(GBDC) Golub Capital BDC - Performance 2.4% in 12m
GBDC performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
74.80%
#21 in Peer-Group
Rel. Strength
42.57%
#4370 in Stock-Universe
Total Return 12m
2.44%
#119 in Peer-Group
Total Return 5y
99.17%
#42 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 14.0 |
| P/E Forward | 10.4 |
| High / Low | USD |
|---|---|
| 52 Week High | 15.16 USD |
| 52 Week Low | 12.70 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 22.57 |
| Buy/Sell Signal +-5 | -2.19 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: GBDC (2.4%) vs XLF (25.1%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| AGF-B TO AGF Management |
5.8% | 53.3% | 207% | 8.21 | 6.91 | 1.25 | 76.9% | 18.1% |
| ARES NYSE Ares Management |
-1.17% | 27.9% | 396% | 99.3 | 34.5 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
0.47% | 59.6% | 172% | 14.7 | 13.3 | 1.18 | 28.1% | 10.4% |
| TSLX NYSE Sixth Street Specialty |
1.33% | 16.5% | 133% | 12.4 | 11.4 | 1.27 | -27.1% | -3.62% |
| FHI NYSE Federated Investors |
-1.66% | 38.8% | 128% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
| PNNT NYSE PennantPark Investment |
-1.48% | 1.49% | 232% | 9.22 | 9.73 | 0.28 | -21.9% | -23.3% |
| OFS NASDAQ OFS Capital |
2.51% | 5.68% | 219% | 4.02 | 9.2 | 1.67 | -33.2% | -23.5% |
| APO NYSE Apollo Global Management |
-6.77% | 16.9% | 180% | 23.1 | 17.1 | 1.37 | 3.80% | -28.4% |
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 | -1.39% | -2.05% | 1.43% |
| 3 Months | -0.87% | 3.31% | 6.58% |
| 12 Months | 2.44% | 25.13% | 11.56% |
| 5 Years | 99.17% | 129.81% | 107.90% |
| Trend Score (consistency of price movement) | GBDC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 23.7% | -16% | 74.5% |
| 3 Months | 20.3% | 64.2% | 72.6% |
| 12 Months | 54.7% | 79.1% | 43.3% |
| 5 Years | 86.1% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #127 | 0.67% | -2.78% |
| 3 Month | #110 | -4.04% | -6.99% |
| 12 Month | #122 | -18.14% | -8.18% |
| 5 Years | #54 | -13.33% | -4.20% |
FAQs
Does Golub Capital BDC (GBDC) outperform the market?
No,
over the last 12 months GBDC made 2.44%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 25.13%.
Over the last 3 months GBDC made -0.87%, while XLF made 3.31%.
Performance Comparison GBDC vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
GBDC vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.1% | -2.8% | 1.4% | -9% |
| US NASDAQ 100 | QQQ | -3.3% | -3.8% | 1.8% | -8% |
| German DAX 40 | DAX | -0.7% | -1% | -14.8% | -28% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.3% | -1% | 0.1% | -10% |
| Hongkong Hang Seng | HSI | -2% | -5.5% | -15.8% | -24% |
| India NIFTY 50 | INDA | -1.4% | -1.2% | 2.5% | 3% |
| Brasil Bovespa | EWZ | -5.1% | -2.5% | -18.5% | -7% |
GBDC vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.5% | -3.9% | -2.2% | -22% |
| Consumer Discretionary | XLY | -2.7% | 0.3% | 11.3% | -17% |
| Consumer Staples | XLP | -2.2% | -0.4% | 0.6% | -5% |
| Energy | XLE | -7.7% | -4.2% | -0.9% | -0% |
| Financial | XLF | -1.7% | 0.7% | -1.6% | -23% |
| Health Care | XLV | -3.8% | -3.4% | 3.2% | 8% |
| Industrial | XLI | -1.8% | -1.3% | -3.9% | -17% |
| Materials | XLB | -2.3% | -2.6% | 0.8% | 2% |
| Real Estate | XLRE | -2.8% | -1.2% | 1.3% | -11% |
| Technology | XLK | -4.1% | -4.9% | 0.4% | -3% |
| Utilities | XLU | -3.1% | 0% | -5.4% | -18% |
| Aerospace & Defense | XAR | -0.6% | -5.3% | -13.9% | -39% |
| Biotech | XBI | -1.6% | -6.9% | 13.4% | 10% |
| Homebuilder | XHB | -1.7% | 4.1% | 16.8% | 11% |
| Retail | XRT | -0.4% | -2.2% | 8.3% | -1% |
GBDC vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -11.7% | -16.8% | -5.25% | 1% |
| Natural Gas | UNG | -5.2% | -3% | -20.3% | 14% |
| Gold | GLD | -4.3% | -7.4% | -25.9% | -43% |
| Silver | SLV | -1.5% | -14.1% | -17.4% | -20% |
| Copper | CPER | -1.1% | -7% | -14.1% | -8% |
GBDC vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.6% | -0.8% | 4.8% | 7% |
| iShares High Yield Corp. Bond | HYG | -2.9% | -2% | -1.5% | -7% |