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.

PeriodPriceTotal Return GrossTotal Return Net
Year-to-Date Performance-2.08%0.01%-0.65%
1-Year Performance-18.71%-9.67%-12.62%
3-Year Performance64.23%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.

PeriodPriceTotal Return GrossTotal Return Net
All Time High/Low1,034.11 / 174.85 2,334.06 / 211.49 1,512.96 / 199.47
52-Weeks High/Low570.26 / 417.11 2,334.06 / 1,796.63 1,512.96 / 1,146.17
Quarter High/Low497.70 / 439.73 2,209.88 / 1,976.23 1,396.00 / 1,246.90
Month High/Low497.70 / 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 Financials0.7124
Index Volatility
1-month Volatility26.47
1-year Volatility23.27

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-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 CORP4.58%1.16%-1.99%
CARLYLE SECURED LENDING INC4.46%-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 Components1-YearYear-to-Date1-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 CORP4.58%1.16%-1.99%
CARLYLE SECURED LENDING INC4.46%-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%
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