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GSBD vs. AGNCN
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

GSBD vs. AGNCN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Goldman Sachs BDC, Inc. (GSBD) and AGNC Investment Corp. (AGNCN). The values are adjusted to include any dividend payments, if applicable.

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GSBD vs. AGNCN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GSBD
Goldman Sachs BDC, Inc.
-1.82%-8.81%-6.24%20.97%-20.13%10.85%0.71%26.36%-9.44%2.53%
AGNCN
AGNC Investment Corp.
0.60%7.77%15.21%9.13%6.33%7.91%6.01%9.80%5.20%6.32%

Fundamentals

EPS

GSBD:

$1.15

AGNCN:

$1.58

PE Ratio

GSBD:

7.62

AGNCN:

15.71

PEG Ratio

GSBD:

0.17

AGNCN:

0.04

PS Ratio

GSBD:

3.48

AGNCN:

13.67

Total Revenue (TTM)

GSBD:

$291.45M

AGNCN:

$1.92B

Gross Profit (TTM)

GSBD:

$180.94M

AGNCN:

$1.92B

EBITDA (TTM)

GSBD:

$173.42M

AGNCN:

$4.52B

Returns By Period

In the year-to-date period, GSBD achieves a -1.82% return, which is significantly lower than AGNCN's 0.60% return.


GSBD

1D
-1.35%
1M
-0.54%
YTD
-1.82%
6M
-5.29%
1Y
-10.85%
3Y*
-0.40%
5Y*
-3.21%
10Y*
3.01%

AGNCN

1D
0.96%
1M
-0.47%
YTD
0.60%
6M
1.58%
1Y
7.02%
3Y*
12.59%
5Y*
8.92%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

GSBD vs. AGNCN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GSBD
GSBD Risk / Return Rank: 2020
Overall Rank
GSBD Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
GSBD Sortino Ratio Rank: 1717
Sortino Ratio Rank
GSBD Omega Ratio Rank: 1818
Omega Ratio Rank
GSBD Calmar Ratio Rank: 2222
Calmar Ratio Rank
GSBD Martin Ratio Rank: 2525
Martin Ratio Rank

AGNCN
AGNCN Risk / Return Rank: 7272
Overall Rank
AGNCN Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
AGNCN Sortino Ratio Rank: 6666
Sortino Ratio Rank
AGNCN Omega Ratio Rank: 6969
Omega Ratio Rank
AGNCN Calmar Ratio Rank: 7171
Calmar Ratio Rank
AGNCN Martin Ratio Rank: 8484
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GSBD vs. AGNCN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs BDC, Inc. (GSBD) and AGNC Investment Corp. (AGNCN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


GSBDAGNCNDifference

Sharpe ratio

Return per unit of total volatility

-0.51

0.99

-1.50

Sortino ratio

Return per unit of downside risk

-0.58

1.42

-2.01

Omega ratio

Gain probability vs. loss probability

0.93

1.21

-0.28

Calmar ratio

Return relative to maximum drawdown

-0.57

1.50

-2.07

Martin ratio

Return relative to average drawdown

-0.92

7.49

-8.41

GSBD vs. AGNCN - Sharpe Ratio Comparison

The current GSBD Sharpe Ratio is -0.51, which is lower than the AGNCN Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of GSBD and AGNCN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GSBDAGNCNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.51

0.99

-1.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.17

0.94

-1.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.12

0.37

-0.25

Correlation

The correlation between GSBD and AGNCN is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

GSBD vs. AGNCN - Dividend Comparison

GSBD's dividend yield for the trailing twelve months is around 19.98%, more than AGNCN's 9.60% yield.


TTM20252024202320222021202020192018201720162015
GSBD
Goldman Sachs BDC, Inc.
19.98%20.26%14.88%12.29%13.12%10.18%9.41%8.46%9.79%8.12%7.65%9.47%
AGNCN
AGNC Investment Corp.
9.60%9.60%10.37%10.57%7.47%6.81%6.87%6.74%6.92%2.70%0.00%0.00%

Drawdowns

GSBD vs. AGNCN - Drawdown Comparison

The maximum GSBD drawdown since its inception was -62.67%, which is greater than AGNCN's maximum drawdown of -53.34%. Use the drawdown chart below to compare losses from any high point for GSBD and AGNCN.


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Drawdown Indicators


GSBDAGNCNDifference

Max Drawdown

Largest peak-to-trough decline

-62.67%

-53.34%

-9.33%

Max Drawdown (1Y)

Largest decline over 1 year

-18.41%

-4.79%

-13.62%

Max Drawdown (5Y)

Largest decline over 5 years

-29.59%

-13.62%

-15.97%

Max Drawdown (10Y)

Largest decline over 10 years

-62.67%

Current Drawdown

Current decline from peak

-25.64%

-1.62%

-24.02%

Average Drawdown

Average peak-to-trough decline

-11.56%

-2.28%

-9.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.40%

0.96%

+10.44%

Volatility

GSBD vs. AGNCN - Volatility Comparison

Goldman Sachs BDC, Inc. (GSBD) has a higher volatility of 6.26% compared to AGNC Investment Corp. (AGNCN) at 1.84%. This indicates that GSBD's price experiences larger fluctuations and is considered to be riskier than AGNCN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GSBDAGNCNDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.26%

1.84%

+4.42%

Volatility (6M)

Calculated over the trailing 6-month period

13.37%

3.45%

+9.92%

Volatility (1Y)

Calculated over the trailing 1-year period

21.57%

7.10%

+14.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.77%

9.54%

+9.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.75%

23.17%

+7.58%

Financials

GSBD vs. AGNCN - Financials Comparison

This section allows you to compare key financial metrics between Goldman Sachs BDC, Inc. and AGNC Investment Corp.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-2.00B-1.00B0.001.00B2.00B3.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
55.81M
1.26B
(GSBD) Total Revenue
(AGNCN) Total Revenue
Values in USD except per share items