WhiteHorse Finance, Inc. (WHF)

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The chart shows the growth of an initial investment of $10,000 in WhiteHorse Finance, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

WhiteHorse Finance, Inc. (WHF) has returned 6.62% so far this year and -12.87% over the past 12 months. Over the last ten years, WHF has returned 9.36% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Dec 6, 2012, WHF's average daily return is +0.05%, while the average monthly return is +0.89%. At this rate, your investment would double in approximately 6.5 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +34.4%, while the worst month was Mar 2020 at -41.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, WHF closed higher 51% of trading days. The best single day was Mar 19, 2020 with a return of +26.6%, while the worst single day was Mar 16, 2020 at -37.1%.

WhiteHorse Finance, Inc. has an annualized alpha of 3.11%, beta of 0.66, and R² of 0.14 versus S&P 500 Index. Calculated based on daily prices since December 07, 2012.

• This stock participated in 80.84% of S&P 500 Index downside but only 65.93% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.66 may look defensive, but with R² of 0.14 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 0.14 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.

WHF ranks 23 for risk / return — below 23% 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 WhiteHorse Finance, Inc. (WHF) and compare them to a chosen benchmark (S&P 500 Index).

WhiteHorse Finance, Inc. provided a 14.39% dividend yield over the last twelve months, with an annual payout of $1.07 per share.

The table displays the monthly dividend distributions for WhiteHorse Finance, 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 WhiteHorse Finance, 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 WhiteHorse Finance, Inc. was 57.48%, occurring on Mar 18, 2020. Recovery took 169 trading sessions.

The current WhiteHorse Finance, Inc. drawdown is 25.67%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of WhiteHorse Finance, 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 WhiteHorse Finance, 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.