All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

BBDC: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

BBDC real return snapshot: after CPI-U inflation, BBDC returned +4.53% over the past year and +3.94% YTD, with dividends reinvested. Since Feb. 15, 2007, BBDC is up +156.64% in real purchasing-power return, or +4.94%/yr, and is currently −22.14% below its real total-return high on Oct. 29, 2013.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Thu 2007-02-15💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
BBDC × 		+156.64%
+4.94%/yr 		+4.13%/yr
R2=0.308
Barings BDC Inc NYSE Common Stock

Growth of $10,000 Summary

Thu 2007-02-15💬 to Fri 2026-09-04 Start
Value 		End
Value
BBDC × 		$10,000.00
2007-02-15 		$25,664.33
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
BBDC × 		+3.94% +4.53%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BBDC × 		−22.14%
on 2026-09-04
from 2013-10-29 peak 		−67.83%
on 2020-03-18
from 2013-10-29 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
BBDC × 		+4.53% +4.49%
+2.22%/yr 		+22.60%
+7.03%/yr 		+12.72%
+2.42%/yr 		−9.28%
−0.97%/yr

Annual Returns

Year BBDC
2026 (YTD) +3.94%
2025 +0.46%
2024 +20.39%
2023 +14.85%
2022 −23.47%
2021 +20.88%
2020 −4.74%
2019 +17.71%
2018 +13.18%
2017 −43.26%
2016 +3.77%
2015 +3.84%
2014 −19.41%
2013 +15.05%
2012 +43.19%
2011 +7.73%
2010 +71.87%
2009 +34.25%
2008 −7.35%
2007 −19.01%