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-3.70%1.28%-0.32%
1-Year Performance-4.04%5.21%2.20%
3-Year Performance2.07%37.92%25.50%
5-Year Performance-5.67%54.10%32.16%
Since Inception (29 Jun 2007)-47.36%121.56%42.34%

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 / 448.18 2,334.06 / 1,869.72 1,512.96 / 1,204.72
Quarter High/Low526.36 / 475.33 2,215.55 / 1,996.30 1,423.41 / 1,283.64
Month High/Low526.36 / 475.33 2,215.55 / 1,996.30 1,423.41 / 1,283.64

Index Correlation and Volatility

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

Index Correlation
MSCI ACWI Financials0.6429
Index Volatility
1-month Volatility13.10
1-year Volatility17.93

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 CORP11.11%1.75%0.93%
GLADSTONE INVESTMENT CORP14.06%-3.05%3.01%
GOLUB CAPITAL BDC INC-2.42%-3.36%1.06%
HERCULES CAPITAL INC3.39%4.28%1.81%
MAIN STREET CAPITAL CORP9.18%1.89%1.53%
NEW MOUNTAIN FINANCE CORP9.09%2.98%0.00%
PENNANTPARK INVESTMENT CORP6.08%-0.50%2.32%
PROSPECT CAPITAL CORP7.84%2.04%0.99%
SLR INVESTMENT CORP-10.59%-10.06%1.69%
FS KKR CAPITAL CORP11.01%14.13%0.31%
GOLDMAN SACHS BDC INC2.71%-1.07%1.18%
PENNANTPARK FLOATING RATE CA2.02%1.76%0.08%
CAPITAL SOUTHWEST CORP-12.18%-12.68%1.26%
NEWTEK BUSINESS SERVICES CORP-8.18%-15.69%1.67%
FIDUS INVESTMENT CORP26.03%19.15%1.85%
CARLYLE SECURED LENDING INC14.67%12.76%1.11%
OAKTREE SPECIALTY LENDING CORP9.44%1.50%0.98%
BARINGS BDC INC2.70%-1.33%1.07%
BLACKROCK TCP CAPITAL CORP8.59%9.75%0.43%
APOLLO INVESTMENT CORP11.70%13.36%0.59%
BAIN CAPITAL SPECIALTY FINANCE5.31%2.66%0.81%
TRIPLEPOINT VENTURE GROWTH BDC CORP-4.69%-19.56%0.44%
OWL ROCK CAPITAL CORP2.36%1.19%-0.29%
SIXTH STREET SPECIALTY LENDING-8.01%-12.38%1.29%
BLACKSTONE SECURED LENDING FUND0.00%-20.83%-0.16%
Worst 5 Components1-YearYear-to-Date1-Day
ARES CAPITAL CORP11.11%1.75%0.93%
GLADSTONE INVESTMENT CORP14.06%-3.05%3.01%
GOLUB CAPITAL BDC INC-2.42%-3.36%1.06%
HERCULES CAPITAL INC3.39%4.28%1.81%
MAIN STREET CAPITAL CORP9.18%1.89%1.53%
NEW MOUNTAIN FINANCE CORP9.09%2.98%0.00%
PENNANTPARK INVESTMENT CORP6.08%-0.50%2.32%
PROSPECT CAPITAL CORP7.84%2.04%0.99%
SLR INVESTMENT CORP-10.59%-10.06%1.69%
FS KKR CAPITAL CORP11.01%14.13%0.31%
GOLDMAN SACHS BDC INC2.71%-1.07%1.18%
PENNANTPARK FLOATING RATE CA2.02%1.76%0.08%
CAPITAL SOUTHWEST CORP-12.18%-12.68%1.26%
NEWTEK BUSINESS SERVICES CORP-8.18%-15.69%1.67%
FIDUS INVESTMENT CORP26.03%19.15%1.85%
CARLYLE SECURED LENDING INC14.67%12.76%1.11%
OAKTREE SPECIALTY LENDING CORP9.44%1.50%0.98%
BARINGS BDC INC2.70%-1.33%1.07%
BLACKROCK TCP CAPITAL CORP8.59%9.75%0.43%
APOLLO INVESTMENT CORP11.70%13.36%0.59%
BAIN CAPITAL SPECIALTY FINANCE5.31%2.66%0.81%
TRIPLEPOINT VENTURE GROWTH BDC CORP-4.69%-19.56%0.44%
OWL ROCK CAPITAL CORP2.36%1.19%-0.29%
SIXTH STREET SPECIALTY LENDING-8.01%-12.38%1.29%
BLACKSTONE SECURED LENDING FUND0.00%-20.83%-0.16%
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