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BDC Portfolio Returns: Long & Short Term

BDC Portfolio Returns: Long & Short Term

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BDC Buzz
Apr 23, 2021
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BDC Buzz
BDC Portfolio Returns: Long & Short Term
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Summary

  • The following tables show the total returns for each BDC portfolio compared to the S&P 500, Vanguard Real Estate (VNQ), high-yield bond ETFs (HYG/JNK), and WF BDC Index (BDCZ).

  • I have included some of the BDCs that I do not follow such as CPTA, BKCC, FCRD, OXSQ, SLRC, PTMN, and HCAP that have seriously underperformed the average.

  • 24% annualized ret…

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