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How did the median total return for the 19 nontraded BDCs in the Q2 2017 Blue Vault BDC Industry Review compare to the S&P/LSTA Leveraged Loan Index total return for the first half of 2017?

September 12, 2017

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How did the median total return for the 19 nontraded BDCs in the Q2 2017 Blue Vault BDC Industry Review compare to the S&P/LSTA Leveraged Loan Index total return for the first half of 2017?

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Answer: The median total return for the 19 nontraded BDCs was 4.22% for the first half of 2017 compared to 1.43% total return for the S&P/LSTA Leveraged Loan Index.

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Ramón A. Rivera-Ramos
Blue Vault Nontraded REIT and Nontraded BDC Reviews
September 1, 2016

Blue Vault helps me to stay well informed on the financial status of both open and closed nontraded REITs and BDCs, so that I can help my clients better understand the product, before they make the decision to invest and after.