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TPVG vs. BBDC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

TPVG vs. BBDC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TriplePoint Venture Growth BDC Corp. (TPVG) and Barings BDC, Inc. (BBDC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TPVG achieves a -20.50% return, which is significantly lower than BBDC's -6.34% return.


TPVG

1D
-4.80%
1M
-10.25%
YTD
-20.50%
6M
-16.81%
1Y
-16.32%
3Y*
-11.75%
5Y*
-8.61%
10Y*
4.99%

BBDC

1D
-2.41%
1M
-2.03%
YTD
-6.34%
6M
-2.62%
1Y
0.92%
3Y*
14.62%
5Y*
6.04%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TPVG vs. BBDC - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
TPVG
TriplePoint Venture Growth BDC Corp.
-20.50%3.93%-20.01%20.29%-34.65%50.54%5.70%44.22%-15.53%
BBDC
Barings BDC, Inc.
-6.34%8.84%23.86%18.53%-18.59%29.31%-3.48%20.40%-9.56%

Correlation

The correlation between TPVG and BBDC is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.52

Correlation (3Y)
Calculated over the trailing 3-year period

0.51

Correlation (5Y)
Calculated over the trailing 5-year period

0.54

Correlation (All Time)
Calculated using the full available price history since Aug 3, 2018

0.50

The correlation between TPVG and BBDC has been stable across timeframes, ranging from 0.50 to 0.54 - a consistent structural relationship.

Fundamentals

Market Cap

TPVG:

$192.74M

BBDC:

$847.08M

EPS

TPVG:

$1.14

BBDC:

$0.66

PE Ratio

TPVG:

4.17

BBDC:

12.26

PEG Ratio

TPVG:

0.19

BBDC:

0.02

PS Ratio

TPVG:

2.07

BBDC:

4.88

PB Ratio

TPVG:

0.55

BBDC:

0.73

Total Revenue (TTM)

TPVG:

$92.89M

BBDC:

$174.30M

Gross Profit (TTM)

TPVG:

$65.21M

BBDC:

$149.47M

EBITDA (TTM)

TPVG:

$63.04M

BBDC:

$90.27M

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Return for Risk

TPVG vs. BBDC — Risk / Return Rank

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

TPVG
TPVG Risk / Return Rank: 2121
Overall Rank
TPVG Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
TPVG Sortino Ratio Rank: 2020
Sortino Ratio Rank
TPVG Omega Ratio Rank: 2020
Omega Ratio Rank
TPVG Calmar Ratio Rank: 2424
Calmar Ratio Rank
TPVG Martin Ratio Rank: 2020
Martin Ratio Rank

BBDC
BBDC Risk / Return Rank: 4141
Overall Rank
BBDC Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
BBDC Sortino Ratio Rank: 3636
Sortino Ratio Rank
BBDC Omega Ratio Rank: 3535
Omega Ratio Rank
BBDC Calmar Ratio Rank: 4444
Calmar Ratio Rank
BBDC Martin Ratio Rank: 4343
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.

TPVG vs. BBDC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TriplePoint Venture Growth BDC Corp. (TPVG) 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.


TPVGBBDCDifference
Sharpe ratioReturn per unit of total volatility

-0.55

Sortino ratioReturn per unit of downside risk

-0.74

Omega ratioGain probability vs. loss probability

0.94

1.02

-0.09

Calmar ratioReturn relative to maximum drawdown

-0.52

0.08

-0.59

Martin ratioReturn relative to average drawdown

-1.02

0.16

-1.18

TPVG vs. BBDC - Sharpe Ratio Comparison

The current TPVG Sharpe Ratio is -0.50, which is lower than the BBDC Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of TPVG and BBDC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

TPVG vs. BBDC - Drawdown Comparison

The maximum TPVG drawdown since its inception was -81.78%, which is greater than BBDC's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for TPVG and BBDC.


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Drawdown Indicators


TPVGBBDCDifference

Max Drawdown

Largest peak-to-trough decline

-81.78%

-48.45%

-33.33%

Max Drawdown (1Y)

Largest decline over 1 year

-31.61%

-12.28%

-19.33%

Max Drawdown (3Y)

Largest decline over 3 years

-44.54%

-24.51%

-20.03%

Max Drawdown (5Y)

Largest decline over 5 years

-54.79%

-27.55%

-27.24%

Max Drawdown (10Y)

Largest decline over 10 years

-81.78%

Current Drawdown

Current decline from peak

-50.05%

-9.77%

-40.28%

Average Drawdown

Average peak-to-trough decline

-18.47%

-7.98%

-10.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.04%

5.69%

+10.35%

Volatility

TPVG vs. BBDC - Volatility Comparison

TriplePoint Venture Growth BDC Corp. (TPVG) has a higher volatility of 9.29% compared to Barings BDC, Inc. (BBDC) at 6.62%. This indicates that TPVG's price experiences larger fluctuations and is considered to be riskier than BBDC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TPVGBBDCDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.29%

6.62%

+2.67%

Volatility (6M)

Calculated over the trailing 6-month period

25.45%

15.45%

+10.00%

Volatility (1Y)

Calculated over the trailing 1-year period

32.52%

18.91%

+13.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.66%

19.45%

+12.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

67.81%

24.21%

+43.60%

Dividends

TPVG vs. BBDC - Dividend Comparison

TPVG's dividend yield for the trailing twelve months is around 19.75%, more than BBDC's 13.47% yield.


PositionTTM20252024202320222021202020192018201720162015
BBDC
Barings BDC, Inc.
13.47%12.96%10.87%11.89%11.66%7.44%7.07%5.25%21.24%0.00%0.00%0.00%
TPVG
TriplePoint Venture Growth BDC Corp.
19.75%16.51%18.97%14.73%14.86%8.02%11.81%10.13%14.14%11.35%12.22%12.04%

Financials

TPVG vs. BBDC - Financials Comparison

This section allows you to compare key financial metrics between TriplePoint Venture Growth BDC Corp. 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.


Quarterly
Annual

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


-20.00M0.0020.00M40.00M60.00M80.00M20222023202420252026
22.78M
0
(TPVG) Total Revenue
(BBDC) Total Revenue
Values in USD except per share items

Frequently Asked Questions


TPVG and BBDC have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TPVG has higher volatility (9.29%) compared to BBDC (6.62%). In terms of maximum drawdown, TPVG dropped -81.78% vs BBDC's -48.45%.

BBDC currently has the higher Sharpe Ratio (0.05 vs -0.50), 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.

Portfolio Optimizer

Find the right allocation for TPVG and BBDC

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