KBDC (Kayne Anderson BDC) 1-Year Sharpe Ratio: -0.58 (As of Jul. 11, 2026)


KBDC Kayne Anderson BDC Inc KBDC
11 GF Score
Price $13.74
! 5 Warning Signs
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What is Kayne Anderson BDC 1-Year Sharpe Ratio?

Kayne Anderson BDC KBDC +1.33% 11 1-Year Sharpe Ratio is -0.58 as of Jul. 11, 2026. GuruFocus rates KBDC with a GF Score™ of 11/100. The stock has 5 warning signs investors should review.

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 (2026-07-11), Kayne Anderson BDC's 1-Year Sharpe Ratio is -0.58.

Kayne Anderson BDC  (NYSE:KBDC) 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.

Kayne Anderson BDC 1-Year Sharpe Ratio Related Terms

KBDC vs BUR, TYG, PDX: 1-Year Sharpe Ratio Comparison

For the Asset Management subindustry, Kayne Anderson 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.

Kayne Anderson BDC 1-Year Sharpe Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Kayne Anderson BDC's 1-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where Kayne Anderson BDC's 1-Year Sharpe Ratio falls into.


KBDC
11GF Score
Kayne Anderson BDC Inc KBDC
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Kayne Anderson BDC 1-Year Sharpe Ratio Calculation

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.

Frequently Asked Questions Learn more about 1-Year Sharpe Ratio →
What does a 1-Year Sharpe Ratio of -0.58 mean?
Kayne Anderson BDC (KBDC) has a 1-Year Sharpe Ratio of -0.58 as of Jul. 11, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Kayne Anderson BDC and its competitors.
Is Kayne Anderson BDC's 1-Year Sharpe Ratio too high?
Kayne Anderson BDC's current 1-Year Sharpe Ratio is -0.58. Overall, Kayne Anderson BDC has a GF Score™ of 11/100, reflecting its overall financial health beyond just this single metric.
How does Kayne Anderson BDC's 1-Year Sharpe Ratio compare to BUR and TYG?
Kayne Anderson BDC's 1-Year Sharpe Ratio of -0.58 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 Kayne Anderson BDC and its competitors. Kayne Anderson BDC's current 1-Year Sharpe Ratio is -0.58. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Kayne Anderson BDC stock overvalued right now?
Kayne Anderson BDC (KBDC) has a current 1-Year Sharpe Ratio of -0.58. The current 1-Year Sharpe Ratio is -0.58. Kayne Anderson BDC's overall GF Score™ is 11/100 with 5 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 Kayne Anderson BDC (KBDC), the current 1-Year Sharpe Ratio is -0.58 as of Jul. 11, 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.

Kayne Anderson BDC Business Description

Address 717 Texas Avenue, Suite 2200, Houston, TX, USA, 77002
Kayne Anderson BDC Inc is an externally managed, closed-end, non-diversified management investment company that has elected to be regulated as a business development company, investing mainly in first-lien senior secured loans, with a secondary focus on unitranche and split-lien loans to middle-market companies. Its investment objective is to generate current income and, to a lesser extent, capital appreciation mainly through debt investments in middle-market companies.
11GF 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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