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

Total Real Returns

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

KBDC real return snapshot: after CPI-U inflation, KBDC returned −2.08% over the past year and −8.83% YTD, with dividends reinvested. Since May 22, 2024, KBDC is down −5.29% in real purchasing-power return, or −2.24%/yr, and is currently −19.25% below its real total-return high on Feb. 18, 2025.

Data ending Fri Oct. 16, 2026

Growth of $10,000

Wed 2024-05-22💬 to Fri 2026-10-16 Overall
Return
Exponential
Trendline
KBDC
×
−5.29%
−2.24%/yr
−1.45%/yr
R2=0.056
Kayne Anderson BDC, Inc. NYSE Common Stock

Growth of $10,000 Summary

Wed 2024-05-22💬 to Fri 2026-10-16 Start
Value
End
Value
KBDC
×
$10,000.00
2024-05-22
$9,471.37
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
KBDC
×
−8.83% −2.08%

Drawdowns

  Current
Drawdown
Worst
Drawdown
KBDC
×
−19.25%
on 2026-10-16
from 2025-02-18 peak
−21.13%
on 2025-10-01
from 2025-02-18 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
KBDC
×
−2.08% −7.90%
−4.03%/yr
— — —

Annual Returns

Year KBDC
2026 (YTD) −8.83%
2025 −4.94%
2024 +9.28%