(BBDC) Barings BDC - Performance 5.5% in 12m
BBDC performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
60.02%
#35 in Peer-Group
Rel. Strength
44.82%
#4249 in Stock-Universe
Total Return 12m
5.45%
#103 in Peer-Group
Total Return 5y
97.77%
#41 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 9.76 |
| P/E Forward | 8.87 |
| High / Low | USD |
|---|---|
| 52 Week High | 10.10 USD |
| 52 Week Low | 7.63 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 83.06 |
| Buy/Sell Signal +-5 | 1.08 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: BBDC (5.5%) vs XLF (29.9%)
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 |
5.66% | 60.3% | 226% | 8.53 | 7.45 | 1.25 | 79.0% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
6.47% | 23.3% | 167% | 12.3 | 11.3 | 1.27 | -27.1% | -3.62% |
| ARES NYSE Ares Management |
6.31% | 32% | 428% | 100 | 35.1 | 0.63 | 22.1% | -6.74% |
| FHI NYSE Federated Investors |
7.18% | 42.9% | 144% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
| BK NYSE The Bank of New York Mellon |
3.48% | 56.8% | 179% | 14.7 | 13.4 | 1.2 | 32.4% | 10.4% |
| PNNT NYSE PennantPark Investment |
4.96% | 4.48% | 275% | 9.56 | 10 | 0.28 | -21.9% | -23.3% |
| OFS NASDAQ OFS Capital |
2.43% | 12.5% | 231% | 3.76 | 9.2 | 1.67 | -33.2% | -23.5% |
| APO NYSE Apollo Global Management |
10.2% | 22.2% | 227% | 24.9 | 18.6 | 1.37 | 3.80% | -28.4% |
Performance Comparison: BBDC vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BBDC
| Total Return (including Dividends) | BBDC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 3.46% | 4.49% | 5.22% |
| 3 Months | 3.34% | 11.92% | 16.86% |
| 12 Months | 5.45% | 29.94% | 14.81% |
| 5 Years | 97.77% | 148.72% | 111.83% |
| Trend Score (consistency of price movement) | BBDC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 62.3% | 64.2% | 81% |
| 3 Months | 89.1% | 86% | 96.9% |
| 12 Months | 9.6% | 78% | 44.9% |
| 5 Years | 77.4% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th59.50 | -0.99% | -1.68% |
| 3 Month | %th49.50 | -7.66% | -11.57% |
| 12 Month | %th48.00 | -18.85% | -8.15% |
| 5 Years | %th72.00 | -20.49% | -6.64% |
FAQs
Does Barings BDC (BBDC) outperform the market?
No,
over the last 12 months BBDC made 5.45%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 29.94%.
Over the last 3 months BBDC made 3.34%, while XLF made 11.92%.
Performance Comparison BBDC vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
BBDC vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1% | -1.8% | -4.2% | -9% |
| US NASDAQ 100 | QQQ | -0.6% | -2.1% | -5.5% | -8% |
| German DAX 40 | DAX | 0% | 4.1% | -17.7% | -24% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.7% | -0.8% | -7.1% | -13% |
| Hongkong Hang Seng | HSI | -0.1% | -2.9% | -22.6% | -30% |
| India NIFTY 50 | INDA | 1.1% | 0.1% | -2.5% | 6% |
| Brasil Bovespa | EWZ | -3% | -4.8% | -30.9% | -6% |
BBDC vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.3% | -3.1% | -8.9% | -21% |
| Consumer Discretionary | XLY | -1.7% | 0.6% | 3.7% | -13% |
| Consumer Staples | XLP | -1.3% | 3.5% | -4.1% | -5% |
| Energy | XLE | -0.3% | -1.5% | 1% | 7% |
| Financial | XLF | -1.5% | -1% | -8.2% | -24% |
| Health Care | XLV | 0.3% | 1.1% | 3.7% | 9% |
| Industrial | XLI | -1.6% | -0.8% | -11.2% | -19% |
| Materials | XLB | -2.9% | -1.2% | -8.8% | -1% |
| Real Estate | XLRE | -0.8% | 2.2% | -1.9% | -8% |
| Technology | XLK | -1.2% | -5.4% | -7.3% | -6% |
| Utilities | XLU | 0.4% | 3.5% | -5.6% | -18% |
| Aerospace & Defense | XAR | 0.3% | -4.2% | -21.4% | -44% |
| Biotech | XBI | -0.7% | -0.1% | 9.8% | 12% |
| Homebuilder | XHB | -3.9% | -5.1% | 3.7% | 1% |
| Retail | XRT | -4% | -0.8% | 0.4% | -6% |
BBDC vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -1% | -4.12% | 5.58% | 13% |
| Natural Gas | UNG | 3.8% | 13.5% | 4.3% | 12% |
| Gold | GLD | 1.1% | 4% | -24.1% | -35% |
| Silver | SLV | 0.7% | -3.1% | -22.1% | -15% |
| Copper | CPER | 0.5% | -1.5% | -22.8% | -8% |
BBDC vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2% | 0.8% | 0.3% | 7% |
| iShares High Yield Corp. Bond | HYG | 0.7% | 1.7% | -2.7% | -5% |