PortfoliosLab logo

Barings BDC, Inc. (BBDC)

Equity · Currency in USD · Last updated Apr 1, 2023

Share Price Chart


Loading data...

Performance

The chart shows the growth of $10,000 invested in Barings BDC, Inc. in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $26,070 for a total return of roughly 160.70%. All prices are adjusted for splits and dividends.


140.00%150.00%160.00%170.00%180.00%190.00%NovemberDecember2023FebruaryMarch
160.70%
179.85%
BBDC (Barings BDC, Inc.)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with BBDC

Barings BDC, Inc.

Popular comparisons: BBDC vs. CSWC, BBDC vs. EQQQ.DE, BBDC vs. TPVG, BBDC vs. SCHD

Return

Barings BDC, Inc. had a return of 0.30% year-to-date (YTD) and -14.79% in the last 12 months. Over the past 10 years, Barings BDC, Inc. had an annualized return of -2.34%, while the S&P 500 had an annualized return of 10.16%, indicating that Barings BDC, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-5.71%3.51%
Year-To-Date0.30%7.03%
6 months0.93%12.88%
1 year-14.79%-10.71%
5 years (annualized)3.34%9.25%
10 years (annualized)-2.34%10.16%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20237.48%-1.03%
2022-14.89%7.74%3.14%-8.90%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Barings BDC, Inc. Sharpe ratio is -0.65. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.65
-0.46
BBDC (Barings BDC, Inc.)
Benchmark (^GSPC)

Dividend History

Barings BDC, Inc. granted a 15.11% dividend yield in the last twelve months. The annual payout for that period amounted to $1.20 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$1.20$0.95$0.82$0.65$0.54$2.21$1.65$1.89$2.36$2.56$2.16$2.02

Dividend yield

15.11%12.00%8.44%8.66%6.94%34.27%29.46%19.55%25.86%29.34%20.10%21.95%

Monthly Dividends

The table displays the monthly dividend distributions for Barings BDC, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
2022$0.00$0.23$0.00$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24
2021$0.00$0.00$0.19$0.00$0.00$0.20$0.00$0.00$0.21$0.00$0.22$0.00
2020$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.17$0.00
2019$0.00$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.14$0.00$0.00$0.15
2018$0.00$0.00$0.30$0.00$0.00$0.00$0.00$1.78$0.03$0.00$0.00$0.10
2017$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.30
2016$0.00$0.00$0.54$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45
2015$0.00$0.00$0.59$0.00$0.00$0.59$0.00$0.00$0.59$0.00$0.00$0.59
2014$0.00$0.00$0.69$0.00$0.15$0.54$0.00$0.00$0.59$0.00$0.00$0.59
2013$0.00$0.00$0.54$0.00$0.00$0.54$0.00$0.00$0.54$0.00$0.00$0.54
2012$0.47$0.00$0.00$0.50$0.00$0.00$0.52$0.00$0.00$0.53

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-35.00%-30.00%-25.00%-20.00%-15.00%NovemberDecember2023FebruaryMarch
-31.69%
-14.33%
BBDC (Barings BDC, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Barings BDC, Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Barings BDC, Inc. is 64.64%, recorded on Mar 18, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-64.64%Jul 3, 20141437Mar 18, 2020
-57.12%Feb 16, 2007516Mar 6, 2009142Sep 28, 2009658
-24.64%Feb 4, 2011167Oct 3, 201155Dec 20, 2011222
-16.52%May 4, 201016May 25, 201022Jun 25, 201038
-15.16%Oct 8, 201226Nov 14, 201232Jan 2, 201358
-14.64%Oct 30, 2013131May 8, 201436Jun 30, 2014167
-12.27%Mar 6, 201331Apr 18, 201314May 8, 201345
-11.29%Oct 15, 200917Nov 6, 200912Nov 24, 200929
-10.52%May 9, 201330Jun 20, 201320Jul 19, 201350
-9.91%Aug 21, 20123Aug 23, 20129Sep 6, 201212

Volatility Chart

Current Barings BDC, Inc. volatility is 17.63%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%NovemberDecember2023FebruaryMarch
17.63%
15.42%
BBDC (Barings BDC, Inc.)
Benchmark (^GSPC)