(BBDC) Barings BDC - Performance 5.2% in 12m
Compare BBDC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
74.38%
#29 in Group
Rel. Strength
55.86%
#3527 in Universe
Total Return 12m
5.21%
#101 in Group
Total Return 5y
117.77%
#40 in Group
P/E 8.33
31th Percentile in Group
P/E Forward 7.80
32th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 5.96%
51th Percentile in Group
12m Total Return: BBDC (5.2%) vs XLF (19.4%)
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 |
-5.71% | 14.3% | 361% | 14.2 | 12.5 | 0.94 | 30.9% | 31.1% |
| APO NYSE Apollo Global Management |
-8.59% | 19.6% | 289% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-9.5% | 6.36% | 159% | 8.09 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-7.25% | 18.3% | 201% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
-6.8% | 8.68% | 144% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-8.81% | 5.27% | 288% | 7.67 | 8.05 | 0.28 | -37.9% | -19.4% |
| BK NYSE The Bank of New York Mellon |
-7.38% | 43.9% | 144% | 12.7 | 11.4 | 1.02 | 58.8% | 12.8% |
| FHI NYSE Federated Investors |
-5.05% | 14.3% | 133% | 11.7 | 9.27 | 1.78 | 45.6% | 9.29% |
Performance Comparison: BBDC vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BBDC
| Total Return (including Dividends) | BBDC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -7.45% | -4.63% | -6.90% |
| 3 Months | -7.50% | -6.79% | -11.64% |
| 12 Months | 5.21% | 19.37% | 6.50% |
| 5 Years | 117.77% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | BBDC | XLF | S&P 500 |
| 1 Month | -79.6% | -71.4% | -74.5% |
| 3 Months | -61.6% | -76.1% | -88.2% |
| 12 Months | 61.3% | 87.3% | 66.1% |
| 5 Years | 78.0% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #133 | -2.96% | -0.58% |
| 3 Month | #116 | -0.76% | 4.69% |
| 12 Month | #102 | -11.9% | -1.22% |
| 5 Years | #48 | -6.46% | 8.31% |
FAQs
Does BBDC Barings BDC outperforms the market?
No,
over the last 12 months BBDC made 5.21%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.37%.
Over the last 3 months BBDC made -7.50%, while XLF made -6.79%.
Over the last 3 months BBDC made -7.50%, while XLF made -6.79%.
Performance Comparison BBDC vs Indeces and Sectors
BBDC vs. Indices BBDC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.85% | -0.55% | 3.17% | -1.29% |
| US NASDAQ 100 | QQQ | 5.67% | 0.42% | 3.46% | 0.28% |
| US Dow Jones Industrial 30 | DIA | 6.24% | -1.03% | 2.90% | -0.21% |
| German DAX 40 | DAX | 2.05% | 1.06% | -13.9% | -13.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.09% | 0.52% | -3.72% | -0.81% |
| Hongkong Hang Seng | HSI | 1.01% | 3.21% | -0.28% | -11.7% |
| India NIFTY 50 | INDA | 1.76% | -13.2% | 0.71% | 1.94% |
| Brasil Bovespa | EWZ | 0.94% | -2.80% | 1.20% | 14.9% |
BBDC vs. Sectors BBDC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.52% | -0.47% | -6.03% | -8.88% |
| Consumer Discretionary | XLY | 6.53% | -1.82% | 0.41% | -3.33% |
| Consumer Staples | XLP | 2.02% | -9.48% | -6.92% | -9.26% |
| Energy | XLE | -0.67% | 2.48% | 2.76% | 15.8% |
| Financial | XLF | 3.59% | -2.82% | -4.62% | -14.2% |
| Health Care | XLV | 4.76% | -0.12% | 4.48% | 5.76% |
| Industrial | XLI | 3.73% | -1.99% | 3.17% | 0.21% |
| Materials | XLB | 1.91% | -0.64% | 10.3% | 12.7% |
| Real Estate | XLRE | -0.19% | -3.96% | 1.53% | -11.9% |
| Technology | XLK | 5.98% | 2.87% | 10.0% | 7.55% |
| Utilities | XLU | 2.06% | -6.34% | -2.78% | -19.9% |
| Aerospace & Defense | XAR | 2.86% | -6.81% | -6.30% | -18.9% |
| Biotech | XBI | -0.83% | 6.54% | 17.7% | 15.4% |
| Homebuilder | XHB | 4.64% | -0.09% | 20.7% | 14.4% |
| Retail | XRT | 4.55% | -3.98% | 8.31% | 9.56% |