MVIS US Business Development Companies Index

The modified market cap-weighted index tracks the performance of the largest and most liquid companies which are treated as Business Development Companies (BDC) and are incorporated in the United States. BDCs must be organised under the law of, and have its principal place of business in the United States, be registered with the Security Exchange Commission (SEC) and have elected to be regulated as a BDC under the Investment Company Act of 1940. The MVIS US Business Development Companies Index (MVBIZD) has been licensed to underlie financial products with currently USD 197.36 million in assets under management.

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 Performance-30.60%-25.94%-27.42%
1-Year Performance-29.06%-20.69%-23.39%
3-Year Performance-35.24%-12.46%-20.30%
5-Year Performance-34.68%6.49%-8.41%
Since Inception (29 Jun 2007)-63.04%28.37%-12.39%

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 1,783.15 / 211.49 1,241.19 / 199.47
52-Weeks High/Low546.83 / 226.16 1,783.15 / 756.93 1,241.19 / 522.71
Quarter High/Low370.61 / 369.58 1,287.23 / 1,283.66 878.58 / 876.14
Month High/Low421.62 / 364.88 1,430.43 / 1,259.54 983.50 / 861.38

Index Correlation and Volatility

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

Index Correlation
MSCI ACWI Financials0.7830
DJ US Asset Managers TSM0.4542
DJ US Financials TSM0.4999
Index Volatility
1-month Volatility35.76
1-year Volatility52.92

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 CORP-11.67%-18.08%0.00%
BLACKROCK CAPITAL INVESTMENT CORP-48.88%-40.61%0.00%
GLADSTONE CAPITAL CORP-16.66%-24.65%0.00%
GLADSTONE INVESTMENT CORP-2.72%-20.30%0.00%
GOLUB CAPITAL BDC INC-26.11%-32.01%0.00%
HERCULES CAPITAL INC-9.38%-20.96%0.00%
MAIN STREET CAPITAL CORP-20.06%-25.85%0.00%
NEW MOUNTAIN FINANCE CORP-25.66%-27.56%0.00%
PENNANTPARK INVESTMENT CORP-39.11%-43.89%0.00%
PROSPECT CAPITAL CORP-12.67%-15.93%0.00%
SOLAR CAPITAL LTD-8.82%-12.70%0.00%
FS KKR CAPITAL CORP-32.56%-36.24%0.00%
GOLDMAN SACHS BDC INC-10.31%-19.43%0.00%
PENNANTPARK FLOATING RATE CA-18.85%-26.18%0.00%
CAPITAL SOUTHWEST CORP-25.15%-30.59%0.00%
NEWTEK BUSINESS SERVICES CORP-14.02%-18.10%0.00%
FIDUS INVESTMENT CORP-38.20%-36.10%0.00%
TCG BDC INC-34.92%-30.15%0.00%
OAKTREE SPECIALTY LENDING CORP-12.70%-15.30%0.00%
BARINGS BDC INC-15.30%-21.20%0.00%
BLACKROCK TCP CAPITAL CORP-28.13%-30.54%0.00%
APOLLO INVESTMENT CORP-31.64%-39.85%0.00%
BAIN CAPITAL SPECIALTY FINANCE-31.52%-39.07%0.00%
TRIPLEPOINT VENTURE GROWTH BDC CORP-19.46%-22.33%0.00%
OWL ROCK CAPITAL CORP0.00%-26.80%0.00%
SIXTH STREET SPECIALTY LENDING-6.28%-17.66%0.00%
Worst 5 Components1-YearYear-to-Date1-Day
ARES CAPITAL CORP-11.67%-18.08%0.00%
BLACKROCK CAPITAL INVESTMENT CORP-48.88%-40.61%0.00%
GLADSTONE CAPITAL CORP-16.66%-24.65%0.00%
GLADSTONE INVESTMENT CORP-2.72%-20.30%0.00%
GOLUB CAPITAL BDC INC-26.11%-32.01%0.00%
HERCULES CAPITAL INC-9.38%-20.96%0.00%
MAIN STREET CAPITAL CORP-20.06%-25.85%0.00%
NEW MOUNTAIN FINANCE CORP-25.66%-27.56%0.00%
PENNANTPARK INVESTMENT CORP-39.11%-43.89%0.00%
PROSPECT CAPITAL CORP-12.67%-15.93%0.00%
SOLAR CAPITAL LTD-8.82%-12.70%0.00%
FS KKR CAPITAL CORP-32.56%-36.24%0.00%
GOLDMAN SACHS BDC INC-10.31%-19.43%0.00%
PENNANTPARK FLOATING RATE CA-18.85%-26.18%0.00%
CAPITAL SOUTHWEST CORP-25.15%-30.59%0.00%
NEWTEK BUSINESS SERVICES CORP-14.02%-18.10%0.00%
FIDUS INVESTMENT CORP-38.20%-36.10%0.00%
TCG BDC INC-34.92%-30.15%0.00%
OAKTREE SPECIALTY LENDING CORP-12.70%-15.30%0.00%
BARINGS BDC INC-15.30%-21.20%0.00%
BLACKROCK TCP CAPITAL CORP-28.13%-30.54%0.00%
APOLLO INVESTMENT CORP-31.64%-39.85%0.00%
BAIN CAPITAL SPECIALTY FINANCE-31.52%-39.07%0.00%
TRIPLEPOINT VENTURE GROWTH BDC CORP-19.46%-22.33%0.00%
OWL ROCK CAPITAL CORP0.00%-26.80%0.00%
SIXTH STREET SPECIALTY LENDING-6.28%-17.66%0.00%
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