Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GBDC (Golub Capital BDC, Inc.) | 2.20% | 8.48% | 12.91% | 14.76% | 9.38% | 10.09% | NA | 9.97% |
Data as of 08/01/2025, AR inception is 04/15/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBDC (Golub Capital BDC, Inc.) | 04/15/2010 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.17 | 8.48 | 12.91 | 14.76 | 9.38 | 10.09 | NA | 9.97 | 2.20 | 12.89 | 27.69 | -6.99 | 17.78 | -10.00 | 22.13 | -1.31 | 8.41 | 20.73 | 0.39 | 1.29 | 29.24 | 12.64 | -1.21 | 24.13 |
| Sharpe Ratio | NA | 0.43 | 0.71 | 0.84 | 0.39 | NA | NA | 0.43 | 0.42 | 0.67 | 1.48 | -0.45 | 1.32 | -0.20 | 2.10 | -0.22 | 0.76 | 1.57 | 0.03 | 0.08 | 1.73 | 0.76 | -0.04 | 1.28 |
| Standard Deviation(%) | NA | 18.67 | 17.35 | 16.70 | 21.52 | NA | NA | 21.31 | 21.92 | 13.90 | 16.36 | 18.59 | 13.41 | 52.34 | 9.85 | 12.11 | 10.22 | 13.03 | 13.78 | 16.51 | 16.83 | 16.71 | 29.46 | 27.30 |
| Draw Down(%) | NA | 16.27 | 17.01 | 19.28 | 47.13 | NA | NA | 47.13 | 16.27 | 15.87 | 10.22 | 19.28 | 6.60 | 47.13 | 6.72 | 11.05 | 7.55 | 9.97 | 8.62 | 16.74 | 9.40 | 9.63 | 16.93 | 13.48 |
| Yield(%) | 0.00 | 10.96 | 11.24 | 11.88 | 9.17 | 10.17 | 7.44 | 9.92 | 5.11 | 12.20 | 11.47 | 7.97 | 8.23 | 6.68 | 8.79 | 8.01 | 9.05 | 8.02 | 7.58 | 7.22 | 8.39 | 8.72 | 7.66 | 6.67 |
Data as of 08/01/2025, AR inception is 04/15/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBDC (Golub Capital BDC, Inc.) |
-10.78%
Apr 2017 - Apr 2020 |
-0.64%
Apr 2015 - Apr 2020 |
6.55%
May 2013 - May 2023 |
9.91%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBDC (Golub Capital BDC, Inc.) |
19.19%
Apr 2020 - Apr 2023 |
17.65%
Apr 2020 - Apr 2025 |
10.39%
Apr 2014 - Apr 2024 |
10.31%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart