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Top 10 US Business Dev Companies (BDC) STOCK PERFORMERS YTD as per September 30th 2023

Original price was: CHF 199.00.Current price is: CHF 99.00.

Summary Top 10 US BDC YTD Stock Performers Sep 30, 2023

  • TOP 10 Stock Value Increase Top 10 Avg 25.76 %
  • Stock Value Increase INDEX 9.39 %
  • TOP 10 Weight off Index 27.12 %
  • TOP 10 Fwd. Annual Dividend Yield Avg 10.81 %
  • TOP 10 BDC Market Cap USD 14.3 bn (27.12% Index Value out of USD 52.7 bn)

Description

Top 10 US BDC STOCK Performers YTD Sep 30 2023: averaged at 25.76%

Index Stock Performers for this period, all 43 components: averaged at 9.39%

Despite the Ups and Downs we saw in almost every asset class during the last 12 month, BDC Dividend performance still holding up against all stock performance related volatility. Similar to what we see with US e- and mREITs.

BDCs stock performance in the first nine month of 2023 mirrors that of almost every other asset class in the real asset segment.

A business development company (BDC) is an organization that invests in small- and medium-sized companies as well as distressed companies. A BDC helps small- and medium-sized firms grow in the initial stages of their development. With distressed businesses, the BDC helps the companies regain sound financial footing.

BDCs provide financing for income-producing real estate companies while being state regulated similar to REIT companies (REIT ACT). Therefore BDCs are not only high performers stock wise but also are subject to high dividend yields, which is interesting for long term investments (Buy and Hold investment mentality).

bebc BDC Index is based on industry standards.

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