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 235.06 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 Performance18.76%28.34%25.30%
1-Year Performance9.46%20.19%16.76%
3-Year Performance-6.96%22.99%12.80%
5-Year Performance-7.84%46.28%26.90%
Since Inception (29 Jun 2007)-46.11%72.47%20.75%

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 1,724.71 / 211.49 1,207.54 / 199.47
52-Weeks High/Low538.94 / 442.73 1,724.71 / 1,307.03 1,207.54 / 938.28
Quarter High/Low538.94 / 508.58 1,724.71 / 1,617.22 1,207.54 / 1,134.72
Month High/Low538.94 / 523.97 1,724.71 / 1,670.57 1,207.54 / 1,171.19

Index Correlation and Volatility

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

Index Correlation
MSCI ACWI Financials0.6106
DJ US Asset Managers TSM0.4542
DJ US Financials TSM0.4999
Index Volatility
22-day Volatility5.65
250-day Volatility11.42

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 CORP26.43%30.53%0.64%
BLACKROCK CAPITAL INVESTMENT CORP0.98%5.63%-0.19%
GLADSTONE CAPITAL CORP34.23%54.18%0.19%
GLADSTONE INVESTMENT CORP62.32%70.12%-0.34%
GOLUB CAPITAL BDC INC5.59%17.75%-1.86%
HERCULES CAPITAL INC34.73%42.17%-0.49%
MAIN STREET CAPITAL CORP24.62%36.09%0.12%
NEW MOUNTAIN FINANCE CORP15.13%17.52%-0.65%
PENNANTPARK INVESTMENT CORP-0.54%10.89%1.72%
PROSPECT CAPITAL CORP10.84%14.66%0.46%
SOLAR CAPITAL LTD6.62%14.49%0.05%
FS KKR CAPITAL CORP18.90%32.90%0.00%
GOLDMAN SACHS BDC INC20.91%27.66%0.83%
PENNANTPARK FLOATING RATE CA9.64%16.45%-0.32%
TPG SPECIALTY LENDING INC20.87%28.97%0.00%
NEWTEK BUSINESS SERVICES CORP29.71%43.70%-0.93%
FIDUS INVESTMENT CORP22.04%44.59%-0.39%
TCG BDC INC7.61%18.11%-1.53%
OAKTREE SPECIALTY LENDING CORP26.06%30.92%-0.38%
OXFORD SQUARE CAPITAL CORP-2.69%-3.21%0.91%
BARINGS BDC INC11.46%20.85%0.39%
BLACKROCK TCP CAPITAL CORP10.26%18.51%-0.21%
APOLLO INVESTMENT CORP31.47%50.49%-0.06%
BAIN CAPITAL SPECIALTY FINANCE21.59%27.13%0.40%
TRIPLEPOINT VENTURE GROWTH BDC CORP28.75%44.13%-0.07%
Worst 5 Components1-YearYear-to-Date1-Day
ARES CAPITAL CORP26.43%30.53%0.64%
BLACKROCK CAPITAL INVESTMENT CORP0.98%5.63%-0.19%
GLADSTONE CAPITAL CORP34.23%54.18%0.19%
GLADSTONE INVESTMENT CORP62.32%70.12%-0.34%
GOLUB CAPITAL BDC INC5.59%17.75%-1.86%
HERCULES CAPITAL INC34.73%42.17%-0.49%
MAIN STREET CAPITAL CORP24.62%36.09%0.12%
NEW MOUNTAIN FINANCE CORP15.13%17.52%-0.65%
PENNANTPARK INVESTMENT CORP-0.54%10.89%1.72%
PROSPECT CAPITAL CORP10.84%14.66%0.46%
SOLAR CAPITAL LTD6.62%14.49%0.05%
FS KKR CAPITAL CORP18.90%32.90%0.00%
GOLDMAN SACHS BDC INC20.91%27.66%0.83%
PENNANTPARK FLOATING RATE CA9.64%16.45%-0.32%
TPG SPECIALTY LENDING INC20.87%28.97%0.00%
NEWTEK BUSINESS SERVICES CORP29.71%43.70%-0.93%
FIDUS INVESTMENT CORP22.04%44.59%-0.39%
TCG BDC INC7.61%18.11%-1.53%
OAKTREE SPECIALTY LENDING CORP26.06%30.92%-0.38%
OXFORD SQUARE CAPITAL CORP-2.69%-3.21%0.91%
BARINGS BDC INC11.46%20.85%0.39%
BLACKROCK TCP CAPITAL CORP10.26%18.51%-0.21%
APOLLO INVESTMENT CORP31.47%50.49%-0.06%
BAIN CAPITAL SPECIALTY FINANCE21.59%27.13%0.40%
TRIPLEPOINT VENTURE GROWTH BDC CORP28.75%44.13%-0.07%
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