(GBDC) Golub Capital BDC - Performance -8.3% in 12m
Compare GBDC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
68.03%
#33 in Group
Rel. Strength
37.53%
#4991 in Universe
Total Return 12m
-8.32%
#161 in Group
Total Return 5y
105.40%
#48 in Group
P/E 10.5
54th Percentile in Group
P/E Forward 8.55
42th Percentile in Group
PEG 1.51
44th Percentile in Group
FCF Yield 9.72%
73th Percentile in Group
12m Total Return: GBDC (-8.3%) vs XLF (17.2%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-7.97% | 12.4% | 375% | 14.1 | 12.4 | 0.94 | 30.9% | 31.1% |
| AGF-B TO AGF Management |
-8.03% | 25.6% | 220% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| APO NYSE Apollo Global Management |
-16.6% | 13.4% | 263% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-12.4% | 2.74% | 154% | 8.09 | 10.4 | 1.07 | -1.20% | -8.73% |
| BK NYSE The Bank of New York Mellon |
-9.33% | 38% | 150% | 12.5 | 11.3 | 1.01 | 58.8% | 12.8% |
| TSLX NYSE Sixth Street Specialty |
-9.24% | 5.1% | 133% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-11.2% | 0.69% | 251% | 7.25 | 7.61 | 0.28 | -37.9% | -19.4% |
| FHI NYSE Federated Investors |
-7.78% | 12.3% | 130% | 11.7 | 9.27 | 1.78 | 45.6% | 9.29% |
Performance Comparison: GBDC vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for GBDC
| Total Return (including Dividends) | GBDC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -7.71% | -5.96% | -8.16% |
| 3 Months | -6.82% | -6.11% | -12.80% |
| 12 Months | -8.32% | 17.19% | 6.85% |
| 5 Years | 105.40% | 138.16% | 100.40% |
| Trend Score (consistency of price movement) | GBDC | XLF | S&P 500 |
| 1 Month | -69.6% | -69.9% | -70.9% |
| 3 Months | -61.0% | -80.9% | -90.1% |
| 12 Months | 14.1% | 86.2% | 62.2% |
| 5 Years | 86.4% | 75.1% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #114 | -1.86% | 0.49% |
| 3 Month | #105 | -0.76% | 6.85% |
| 12 Month | #162 | -21.8% | -14.2% |
| 5 Years | #58 | -13.8% | 2.49% |
FAQs
Does GBDC Golub Capital BDC outperforms the market?
No,
over the last 12 months GBDC made -8.32%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 17.19%.
Over the last 3 months GBDC made -6.82%, while XLF made -6.11%.
Over the last 3 months GBDC made -6.82%, while XLF made -6.11%.
Performance Comparison GBDC vs Indeces and Sectors
GBDC vs. Indices GBDC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.14% | 0.45% | 5.00% | -15.2% |
| US NASDAQ 100 | QQQ | 3.16% | 1.70% | 6.06% | -15.1% |
| US Dow Jones Industrial 30 | DIA | 3.09% | 0.15% | 3.97% | -12.5% |
| German DAX 40 | DAX | 0.05% | -0.85% | -13.5% | -26.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.48% | -3.98% | 2.58% | -16.4% |
| Hongkong Hang Seng | HSI | -2.91% | -2.75% | 0.36% | -25.6% |
| India NIFTY 50 | INDA | -4.43% | -10.4% | -0.98% | -12.2% |
| Brasil Bovespa | EWZ | -3.81% | -6.45% | -0.33% | 1.55% |
GBDC vs. Sectors GBDC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.98% | 0.61% | -4.02% | -23.3% |
| Consumer Discretionary | XLY | 1.66% | 1.16% | 1.10% | -18.5% |
| Consumer Staples | XLP | -1.28% | -11.3% | -5.62% | -20.6% |
| Energy | XLE | -2.75% | 4.63% | 4.34% | 3.74% |
| Financial | XLF | 0.44% | -1.75% | -4.85% | -25.5% |
| Health Care | XLV | 2.12% | 0.51% | 5.83% | -6.71% |
| Industrial | XLI | 1.57% | -0.52% | 4.32% | -12.5% |
| Materials | XLB | -0.47% | -1.75% | 10.3% | -1.48% |
| Real Estate | XLRE | -1.25% | -4.36% | 2.28% | -24.0% |
| Technology | XLK | 4.41% | 3.86% | 12.6% | -8.09% |
| Utilities | XLU | -0.20% | -7.49% | -1.41% | -30.1% |
| Aerospace & Defense | XAR | 2.50% | -2.34% | -3.80% | -29.5% |
| Biotech | XBI | -1.23% | 4.88% | 17.0% | -1.16% |
| Homebuilder | XHB | -0.99% | 0.27% | 17.7% | -0.34% |
| Retail | XRT | -2.07% | -2.09% | 6.93% | -3.86% |