(GBDC) Golub Capital BDC - Performance -7.7% in 12m
Compare GBDC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
75.74%
#24 in Group
Rel. Strength
35.41%
#5155 in Universe
Total Return 12m
-7.69%
#162 in Group
Total Return 5y
140.00%
#29 in Group
P/E 10.5
54th Percentile in Group
P/E Forward 8.55
36th Percentile in Group
PEG 1.51
44th Percentile in Group
FCF Yield 9.72%
73th Percentile in Group
12m Total Return: GBDC (-7.7%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-2.7% | 15.9% | 355% | 16 | 12.6 | 1.83 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.72% | 37.1% | 236% | 6.99 | 6 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
-0.34% | 27.7% | 291% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-7.83% | 2.37% | 182% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| FHI NYSE Federated Investors |
-0.39% | 31.9% | 129% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| PNNT NYSE PennantPark Investment |
-6.05% | 4.78% | 271% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
Performance Comparison: GBDC vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for GBDC
| Total Return (including Dividends) | GBDC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -5.42% | -2.11% | -0.87% |
| 3 Months | -6.64% | -4.92% | -7.58% |
| 12 Months | -7.69% | 22.69% | 11.88% |
| 5 Years | 140.00% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | GBDC | XLF | S&P 500 |
| 1 Month | 13.0% | 27.8% | 23% |
| 3 Months | -73.7% | -81% | -88.5% |
| 12 Months | 18.6% | 83.7% | 55.1% |
| 5 Years | 86.3% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #159 | -3.38% | -4.59% |
| 3 Month | #122 | -1.81% | 1.02% |
| 12 Month | #164 | -24.8% | -17.5% |
| 5 Years | #36 | -2.0% | 14.1% |
FAQs
Does GBDC Golub Capital BDC outperforms the market?
No,
over the last 12 months GBDC made -7.69%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months GBDC made -6.64%, while XLF made -4.92%.
Over the last 3 months GBDC made -6.64%, while XLF made -4.92%.
Performance Comparison GBDC vs Indeces and Sectors
GBDC vs. Indices GBDC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.71% | -4.55% | 1.69% | -19.6% |
| US NASDAQ 100 | QQQ | -4.74% | -6.82% | 1.26% | -20.4% |
| US Dow Jones Industrial 30 | DIA | -2.77% | -2.24% | 1.78% | -16.9% |
| German DAX 40 | DAX | -2.48% | -6.74% | -17.8% | -32.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.25% | -2.60% | 4.68% | -13.7% |
| Hongkong Hang Seng | HSI | -2.72% | -5.48% | -0.23% | -21.6% |
| India NIFTY 50 | INDA | -0.87% | -9.48% | 1.40% | -10.8% |
| Brasil Bovespa | EWZ | -2.91% | -10.0% | -2.01% | -1.87% |
GBDC vs. Sectors GBDC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.96% | -4.37% | -4.44% | -31.7% |
| Consumer Discretionary | XLY | -3.79% | -5.32% | -0.82% | -21.0% |
| Consumer Staples | XLP | -0.21% | -5.62% | -3.62% | -18.9% |
| Energy | XLE | 0.77% | 8.44% | 7.48% | 3.40% |
| Financial | XLF | -2.32% | -3.31% | -5.91% | -30.4% |
| Health Care | XLV | -3.63% | -1.63% | 3.38% | -9.41% |
| Industrial | XLI | -4.13% | -5.53% | 0.98% | -17.3% |
| Materials | XLB | -3.10% | -2.99% | 9.10% | -4.17% |
| Real Estate | XLRE | -2.19% | -4.11% | 2.58% | -25.8% |
| Technology | XLK | -6.16% | -7.11% | 5.03% | -15.4% |
| Utilities | XLU | -0.87% | -5.48% | -0.43% | -29.5% |
| Aerospace & Defense | XAR | -4.66% | -11.8% | -11.8% | -34.3% |
| Biotech | XBI | -5.01% | -7.70% | 14.3% | -5.86% |
| Homebuilder | XHB | -3.02% | -3.15% | 16.5% | -0.66% |
| Retail | XRT | -2.14% | -4.86% | 7.26% | -4.95% |