All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2019-07-18? to Wed 2025-08-27 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
OBDC × |
−3.20%
2025-08-27 |
1.315 TRR
2025-08-27 |
||||
Blue Owl Capital Corporation NYSE Common Stock | ||||||
SCM × |
+11.20%
2025-08-27 |
2.742 TRR
2025-08-27 |
||||
Stellus Capital Investment NYSE Common Stock | ||||||
BBDC × |
+6.86%
2025-08-27 |
2.626 TRR
2025-08-27 |
||||
Barings BDC Inc NYSE Common Stock | ||||||
Thu 2019-07-18? to Wed 2025-08-27 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
OBDC × |
+31.45%
+4.58%/yr |
+6.36%/yr
(R2=0.462) |
||||
Blue Owl Capital Corporation NYSE Common Stock | ||||||
SCM × |
+59.02%
+7.89%/yr |
+11.96%/yr
(R2=0.625) |
||||
Stellus Capital Investment NYSE Common Stock | ||||||
BBDC × |
+39.24%
+5.57%/yr |
+5.33%/yr
(R2=0.361) |
||||
Barings BDC Inc NYSE Common Stock | ||||||
Thu 2019-07-18? to Wed 2025-08-27 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
OBDC × |
$10,000.00
2019-07-18 |
$13,145.24
2025-08-27 |
||||
Blue Owl Capital Corporation NYSE Common Stock | ||||||
SCM × |
$10,000.00
2019-07-18 |
$15,901.71
2025-08-27 |
||||
Stellus Capital Investment NYSE Common Stock | ||||||
BBDC × |
$10,000.00
2019-07-18 |
$13,923.51
2025-08-27 |
||||
Barings BDC Inc NYSE Common Stock | ||||||
Year | OBDC | SCM | BBDC |
---|---|---|---|
2025 (YTD) | −3.20% | +11.20% | +6.86% |
2024 | +13.62% | +16.90% | +20.39% |
2023 | +38.88% | +5.21% | +14.87% |
2022 | −14.96% | +7.52% | −23.48% |
2021 | +13.95% | +21.54% | +20.89% |
2020 | −25.63% | −15.29% | −4.74% |
2019 | +19.43% | +18.27% | +17.71% |
2018 | — | +7.50% | +13.18% |
2017 | — | +17.74% | −43.26% |
2016 | — | +39.59% | +3.76% |
2015 | — | −8.40% | +3.84% |
2014 | — | −13.08% | −19.41% |
2013 | — | −1.59% | +15.05% |
2012 | — | +10.60% | +43.19% |
2011 | — | — | +7.73% |
2010 | — | — | +71.88% |
2009 | — | — | +34.26% |
2008 | — | — | −7.36% |
2007 | — | — | −19.02% |
Thu 2019-07-18? to Wed 2025-08-27 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
OBDC × | −6.39% |
−56.37%
2020-03-23 |
||||
Blue Owl Capital Corporation NYSE Common Stock | ||||||
SCM × | −3.29% |
−66.05%
2020-03-18 |
||||
Stellus Capital Investment NYSE Common Stock | ||||||
BBDC × | −4.19% |
−48.57%
2020-03-18 |
||||
Barings BDC Inc NYSE Common Stock | ||||||