MidCap Financial Investment Corporation (MFIC)

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MidCap Financial Investment Corporation (MFIC) is down 2.0% since the beginning of the year. At $11 per share, MFIC is trading 19.5% below its 52-week high of $14. Investors who bought $1,000 worth of MFIC shares 5 years ago would now be looking at an investment worth $1,345.

MidCap Financial Investment Corporation (MFIC) has returned -2.04% so far this year and -5.00% over the past 12 months. Over the last ten years, MFIC has returned 8.31% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since May 5, 2004, MFIC's average daily return is +0.05%, while the average monthly return is +0.95%. At this rate, an investment would double in approximately 6.1 years.

Historically, 56% of months were positive and 44% were negative. The best month was Nov 2020 with a return of +43.3%, while the worst month was Mar 2020 at -53.4%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 7 months.

On a daily basis, MFIC closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +34.3%, while the worst single day was Nov 20, 2008 at -22.5%.

MidCap Financial Investment Corporation has an annualized alpha of -0.61%, beta of 1.29, and R2 of 0.39 versus S&P 500 Index. Calculated based on daily prices since May 06, 2004.

• This stock participated in 127.83% of S&P 500 Index downside but only 113.88% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.39 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

MFIC ranks 29 for risk / return — below 29% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for MidCap Financial Investment Corporation (MFIC) and compare them to S&P 500 Index.

MidCap Financial Investment Corporation provided a 13.34% dividend yield over the last twelve months, with an annual payout of $1.45 per share.

The table displays the monthly dividend distributions for MidCap Financial Investment Corporation. 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 MidCap Financial Investment Corporation. 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 MidCap Financial Investment Corporation was 87.97%, occurring on Mar 20, 2009. Recovery took 2603 trading sessions.

The current MidCap Financial Investment Corporation drawdown is 14.38%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of MidCap Financial Investment Corporation 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 MidCap Financial Investment Corporation 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.