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 incorporated in the United States. This is a modified market cap-weighted index, and only includes companies that qualify as a Business Development Company, 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 indexes is displayed in real-time.
| Period | Price | Total Return Gross | Total Return Net |
| Year-to-Date Performance | -2.08% | 0.01% | -0.65% |
| 1-Year Performance | -18.71% | -9.67% | -12.62% |
| 3-Year Performance | 64.23% | 122.06% | 101.95% |
| 5-Year Performance | -11.60% | 45.60% | 24.49% |
| Since Inception (29 Jun 2007) | -55.80% | 100.04% | 25.63% |
Index Records
Index highs and lows of price, total return net and total return gross indices are displayed in realtime.
| Period | Price | Total Return Gross | Total Return Net |
| All Time High/Low | 1,034.11 / 174.85 | 2,334.06 / 211.49 | 1,512.96 / 199.47 |
| 52-Weeks High/Low | 570.26 / 417.11 | 2,334.06 / 1,796.63 | 1,512.96 / 1,146.17 |
| Quarter High/Low | 497.70 / 439.73 | 2,209.88 / 1,976.23 | 1,396.00 / 1,246.90 |
| Month High/Low | 497.70 / 439.73 | 2,209.88 / 1,976.23 | 1,396.00 / 1,246.90 |
Index Correlation and Volatility
Index correlation to selected index peers and index volatility are updated daily.
| Index Correlation | |
| MSCI ACWI Financials | 0.7124 |
| Index Volatility | |
| 1-month Volatility | 26.47 |
| 1-year Volatility | 23.27 |
Component Performance
Displayed are the best and worst index components over a selected period of time. Data is updated daily.
| Best 5 Components | 1-Year | Year-to-Date | 1-Day |
| ARES CAPITAL CORP | -5.35% | -3.09% | -2.02% |
| GLADSTONE INVESTMENT CORP | -13.77% | 2.61% | -1.92% |
| GOLUB CAPITAL BDC INC | -10.03% | -3.65% | -2.37% |
| HERCULES CAPITAL INC | -22.67% | -7.20% | -1.24% |
| MAIN STREET CAPITAL CORP | -0.68% | 5.94% | -1.05% |
| NEW MOUNTAIN FINANCE CORP | -4.80% | -2.51% | -0.17% |
| PROSPECT CAPITAL CORP | -9.09% | -2.32% | -1.18% |
| SLR INVESTMENT CORP | -10.47% | 5.40% | -2.51% |
| FS KKR CAPITAL CORP | -8.46% | 3.70% | -1.36% |
| GOLDMAN SACHS BDC INC | -22.70% | -1.24% | -2.02% |
| PENNANTPARK FLOATING RATE CA | -15.28% | -6.37% | -2.05% |
| CAPITAL SOUTHWEST CORP | -18.26% | 2.80% | -1.28% |
| FIDUS INVESTMENT CORP | 4.58% | 1.16% | -1.99% |
| CARLYLE SECURED LENDING INC | 4.46% | -5.52% | -2.87% |
| BARINGS BDC INC | -18.51% | -5.56% | -2.86% |
| BLACKROCK TCP CAPITAL CORP | -20.73% | -21.31% | -2.18% |
| MIDCAP FINANCIAL INVESTMENT CORP | -6.58% | -1.73% | -2.52% |
| BAIN CAPITAL SPECIALTY FINANCE | -16.87% | 0.92% | -1.15% |
| TRIPLEPOINT VENTURE GROWTH BDC CORP | -26.39% | 10.99% | -1.41% |
| OWL ROCK CAPITAL CORP | -6.73% | 5.51% | -2.49% |
| SIXTH STREET SPECIALTY LENDING | -16.01% | -0.94% | -1.16% |
| BLACKSTONE SECURED LENDING FUND | -2.51% | 12.17% | 0.28% |
| CION INVESTMENT CORP | -24.66% | -2.15% | -5.54% |
| OAKTREE SPECIALTY LENDING CORP | -7.98% | -10.78% | -1.98% |
| TRINITY CAPITAL INC | -11.74% | 19.12% | -1.21% |
| Worst 5 Components | 1-Year | Year-to-Date | 1-Day |
| ARES CAPITAL CORP | -5.35% | -3.09% | -2.02% |
| GLADSTONE INVESTMENT CORP | -13.77% | 2.61% | -1.92% |
| GOLUB CAPITAL BDC INC | -10.03% | -3.65% | -2.37% |
| HERCULES CAPITAL INC | -22.67% | -7.20% | -1.24% |
| MAIN STREET CAPITAL CORP | -0.68% | 5.94% | -1.05% |
| NEW MOUNTAIN FINANCE CORP | -4.80% | -2.51% | -0.17% |
| PROSPECT CAPITAL CORP | -9.09% | -2.32% | -1.18% |
| SLR INVESTMENT CORP | -10.47% | 5.40% | -2.51% |
| FS KKR CAPITAL CORP | -8.46% | 3.70% | -1.36% |
| GOLDMAN SACHS BDC INC | -22.70% | -1.24% | -2.02% |
| PENNANTPARK FLOATING RATE CA | -15.28% | -6.37% | -2.05% |
| CAPITAL SOUTHWEST CORP | -18.26% | 2.80% | -1.28% |
| FIDUS INVESTMENT CORP | 4.58% | 1.16% | -1.99% |
| CARLYLE SECURED LENDING INC | 4.46% | -5.52% | -2.87% |
| BARINGS BDC INC | -18.51% | -5.56% | -2.86% |
| BLACKROCK TCP CAPITAL CORP | -20.73% | -21.31% | -2.18% |
| MIDCAP FINANCIAL INVESTMENT CORP | -6.58% | -1.73% | -2.52% |
| BAIN CAPITAL SPECIALTY FINANCE | -16.87% | 0.92% | -1.15% |
| TRIPLEPOINT VENTURE GROWTH BDC CORP | -26.39% | 10.99% | -1.41% |
| OWL ROCK CAPITAL CORP | -6.73% | 5.51% | -2.49% |
| SIXTH STREET SPECIALTY LENDING | -16.01% | -0.94% | -1.16% |
| BLACKSTONE SECURED LENDING FUND | -2.51% | 12.17% | 0.28% |
| CION INVESTMENT CORP | -24.66% | -2.15% | -5.54% |
| OAKTREE SPECIALTY LENDING CORP | -7.98% | -10.78% | -1.98% |
| TRINITY CAPITAL INC | -11.74% | 19.12% | -1.21% |
