Golub Capital BDC, Inc. (GBDC)

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Golub Capital BDC, Inc. (GBDC) is down 4.5% since the beginning of the year. At $12 per share, GBDC is trading 21.4% below its 52-week high of $16. Investors who bought $1,000 worth of GBDC shares 5 years ago would now be looking at an investment worth $1,318.

Golub Capital BDC, Inc. (GBDC) has returned -4.53% so far this year and -6.35% over the past 12 months. Over the last ten years, GBDC has returned 5.83% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Apr 15, 2010, GBDC's average daily return is +0.04%, while the average monthly return is +0.76%. At this rate, an investment would double in approximately 7.6 years.

Historically, 59% of months were positive and 41% were negative. The best month was May 2020 with a return of +18.3%, while the worst month was Mar 2020 at -23.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, GBDC closed higher 51% of trading days. The best single day was Mar 19, 2020 with a return of +15.5%, while the worst single day was Apr 2, 2020 at -19.6%.

Golub Capital BDC, Inc. has an annualized alpha of 3.33%, beta of 0.52, and R2 of 0.19 versus S&P 500 Index. Calculated based on daily prices since April 15, 2010.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (50.44%) than losses (50.38%) - typical of diversified or defensive assets.
• Beta of 0.52 may look defensive, but with R2 of 0.19 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 0.19 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.

GBDC ranks 27 for risk / return — below 27% 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.

Golub Capital BDC, Inc. provided a 11.72% dividend yield over the last twelve months, with an annual payout of $1.44 per share.

The table displays the monthly dividend distributions for Golub Capital 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 Golub Capital 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 Golub Capital BDC, Inc. was 47.30%, occurring on Apr 2, 2020. Recovery took 376 trading sessions.

The current Golub Capital BDC, Inc. drawdown is 11.61%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Golub Capital 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 Golub Capital BDC, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.