Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBDC (Golub Capital BDC, Inc.) | 0.98% | -2.42% | 10.39% | 6.75% | 7.66% | 9.04% | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/15/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBDC (Golub Capital BDC, Inc.) | 04/15/2010 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | -2.42 | 10.39 | 6.75 | 7.66 | 9.04 | NA | … | … | 0.98 | -0.65 | 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 | -0.32 | 0.39 | 0.20 | 0.26 | NA | NA | … | … | -0.22 | -0.19 | 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 | 19.18 | 17.26 | 17.19 | 21.83 | NA | NA | … | … | 23.94 | 19.12 | 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 | 18.20 | 18.20 | 19.28 | 47.13 | NA | NA | … | … | 14.05 | 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 | 9.86 | 11.32 | 9.06 | 8.51 | 9.61 | 7.84 | … | … | 2.43 | 10.22 | 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 06/11/2026, Common starting date 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 |
7.25%
Feb 2011 – Feb 2026 |
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