Performance analysis of Barings BDC (BBDC)
Annual Return
Over the past 3 years, BBDC has had an average annual return of +14.09%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, BBDC has had an average annual return of +6.76%, underperforming the benchmark SPY, which returned +12.55% annual.
Since Aug 3, 2018, BBDC has had an average annual return of +6.52%, underperforming the benchmark SPY, which returned +14.58% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.83% | +8.99% | +23.96% | +18.77% | -18.52% | +29.40% | -3.50% | +20.39% | -13.42% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.98% | -7.15% | +0.55% | +11.06% | -5.25% | +1.50% | -1.58% | -2.83% | |||||
| 2025 | +5.75% | +2.96% | -5.52% | -8.70% | +6.89% | +1.61% | +1.09% | +7.14% | -8.59% | +2.74% | +1.67% | +3.31% | +8.99% |
| 2024 | +4.66% | +9.13% | -2.47% | -0.21% | +8.29% | -0.63% | +3.19% | +0.10% | +0.10% | -1.33% | +5.89% | -4.07% | +23.96% |
| 2023 | +7.49% | -1.03% | -5.64% | -4.03% | +4.20% | +1.96% | +6.50% | +11.14% | -1.18% | -0.79% | +2.04% | -2.01% | +18.77% |
| 2022 | -1.64% | +2.32% | -4.79% | -1.55% | +1.77% | -8.00% | +5.69% | +1.33% | -14.95% | +7.74% | +3.15% | -8.85% | -18.52% |
| 2021 | -4.02% | +9.85% | +4.87% | +4.01% | +0.86% | +2.79% | +1.51% | +0.66% | +4.14% | +2% | -2.10% | +2.13% | +29.40% |
| 2020 | +0.19% | -8.35% | -19.39% | -9.63% | +14.79% | +4.34% | -4.16% | +6.97% | +0.21% | -6.12% | +17.69% | +6.11% | -3.50% |
| 2019 | +9.88% | -2.92% | +3.32% | +1.32% | -0.40% | +0.71% | +0.31% | +1.32% | +2.92% | +1.18% | +1.36% | +0.19% | +20.39% |
| 2018 | +0.71% | -5.46% | -0.30% | +0.40% | -9.15% | -13.42% |
Drawdown analysis of Barings BDC (BBDC)
The maximum drawdown for the BBDC was -48.46%, occurring on Mar 18, 2020. Recovery took 239 trading sessions.
The current BBDC drawdown is -6.38%.
Since Aug 3, 2018 BBDC has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.46% | Jan 22, 2020 | 39 | Mar 18, 2020 | 239 | Mar 1, 2021 | 278 |
| -27.42% | Nov 10, 2021 | 374 | May 9, 2023 | 128 | Nov 9, 2023 | 502 |
| -24.48% | Feb 21, 2025 | 32 | Apr 8, 2025 | 267 | May 1, 2026 | 299 |
| -16.15% | Aug 7, 2018 | 95 | Dec 21, 2018 | 187 | Sep 20, 2019 | 282 |
| -9.68% | May 4, 2026 | 33 | Jun 22, 2026 | Ongoing | Ongoing | Ongoing |
| -8.93% | Jul 17, 2024 | 13 | Aug 5, 2024 | 28 | Sep 13, 2024 | 41 |
| -7.89% | Dec 2, 2024 | 12 | Dec 18, 2024 | 27 | Jan 30, 2025 | 39 |
| -6.92% | Nov 9, 2023 | 2 | Nov 13, 2023 | 50 | Jan 26, 2024 | 52 |
| -6.81% | Mar 8, 2024 | 10 | Mar 22, 2024 | 34 | May 10, 2024 | 44 |
| -5.52% | Sep 19, 2024 | 32 | Nov 4, 2024 | 10 | Nov 18, 2024 | 42 |
| -5.21% | Jan 26, 2024 | 7 | Feb 6, 2024 | 12 | Feb 23, 2024 | 19 |
| -4.12% | Jun 3, 2024 | 11 | Jun 18, 2024 | 11 | Jul 5, 2024 | 22 |
| -3.81% | Jun 28, 2021 | 14 | Jul 19, 2021 | 14 | Aug 6, 2021 | 28 |
| -3.43% | Mar 15, 2021 | 6 | Mar 23, 2021 | 9 | Apr 6, 2021 | 15 |
| -2.93% | Sep 27, 2019 | 3 | Oct 2, 2019 | 21 | Oct 31, 2019 | 24 |
| -2.90% | Aug 17, 2021 | 2 | Aug 19, 2021 | 18 | Sep 15, 2021 | 20 |
| -2.79% | May 19, 2021 | 6 | May 27, 2021 | 10 | Jun 11, 2021 | 16 |
| -2.46% | Jun 11, 2021 | 5 | Jun 18, 2021 | 6 | Jun 28, 2021 | 11 |
| -2.45% | Mar 4, 2021 | 1 | Mar 5, 2021 | 5 | Mar 12, 2021 | 6 |
| -2.30% | Sep 15, 2021 | 3 | Sep 20, 2021 | 2 | Sep 22, 2021 | 5 |
| -2.23% | Feb 27, 2024 | 5 | Mar 5, 2024 | 3 | Mar 8, 2024 | 8 |
| -2.00% | Dec 17, 2019 | 8 | Dec 30, 2019 | 10 | Jan 14, 2020 | 18 |
| -1.90% | Oct 1, 2021 | 2 | Oct 5, 2021 | 18 | Oct 29, 2021 | 20 |
| -1.72% | May 6, 2021 | 4 | May 12, 2021 | 4 | May 18, 2021 | 8 |
| -1.41% | May 21, 2024 | 2 | May 23, 2024 | 1 | May 24, 2024 | 3 |