(GSBD) Goldman Sachs BDC - Performance -21.9% in 12m
Compare GSBD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
2.28%
#126 in Group
Rel. Strength
25.70%
#5912 in Universe
Total Return 12m
-21.87%
#177 in Group
Total Return 5y
24.46%
#97 in Group
P/E 19.3
77th Percentile in Group
P/E Forward 10.8
64th Percentile in Group
PEG 2.15
75th Percentile in Group
FCF Yield 17.5%
82th Percentile in Group
12m Total Return: GSBD (-21.9%) 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: GSBD vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for GSBD
| Total Return (including Dividends) | GSBD | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 7.92% | 13.52% | 13.81% |
| 3 Months | -12.78% | -2.66% | -6.30% |
| 12 Months | -21.87% | 22.43% | 10.65% |
| 5 Years | 24.46% | 150.42% | 107.77% |
| Trend Score (consistency of price movement) | GSBD | XLF | S&P 500 |
| 1 Month | 46.4% | 89.2% | 83% |
| 3 Months | -86.2% | -64.6% | -75.3% |
| 12 Months | -87.8% | 82% | 50.1% |
| 5 Years | 35.7% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #178 | -4.94% | -5.18% |
| 3 Month | #162 | -10.4% | -6.91% |
| 12 Month | #178 | -36.2% | -29.4% |
| 5 Years | #120 | -50.3% | -40.1% |
FAQs
Does GSBD Goldman Sachs BDC outperforms the market?
No,
over the last 12 months GSBD made -21.87%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.43%.
Over the last 3 months GSBD made -12.78%, while XLF made -2.66%.
Over the last 3 months GSBD made -12.78%, while XLF made -2.66%.
Performance Comparison GSBD vs Indeces and Sectors
GSBD vs. Indices GSBD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.35% | -5.89% | -6.72% | -32.5% |
| US NASDAQ 100 | QQQ | 0.16% | -9.44% | -6.93% | -33.5% |
| US Dow Jones Industrial 30 | DIA | -0.06% | -2.07% | -6.43% | -29.6% |
| German DAX 40 | DAX | 0.37% | -7.04% | -33.0% | -47.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.83% | -3.91% | -7.49% | -29.2% |
| Hongkong Hang Seng | HSI | -2.82% | -12.0% | -15.1% | -35.6% |
| India NIFTY 50 | INDA | 5.27% | 3.08% | -7.16% | -21.7% |
| Brasil Bovespa | EWZ | -0.70% | -9.32% | -15.4% | -13.5% |
GSBD vs. Sectors GSBD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.29% | -5.49% | -13.8% | -43.4% |
| Consumer Discretionary | XLY | -0.03% | -6.31% | -5.74% | -36.1% |
| Consumer Staples | XLP | 1.21% | 1.33% | -13.7% | -31.0% |
| Energy | XLE | 0.53% | 1.16% | -0.13% | -12.4% |
| Financial | XLF | -0.75% | -5.60% | -13.8% | -44.3% |
| Health Care | XLV | 3.36% | 7.05% | -1.73% | -17.8% |
| Industrial | XLI | -1.34% | -8.90% | -8.15% | -32.9% |
| Materials | XLB | 0.55% | -5.64% | -1.83% | -16.6% |
| Real Estate | XLRE | 1.67% | -3.62% | -7.47% | -37.3% |
| Technology | XLK | -0.73% | -13.3% | -3.84% | -29.0% |
| Utilities | XLU | 0.30% | -1.67% | -14.4% | -39.3% |
| Aerospace & Defense | XAR | -1.63% | -13.2% | -18.2% | -49.2% |
| Biotech | XBI | 6.94% | -3.89% | 13.4% | -9.58% |
| Homebuilder | XHB | -0.12% | -3.56% | 6.47% | -14.3% |
| Retail | XRT | -1.55% | -6.73% | -2.48% | -20.4% |