(BBDC) Barings BDC - Performance 2.7% in 12m
Compare BBDC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
67.11%
#32 in Group
Rel. Strength
46.35%
#4269 in Universe
Total Return 12m
2.65%
#123 in Group
Total Return 5y
110.03%
#50 in Group
P/E 8.41
34th Percentile in Group
P/E Forward 7.88
30th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 5.89%
27th Percentile in Group
12m Total Return: BBDC (2.7%) vs XLF (22.4%)
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 |
15.2% | 16.3% | 332% | 16.5 | 13.1 | 1.9 | 12.6% | 4.55% |
| AGF-B TO AGF Management |
20.3% | 38.7% | 248% | 6.99 | 6 | 1.25 | 76.9% | 18.1% |
| APO NYSE Apollo Global Management |
20.6% | 19.2% | 238% | 18.3 | 16.8 | 1.37 | 4.90% | -4.44% |
| BK NYSE The Bank of New York Mellon |
17.1% | 52.5% | 189% | 12.8 | 11.6 | 1.03 | 18.5% | 12.8% |
| FHI NYSE Federated Investors |
20% | 35.8% | 143% | 11.6 | 10.1 | 1.94 | 26.8% | 22.9% |
| BCSF NYSE Bain Capital Specialty |
10.4% | 2.19% | 135% | 8.24 | 10.4 | 1.07 | 14.7% | -6.71% |
| TSLX NYSE Sixth Street Specialty |
10.4% | 9.96% | 127% | 10.1 | 9.73 | 1.27 | 38.3% | 442% |
| PNNT NYSE PennantPark Investment |
11.1% | 2.56% | 281% | 7.77 | 8.09 | 0.28 | -35.2% | -18.6% |
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 | 10.27% | 13.52% | 13.81% |
| 3 Months | -11.25% | -2.66% | -6.30% |
| 12 Months | 2.65% | 22.43% | 10.65% |
| 5 Years | 110.03% | 150.42% | 107.77% |
| Trend Score (consistency of price movement) | BBDC | XLF | S&P 500 |
| 1 Month | 54.1% | 89.2% | 83% |
| 3 Months | -85.3% | -64.6% | -75.3% |
| 12 Months | 32.7% | 82% | 50.1% |
| 5 Years | 77.7% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #174 | -2.87% | -3.12% |
| 3 Month | #144 | -8.82% | -5.28% |
| 12 Month | #126 | -16.2% | -7.23% |
| 5 Years | #60 | -16.1% | 1.09% |
FAQs
Does BBDC Barings BDC outperforms the market?
No,
over the last 12 months BBDC made 2.65%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.43%.
Over the last 3 months BBDC made -11.25%, while XLF made -2.66%.
Over the last 3 months BBDC made -11.25%, while XLF made -2.66%.
Performance Comparison BBDC vs Indeces and Sectors
BBDC vs. Indices BBDC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.13% | -3.54% | -0.14% | -8.0% |
| US NASDAQ 100 | QQQ | -0.32% | -7.09% | -0.35% | -8.99% |
| US Dow Jones Industrial 30 | DIA | -0.54% | 0.28% | 0.15% | -5.06% |
| German DAX 40 | DAX | -0.11% | -4.69% | -26.4% | -23.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.31% | -1.56% | -0.91% | -4.72% |
| Hongkong Hang Seng | HSI | -3.30% | -9.66% | -8.50% | -11.0% |
| India NIFTY 50 | INDA | 4.79% | 5.43% | -0.58% | 2.86% |
| Brasil Bovespa | EWZ | -1.18% | -6.97% | -8.84% | 11.0% |
BBDC vs. Sectors BBDC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.77% | -3.14% | -7.20% | -18.9% |
| Consumer Discretionary | XLY | -0.51% | -3.96% | 0.84% | -11.6% |
| Consumer Staples | XLP | 0.73% | 3.68% | -7.07% | -6.47% |
| Energy | XLE | 0.05% | 3.51% | 6.45% | 12.1% |
| Financial | XLF | -1.23% | -3.25% | -7.24% | -19.8% |
| Health Care | XLV | 2.88% | 9.40% | 4.85% | 6.71% |
| Industrial | XLI | -1.82% | -6.55% | -1.57% | -8.34% |
| Materials | XLB | 0.07% | -3.29% | 4.75% | 7.88% |
| Real Estate | XLRE | 1.19% | -1.27% | -0.89% | -12.8% |
| Technology | XLK | -1.21% | -11.0% | 2.74% | -4.45% |
| Utilities | XLU | -0.18% | 0.68% | -7.80% | -14.8% |
| Aerospace & Defense | XAR | -2.11% | -10.9% | -11.6% | -24.7% |
| Biotech | XBI | 6.46% | -1.54% | 20.0% | 14.9% |
| Homebuilder | XHB | -0.60% | -1.21% | 13.1% | 10.2% |
| Retail | XRT | -2.03% | -4.38% | 4.10% | 4.13% |