MVIS US Business Development Companies Index

The MVIS US Business Development Companies Index (MVBIZD) tracks the performance of the largest and most liquid Business Development Companies that are listed and incorporared in the United States. This is a modified market cap-weighted index, and only includes companies that qualify as a Business Development Compnay, which means it must be organized under the laws of, and have its principal place of business in the U.S., be registered with the Securities Exchange Commision, and have elected to be regulated as a BDC under the Investment Company Act of 1940. MVBIZD covers at least 90% of the investable universe.

Index Performance

Index performance of price, total return net and total return gross indices is displayed in realtime.

PeriodPriceTotal Return GrossTotal Return Net
Year-to-Date Performance25.47%34.39%31.50%
1-Year Performance23.87%35.46%31.69%
3-Year Performance7.76%45.76%32.66%
5-Year Performance-5.31%54.01%32.38%
Since Inception (29 Jun 2007)-45.52%113.99%40.54%

Index Records

Index highs and lows of price, total return net and total return gross indices are displayed in realtime.

PeriodPriceTotal Return GrossTotal Return Net
All Time High/Low1,034.11 / 174.85 2,202.95 / 211.49 1,447.80 / 199.47
52-Weeks High/Low562.10 / 427.68 2,202.95 / 1,556.15 1,447.80 / 1,048.73
Quarter High/Low562.10 / 537.80 2,202.95 / 2,105.86 1,447.80 / 1,384.36
Month High/Low562.10 / 544.84 2,202.95 / 2,139.90 1,447.80 / 1,405.40

Index Correlation and Volatility

Index correlation to selected index peers and index volatility are updated daily.

Index Correlation
MSCI ACWI Financials0.6264
Index Volatility
1-month Volatility8.29
1-year Volatility13.41

Component Performance

Displayed are the best and worst index components over a selected period of time. Data is updated daily.

Best 5 Components1-YearYear-to-Date1-Day
ARES CAPITAL CORP31.99%28.14%-1.36%
GLADSTONE CAPITAL CORP51.15%43.44%-1.82%
GLADSTONE INVESTMENT CORP79.72%77.25%-1.35%
GOLUB CAPITAL BDC INC15.19%12.33%-0.73%
HERCULES CAPITAL INC35.07%25.99%-0.72%
MAIN STREET CAPITAL CORP48.40%49.55%-2.33%
NEW MOUNTAIN FINANCE CORP23.62%27.38%-0.73%
PENNANTPARK INVESTMENT CORP65.96%60.50%-1.82%
PROSPECT CAPITAL CORP74.09%74.12%-1.48%
SLR INVESTMENT CORP15.63%17.02%-0.67%
FS KKR CAPITAL CORP30.31%39.41%-1.44%
GOLDMAN SACHS BDC INC14.24%6.87%-0.37%
PENNANTPARK FLOATING RATE CA35.79%34.71%-0.53%
CAPITAL SOUTHWEST CORP72.43%63.16%-0.88%
NEWTEK BUSINESS SERVICES CORP79.03%62.24%-1.29%
FIDUS INVESTMENT CORP41.95%47.75%-1.53%
TCG BDC INC39.44%45.14%-0.72%
OAKTREE SPECIALTY LENDING CORP41.07%38.54%-0.95%
BARINGS BDC INC34.41%27.40%-1.45%
BLACKROCK TCP CAPITAL CORP23.28%27.82%-0.88%
APOLLO INVESTMENT CORP30.10%31.48%-1.30%
BAIN CAPITAL SPECIALTY FINANCE37.90%32.89%-1.11%
TRIPLEPOINT VENTURE GROWTH BDC CORP50.91%52.87%-0.38%
OWL ROCK CAPITAL CORP12.82%18.54%-1.06%
SIXTH STREET SPECIALTY LENDING33.61%30.55%-0.70%
Worst 5 Components1-YearYear-to-Date1-Day
ARES CAPITAL CORP31.99%28.14%-1.36%
GLADSTONE CAPITAL CORP51.15%43.44%-1.82%
GLADSTONE INVESTMENT CORP79.72%77.25%-1.35%
GOLUB CAPITAL BDC INC15.19%12.33%-0.73%
HERCULES CAPITAL INC35.07%25.99%-0.72%
MAIN STREET CAPITAL CORP48.40%49.55%-2.33%
NEW MOUNTAIN FINANCE CORP23.62%27.38%-0.73%
PENNANTPARK INVESTMENT CORP65.96%60.50%-1.82%
PROSPECT CAPITAL CORP74.09%74.12%-1.48%
SLR INVESTMENT CORP15.63%17.02%-0.67%
FS KKR CAPITAL CORP30.31%39.41%-1.44%
GOLDMAN SACHS BDC INC14.24%6.87%-0.37%
PENNANTPARK FLOATING RATE CA35.79%34.71%-0.53%
CAPITAL SOUTHWEST CORP72.43%63.16%-0.88%
NEWTEK BUSINESS SERVICES CORP79.03%62.24%-1.29%
FIDUS INVESTMENT CORP41.95%47.75%-1.53%
TCG BDC INC39.44%45.14%-0.72%
OAKTREE SPECIALTY LENDING CORP41.07%38.54%-0.95%
BARINGS BDC INC34.41%27.40%-1.45%
BLACKROCK TCP CAPITAL CORP23.28%27.82%-0.88%
APOLLO INVESTMENT CORP30.10%31.48%-1.30%
BAIN CAPITAL SPECIALTY FINANCE37.90%32.89%-1.11%
TRIPLEPOINT VENTURE GROWTH BDC CORP50.91%52.87%-0.38%
OWL ROCK CAPITAL CORP12.82%18.54%-1.06%
SIXTH STREET SPECIALTY LENDING33.61%30.55%-0.70%
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