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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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