Chicago Atlantic BDC, Inc (LIEN)

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Chicago Atlantic BDC, Inc (LIEN) is down 1.1% since the beginning of the year. At $10 per share, LIEN is trading 13.9% below its 52-week high of $11.

Chicago Atlantic BDC, Inc (LIEN) has returned -1.11% so far this year and 8.09% over the past 12 months.

Based on dividend-adjusted daily data since Feb 4, 2022, LIEN's average daily return is +0.03%, while the average monthly return is +0.39%. At this rate, an investment would double in approximately 14.8 years.

Historically, 40% of months were positive and 60% were negative. The best month was Feb 2024 with a return of +31.9%, while the worst month was Apr 2022 at -20.5%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 5 months.

On a daily basis, LIEN closed higher 44% of trading days. The best single day was May 17, 2022 with a return of +20.0%, while the worst single day was May 2, 2022 at -15.6%.

Chicago Atlantic BDC, Inc has an annualized alpha of 6.35%, beta of 0.18, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since February 07, 2022.

• This stock tended to rise when S&P 500 Index fell (downside capture of -7.68%), but participation in market rallies was also limited (-0.20%) - a profile typical of counter-cyclical assets.
• Beta of 0.18 may look defensive, but with R2 of 0.01 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.01 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

LIEN ranks 51 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Chicago Atlantic BDC, Inc (LIEN) and compare them to S&P 500 Index.

Chicago Atlantic BDC, Inc provided a 13.81% dividend yield over the last twelve months, with an annual payout of $1.36 per share.

The table displays the monthly dividend distributions for Chicago Atlantic BDC, Inc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Chicago Atlantic BDC, Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Chicago Atlantic BDC, Inc was 46.91%, occurring on Jul 25, 2023. Recovery took 227 trading sessions.

The current Chicago Atlantic BDC, Inc drawdown is 10.27%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Chicago Atlantic BDC, Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Chicago Atlantic BDC, Inc is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.