Over the latest trailing 12-month period, total return cagr is +0.63%. The comparable SPY value is +16.94%. Year-to-date total return is -1.28%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in GBDC
$34,691
(3.5x return)
Invested on Apr 15, 2010
Growth of $10,000 in SPY (S&P 500)
$86,908
(8.7x return)
Invested on Apr 15, 2010
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
-1.3%
1-Year Total Return
-0.4%
Current Dividend Yield
11.15%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (10.4%) | +0.6% | +11.1% |
| 3 Years | (4.3%) | +7.1% | +11.4% |
| 5 Years | (5.0%) | +5.5% | +10.5% |
| 10 Years | (4.0%) | +5.3% | +9.2% |
| 15 Years | (1.2%) | +7.7% | +8.9% |
| 20 Years |
| N/A |
| N/A |
| N/A |