medium · Private Credit & Debt fund-structures-returns-economics

An investor uses the 'Kaplan-Schoar PME' to evaluate a 2018 vintage fund.

If the PME is $1.15, what does this indicate about the fund's performance?

  1. The fund returned 1.15× the total capital committed by the LP.
  2. The fund outperformed the public market equivalent by 15% in total wealth creation terms.
  3. The fund is in the 'top quartile' of its vintage year compared to its peers.
  4. The fund's internal rate of return (IRR) was 1.15% higher than the S&P 500.

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