Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

BBDC Relative to the S&P 500

BBDC Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Barings BDC, Inc. (NYSE:BBDC) seasonal charts above shows that a Buy Date of May 6 and a Sell Date of September 3 has resulted in a geometric average return of 5.47% above the benchmark rate of the S&P 500 Total Return Index over the past 18 years. This seasonal timeframe has shown positive results compared to the benchmark in 15 of those periods. This is a very good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 18 years by an average of 6.57% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Barings BDC, Inc., is an externally managed, closed-end management investment company that has been elected to be regulated as a business development company. It acts as co-investor and takes a minority interest. The company is headquartered in Charlotte, NC.

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Stocks mentioned in this post: BBDC