Barings BDC, Inc. (BBDC)

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The chart shows the growth of an initial investment of $10,000 in Barings BDC, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Barings BDC, Inc. (BBDC) has returned -7.54% so far this year and -2.12% over the past 12 months.

Based on dividend-adjusted daily data since Aug 3, 2018, BBDC's average daily return is +0.04%, while the average monthly return is +0.66%. At this rate, your investment would double in approximately 8.8 years.

Historically, 63% of months were positive and 37% were negative. The best month was Nov 2020 with a return of +17.7%, while the worst month was Mar 2020 at -19.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, BBDC closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +14.1%, while the worst single day was Mar 18, 2020 at -22.5%.

Barings BDC, Inc. has an annualized alpha of 1.04%, beta of 0.61, and R² of 0.24 versus S&P 500 Index. Calculated based on daily prices since August 06, 2018.

• This stock participated in 72.39% of S&P 500 Index downside but only 56.49% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.61 may look defensive, but with R² of 0.24 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.24 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

BBDC ranks 32 for risk / return — below 32% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Barings BDC, Inc. (BBDC) and compare them to a chosen benchmark (S&P 500 Index).

Barings BDC, Inc. provided a 13.85% dividend yield over the last twelve months, with an annual payout of $1.14 per share. The company has been increasing its dividends for 6 consecutive years.

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.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Barings BDC, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Barings BDC, Inc. was 48.45%, occurring on Mar 18, 2020. Recovery took 239 trading sessions.

The current Barings BDC, Inc. drawdown is 10.67%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Barings BDC, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Barings BDC, Inc. is priced in the market compared to other companies in the Credit Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.