenue CAGR | +10.87% | +6.48% | +4.49% | +0.07% | (0.50%) | +2.87% |
| Net Income CAGR | (129.89%) | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | (130.00%) | (38.85%) | N/A | N/A | (11.84%) | (5.35%) |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | +44.08% | +6.94% | (0.05%) | N/A | N/A |
| Dividends CAGR | (11.64%) | (10.31%) | (2.33%) | (4.46%) | (5.15%) | (5.09%) |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
MidCap Financial Investment Corporation (MFIC)
| Year | Start price | End price | MFIC Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $11.44 | $8.51 | (18.40%) | +14.51% | (32.91%) |
| 2025 | $13.49 | $11.44 | (4.29%) | +17.72% | (22.01%) |
| 2024 | $13.68 | $13.49 | +11.30% | +24.89% | (13.59%) |
| 2023 | $11.40 | $13.68 | +35.52% | +26.19% | +9.33% |
| 2022 | $12.79 | $11.40 | +0.34% | (18.17%) | +18.51% |
| 2021 | $10.63 | $12.79 | +33.91% | +28.74% | +5.17% |
| 2020 | $17.46 | $10.63 | (27.82%) | +18.37% | (46.19%) |
| 2019 | $12.40 | $17.46 | +57.03% | +31.22% | +25.81% |
| 2018 | $16.98 | $12.40 | (18.11%) | (4.56%) | (13.55%) |
| 2017 | $17.58 | $16.98 | +6.44% | +21.70% | (15.26%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
