Performance analysis of Golub Capital BDC (GBDC)
Annual Return
Over the past 3 years, GBDC has had an average annual return of +10.11%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, GBDC has had an average annual return of +5.96%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, GBDC has had an average annual return of +6.30%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Apr 15, 2010, GBDC has had an average annual return of +8.08%, underperforming the benchmark SPY, which returned +13.99% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.32% | -0.40% | +13.49% | +27.67% | -6.98% | +17.85% | -14.81% | +21.03% | -2.24% | +6.20% | +20.32% | -0.04% |
| 2014 | 2013 | 2012 | 2011 | 2010 | |||||||
| +0.90% | +28.72% | +12.10% | -1.62% | +23.10% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.33% | -10.45% | +8.50% | +8.21% | -3.94% | -1.98% | -2.32% | ||||||
| 2025 | +3.76% | -0.38% | -0.90% | -5.42% | +6.21% | -1.12% | +2.12% | -0.27% | -5.70% | +2.92% | +0% | -0.96% | -0.40% |
| 2024 | +1.06% | +5.06% | +6.81% | +4.45% | -2.05% | -4.89% | -2.74% | +0.68% | +1.48% | +0.20% | +4.10% | -0.76% | +13.49% |
| 2023 | +4.10% | +2.85% | -1.43% | -0.59% | -1.63% | +4.38% | +3.18% | +6.18% | +2.02% | -1.84% | +3.82% | +4.06% | +27.67% |
| 2022 | +1.55% | +0.51% | -1.63% | -1.91% | -5.23% | -6.37% | +8.34% | -0.93% | -8.93% | +4.68% | +7.94% | -3.64% | -6.98% |
| 2021 | +0.49% | +4.58% | +0.29% | +7.11% | +1.02% | -0.70% | +2.33% | -0.44% | +2.54% | +0.44% | -4.47% | +3.81% | +17.85% |
| 2020 | -0.22% | -9.51% | -23.15% | -16.60% | +18.32% | -1.84% | +1.55% | +11.41% | +2.71% | -4.00% | +10.07% | +3.21% | -14.81% |
| 2019 | +10.86% | +0.93% | -1.36% | +3.07% | -4.88% | +3.42% | +1.85% | +4.38% | +1.29% | -5.47% | +3.09% | +3.07% | +21.03% |
| 2018 | -0.16% | -1.37% | +1.60% | +0.61% | +2.83% | +0.60% | +3% | +1.33% | -0.16% | -1.60% | +0.33% | -8.73% | -2.24% |
| 2017 | +1.57% | +2.46% | +5.61% | +2.16% | +0.10% | -4.45% | +2.30% | -4.96% | +2.98% | +0.75% | -0.10% | -1.87% | +6.20% |
Drawdown analysis of Golub Capital BDC (GBDC)
The maximum drawdown for the GBDC was -47.30%, occurring on Apr 2, 2020. Recovery took 376 trading sessions.
The current GBDC drawdown is -9.50%.
Since Apr 15, 2010 GBDC has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.30% | Dec 30, 2019 | 65 | Apr 2, 2020 | 376 | Sep 29, 2021 | 441 |
| -19.26% | Feb 10, 2022 | 157 | Sep 27, 2022 | 215 | Aug 7, 2023 | 372 |
| -18.70% | Dec 30, 2010 | 154 | Aug 10, 2011 | 275 | Sep 12, 2012 | 429 |
| -18.14% | Jul 17, 2025 | 155 | Feb 27, 2026 | Ongoing | Ongoing | Ongoing |
| -16.72% | Mar 14, 2014 | 38 | May 8, 2014 | 163 | Dec 30, 2014 | 201 |
| -16.54% | Apr 29, 2024 | 236 | Apr 8, 2025 | 65 | Jul 14, 2025 | 301 |
| -13.46% | Apr 20, 2010 | 23 | May 21, 2010 | 23 | Jun 24, 2010 | 46 |
| -11.72% | Nov 9, 2018 | 27 | Dec 20, 2018 | 44 | Feb 26, 2019 | 71 |
| -11.17% | Dec 1, 2015 | 47 | Feb 9, 2016 | 18 | Mar 7, 2016 | 65 |
| -9.65% | Aug 30, 2016 | 45 | Nov 2, 2016 | 55 | Jan 24, 2017 | 100 |
| -9.62% | Oct 5, 2012 | 26 | Nov 14, 2012 | 26 | Dec 21, 2012 | 52 |
| -9.40% | Jul 23, 2013 | 25 | Aug 27, 2013 | 60 | Nov 20, 2013 | 85 |
| -9.02% | May 5, 2017 | 189 | Feb 5, 2018 | 112 | Jul 17, 2018 | 301 |
| -8.73% | Apr 23, 2015 | 65 | Jul 27, 2015 | 85 | Nov 24, 2015 | 150 |
| -7.52% | Nov 26, 2010 | 3 | Dec 1, 2010 | 20 | Dec 30, 2010 | 23 |
| -6.70% | Dec 31, 2013 | 22 | Feb 3, 2014 | 14 | Feb 24, 2014 | 36 |
| -6.69% | Sep 26, 2019 | 28 | Nov 5, 2019 | 37 | Dec 30, 2019 | 65 |
| -6.32% | Oct 28, 2021 | 21 | Nov 29, 2021 | 31 | Jan 12, 2022 | 52 |
| -6.06% | Nov 29, 2013 | 4 | Dec 5, 2013 | 12 | Dec 23, 2013 | 16 |
| -5.71% | Apr 8, 2013 | 8 | Apr 18, 2013 | 3 | Apr 23, 2013 | 11 |
| -5.60% | Jun 25, 2010 | 6 | Jul 6, 2010 | 29 | Aug 16, 2010 | 35 |
| -5.55% | Oct 2, 2018 | 16 | Oct 24, 2018 | 12 | Nov 9, 2018 | 28 |
| -5.10% | Apr 30, 2019 | 23 | Jun 3, 2019 | 36 | Jul 24, 2019 | 59 |
| -4.88% | Oct 27, 2010 | 3 | Nov 1, 2010 | 10 | Nov 15, 2010 | 13 |
| -4.47% | Jan 9, 2013 | 4 | Jan 15, 2013 | 31 | Mar 1, 2013 | 35 |