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The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-08-13), Barings BDC's 1-Year Sharpe Ratio is -0.64.
Barings BDC (NYSE:BBDC) 1-Year Sharpe Ratio Explanation
The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.
The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.
Barings BDC 1-Year Sharpe Ratio Related Terms
BBDC vs PHK, AWF, PCN: 1-Year Sharpe Ratio Comparison
For the Asset Management subindustry, Barings BDC's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-Year Sharpe Ratio data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Barings BDC 1-Year Sharpe Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Barings BDC's 1-Year Sharpe Ratio distribution charts can be found below:
* The bar in red indicates where Barings BDC's 1-Year Sharpe Ratio falls into.
The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.
Barings BDC (BBDC) has a 1-Year Sharpe Ratio of -0.64 as of Aug. 13, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Barings BDC and its competitors.
Is Barings BDC's 1-Year Sharpe Ratio too high?
Barings BDC's current 1-Year Sharpe Ratio is -0.64. Overall, Barings BDC has a GF Score™ of 63/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Barings BDC's 1-Year Sharpe Ratio compare to PHK and AWF?
Barings BDC's 1-Year Sharpe Ratio of -0.64 can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year Sharpe Ratio for an Asset Management company?
A good 1-Year Sharpe Ratio depends on the Asset Management industry context. However, 1-Year Sharpe Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 1-Year Sharpe Ratio mean?
A high 1-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Barings BDC and its competitors. Barings BDC's current 1-Year Sharpe Ratio is -0.64. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Barings BDC stock overvalued right now?
Based on GuruFocus' analysis, Barings BDC (BBDC) is currently considered Modestly Overvalued. The stock's GF Value™ is $8.20, compared to a current price of $9.43 — trading 15% above its estimated fair value. The current 1-Year Sharpe Ratio is -0.64. Barings BDC's overall GF Score™ is 63/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year Sharpe Ratio calculated?
1-Year Sharpe Ratio is calculated from a company's financial statements. For Barings BDC (BBDC), the current 1-Year Sharpe Ratio is -0.64 as of Aug. 13, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Barings BDC (BBDC) Overvalued in 2026?
Based on GuruFocus' analysis, Barings BDC stock appears to be overvalued.
The current stock price of $9.43 is trading 15% above its estimated GF Value™ of $8.20.
GuruFocus considers Barings BDC to be Modestly Overvalued.
Key valuation signals for BBDC:
1-Year Sharpe Ratio: -0.64
GF Value™: $8.20 vs. price of $9.43 (15% above fair value)
No single metric tells the full story. See the BBDC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Barings BDC Inc operates as a closed-end, non-diversified investment company and has elected to be treated as a business development company. The company's investment objective is to generate current income by investing directly in privately held middle-market companies to help these companies fund acquisitions, growth, or refinancing. It employs fundamental credit analysis and targets investments in businesses with low levels of cyclicality and operating risk relative to other businesses in this market segment. The holding size of each position will generally be dependent upon a number of factors including total facility size, pricing and structure, and the number of other lenders in the facility.
63GF Score
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1-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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