Carlyle Group Return on Investment 2010-2024 | CG

Current and historical return on investment (ROI) values for Carlyle Group (CG) over the last 10 years.
Carlyle Group ROI - Return on Investment Historical Data
Date TTM Net Income LT Investments & Debt Return on Investment
2024-12-31 $1.37B $15.36B 9.02%
2024-09-30 $0.30B $15.08B 1.99%
2024-06-30 $-0.33B $15.77B -2.17%
2024-03-31 $-0.64B $14.53B -4.26%
2023-12-31 $-0.61B $14.55B -4.03%
2023-09-30 $0.39B $15.20B 2.59%
2023-06-30 $0.62B $15.42B 4.14%
2023-03-31 $1.03B $15.17B 6.98%
2022-12-31 $1.61B $15.00B 11.10%
2022-09-30 $2.37B $14.41B 16.67%
2022-06-30 $2.68B $14.43B 19.22%
2022-03-31 $3.61B $14.33B 26.92%
2021-12-31 $4.02B $13.67B 31.90%
2021-09-30 $3.79B $13.36B 32.06%
2021-06-30 $3.48B $12.32B 31.92%
2021-03-31 $2.43B $11.11B 24.38%
2020-12-31 $0.60B $10.46B 6.47%
2020-09-30 $-0.10B $9.68B -1.11%
2020-06-30 $-0.23B $8.60B -2.53%
2020-03-31 $0.10B $8.45B 1.04%
2019-12-31 $1.26B $9.65B 13.52%
2019-09-30 $1.21B $9.49B 13.15%
2019-06-30 $1.01B $9.66B 11.01%
2019-03-31 $0.72B $8.42B 7.84%
2018-12-31 $0.36B $9.23B 3.82%
2018-09-30 $0.81B $9.41B 8.77%
2018-06-30 $0.89B $9.55B 10.03%
2018-03-31 $0.86B $9.20B 10.24%
2017-12-31 $1.04B $8.83B 13.46%
2017-09-30 $0.66B $8.08B 9.18%
2017-06-30 $0.46B $7.35B 6.83%
2017-03-31 $0.32B $6.78B 4.89%
2016-12-31 $0.03B $6.67B 0.52%
2016-09-30 $-0.06B $6.21B -0.54%
2016-06-30 $-0.50B $6.44B -3.28%
2016-03-31 $-0.55B $5.53B -2.73%
2015-12-31 $-0.46B $24.35B -1.84%
2015-09-30 $-0.47B $24.62B -1.81%
2015-06-30 $0.08B $25.72B 0.31%
2015-03-31 $0.17B $26.00B 0.62%
2014-12-31 $0.10B $26.44B 0.38%
2014-09-30 $0.63B $27.63B 2.33%
2014-06-30 $0.66B $27.47B 2.46%
2014-03-31 $0.55B $26.87B 2.11%
2013-12-31 $0.75B $26.66B 2.89%
2013-09-30 $0.40B $25.68B 1.58%
2013-06-30 $0.49B $25.81B 1.93%
2013-03-31 $0.29B $25.30B 1.17%
2012-12-31 $0.68B $25.24B 2.82%
2012-09-30 $1.00B $24.24B 4.36%
2012-06-30 $0.57B $23.80B 2.57%
2012-03-31 $1.18B $23.41B 6.03%
2011-12-31 $1.50B $19.98B 10.98%
2011-06-30 $2.52B $13.73B 73.36%
2011-03-31 $2.79B inf%
Sector Industry Market Cap Revenue
Finance Finance - Investment Management $18.603B $5.426B
The Carlyle Group Inc., one among the largest global investment firms, originates, structures and acts as lead equity investor in management-led buyouts, strategic minority equity investments, equity private placements, consolidations & buildups, growth capital financings, real estate opportunities, bank loans, high-yield debt, distressed assets, mezzanine debt, etc.?It provides investment management services to private equity funds, real estate funds, private credit funds, collateralized loan obligations, etc. It has 3 reportable units. Global Private Equity unit advises buyout, growth, real estate and natural resources funds. Global Credit unit advises funds & vehicles that pursue investment strategies, like loans & structured credit, direct lending, opportunistic credit, distressed credit, aircraft financing & servicing, infrastructure debt and insurance solutions. Global Investment Solutions unit advises through fund of funds, secondary purchases of existing portfolios and managed co-investment programs.
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Fairfax India Holdings (FFXDF) Canada $2.500B 0.00
Prospect Capital (PSEC) United States $1.970B 5.00
Ashmore Group (AJMPF) United Kingdom $1.321B 0.00
Virtus Investment Partners (VRTS) United States $1.279B 6.92
Cannae Holdings (CNNE) United States $1.223B 0.00
Capital Southwest (CSWC) United States $1.194B 9.15
Sprott (SII) Canada $1.120B 23.83
PennantPark Floating Rate Capital (PFLT) United States $0.995B 8.91
Associated Capital (AC) United States $0.820B 18.65
Noah Holdings (NOAH) China $0.777B 9.06
Patria Investments (PAX) Cayman Islands $0.734B 9.90
Eagle Point Credit (ECC) United States $0.682B 7.84
Gamco Investors (GAMI) United States $0.606B 9.47
Barings Corporate Investors (MCI) $0.507B 0.00
Sound Point Meridian Capital (SPMC) United States $0.436B 0.00
Value Line (VALU) United States $0.363B 16.40
Silvercrest Asset Management Group (SAMG) United States $0.260B 19.56
Monroe Capital (MRCC) United States $0.189B 7.70
Barings Participation Investors (MPV) $0.187B 0.00
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Great Elm Capital (GECC) United States $0.128B 7.35
OFS Credit (OCCI) $0.111B 3.50
Hennessy Advisors (HNNA) United States $0.094B 10.84
AMTD IDEA Group (AMTD) France $0.088B 0.00
Binah Capital (BCG) United States $0.033B 0.00
U.S Global Investors (GROW) United States $0.032B 80.83
Royalty Management Holding (RMCO) United States $0.017B 0.00
Prestige Wealth (PWM) Hong Kong, SAR China $0.006B 0.00
Jupai Holdings (JP) China $0.000B 0.00
Medley Management (MDLY) United States $0.000B 0.00