RAND vs. BBDC
RAND (Rand Capital Corporation) and BBDC (Barings BDC, Inc.) are both stocks. Both are in the Financial Services sector — RAND in Asset Management, BBDC in Credit Services. Over the past 5 years, RAND returned 0.52%/yr vs 6.53%/yr for BBDC. At a 0.08 correlation, their price movements are largely independent.
Performance
RAND vs. BBDC - Performance Comparison
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Returns By Period
In the year-to-date period, RAND achieves a -6.14% return, which is significantly lower than BBDC's -2.05% return.
RAND
- 1D
- -0.49%
- 1M
- 0.00%
- 6M
- -7.33%
- YTD
- -6.14%
- 1Y
- -34.49%
- 3Y*
- 7.07%
- 5Y*
- 0.52%
- 10Y*
- 3.09%
BBDC
- 1D
- -1.28%
- 1M
- 0.83%
- 6M
- -1.95%
- YTD
- -2.05%
- 1Y
- 0.44%
- 3Y*
- 14.95%
- 5Y*
- 6.53%
- 10Y*
- —
RAND vs. BBDC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
RAND Rand Capital Corporation | -6.14% | -34.86% | 91.43% | 7.45% | -17.05% | -0.95% | 69.87% | 7.20% | 2.88% |
BBDC Barings BDC, Inc. | -2.05% | 8.84% | 23.86% | 18.53% | -18.59% | 29.31% | -3.48% | 20.40% | -9.56% |
Correlation
The correlation between RAND and BBDC is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Aug 3, 2018 | 0.08 |
Fundamentals
RAND:
$30.14M
BBDC:
$885.82M
RAND:
-$2.81
BBDC:
$0.66
RAND:
0.59
BBDC:
0.77
RAND:
-$3.23M
BBDC:
$174.30M
RAND:
-$4.74M
BBDC:
$149.47M
RAND:
-$6.47M
BBDC:
$90.27M
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Return for Risk
RAND vs. BBDC — Risk / Return Rank
RAND
BBDC
RAND vs. BBDC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rand Capital Corporation (RAND) and Barings BDC, Inc. (BBDC). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RAND | BBDC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.81 | ||
| Sortino ratioReturn per unit of downside risk | -1.13 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.02 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.81 | 0.04 | -0.84 |
| Martin ratioReturn relative to average drawdown | -1.11 | 0.07 | -1.18 |
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Drawdowns
RAND vs. BBDC - Drawdown Comparison
The maximum RAND drawdown since its inception was -89.66%, which is greater than BBDC's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for RAND and BBDC.
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Drawdown Indicators
| RAND | BBDC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.66% | -48.45% | -41.21% |
Max Drawdown (1Y)Largest decline over 1 year | -42.76% | -12.28% | -30.48% |
Max Drawdown (3Y)Largest decline over 3 years | -60.11% | -24.51% | -35.60% |
Max Drawdown (5Y)Largest decline over 5 years | -60.11% | -27.55% | -32.56% |
Max Drawdown (10Y)Largest decline over 10 years | -60.11% | — | — |
Current DrawdownCurrent decline from peak | -58.71% | -5.64% | -53.07% |
Average DrawdownAverage peak-to-trough decline | -67.67% | -7.97% | -59.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.12% | 5.90% | +25.22% |
Volatility
RAND vs. BBDC - Volatility Comparison
Rand Capital Corporation (RAND) and Barings BDC, Inc. (BBDC) have volatilities of 5.92% and 5.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RAND | BBDC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.92% | 5.89% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 25.96% | 15.39% | +10.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.28% | 19.16% | +25.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.36% | 19.48% | +21.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.40% | 24.18% | +22.22% |
Dividends
RAND vs. BBDC - Dividend Comparison
RAND's dividend yield for the trailing twelve months is around 16.95%, more than BBDC's 12.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BBDC Barings BDC, Inc. | 12.88% | 12.96% | 10.87% | 11.89% | 11.66% | 7.44% | 7.07% | 5.25% | 21.24% |
RAND Rand Capital Corporation | 16.95% | 15.15% | 26.13% | 10.24% | 6.23% | 2.59% | 90.40% | 0.00% | 0.00% |
Financials
RAND vs. BBDC - Financials Comparison
This section allows you to compare key financial metrics between Rand Capital Corporation and Barings BDC, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
RAND and BBDC have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RAND has higher volatility (5.92%) compared to BBDC (5.89%). In terms of maximum drawdown, RAND dropped -89.66% vs BBDC's -48.45%.
BBDC currently has the higher Sharpe Ratio (0.02 vs -0.78), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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