The Motley Fool

MAY 2, 2024

According to the report's findings, dividend-paying companies delivered an average annual return of 9.17% over a half-century (1973-2023), while being 6% less volatile than the benchmark S&P 500. PennantPark has been paying a monthly dividend since July 2011, which is mere months after it debuted as a public company.

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Debt Exchange-Traded Funds Public Companies Capital 243

The Motley Fool

AUGUST 28, 2024

In particular, one table compared the average annual return of income stocks to non-payers over the last 50 years (1973-2023), while also taking into account the average volatility of each group. Meanwhile, non-payers were 18% more volatile than the benchmark index and produced a subdued annualized return of just 4.27% over 50 years.

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Investing Debt Exchange-Traded Funds Assets 244

The Motley Fool

DECEMBER 13, 2024

That hasn't made this business development company ( BDC ) a hit lately, though; its stock has fallen since Nov. PennantPark, one of several related financial services entities that includes Pennant Park Investment Corporation , is a BDC. 25 while the S&P 500 index inched into positive territory.

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Pension Pulse

SEPTEMBER 28, 2023

To meet the alternative credit needs of this segment, Centerbridge intends to launch Overland Advisors to manage a newly formed business development company that will be primarily focused on making senior secured loans. households and more than 10% of small businesses in the U.S., For more information, visit BCI.ca

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Shareholders Financing Finance Banks 52

The Motley Fool

OCTOBER 22, 2024

With thousands of publicly traded companies and exchange-traded funds (ETFs) to choose from, there is no one-size-fits-all strategy that you'll have to stick to. But among these seemingly countless ways to grow your wealth on Wall Street, few can hold a candle to the long-term returns delivered by dividend stocks.

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Debt Initial Public Offering Exchange-Traded Funds Capital 246

The Motley Fool

MARCH 24, 2025

What they found was a night-and-day difference in performance, with companies paying a dividend more than doubling up the return on non-payers on an annualized basis : 9.17% vs. 4.27%. The more transparent and telegraphed the Fed is, the greater the opportunity for AGNC to adjust its asset portfolio to maximize returns.

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Investing Debt Banks Capital 261

The Motley Fool

JANUARY 13, 2025

According Hartford Funds, dividend stocks averaged an annual return of 9.17% over a half-century and were 6% less volatile than the benchmark S&P 500. Meanwhile, the non-payers generated a modest 4.27% average annual return and were 18% more volatile than the S&P 500. middle-market companies"). With approximately $1.75

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Debt Investing Exchange-Traded Funds Assets 245

The Motley Fool

DECEMBER 30, 2024

The report showed that dividend stocks more than doubled the average annual return of non-payers (9.17% versus 4.27%) and did so while being less volatile than the broad-based S&P 500. The biggest advantage of being a debt-driven BDC can be seen in the company's yield. Image source: Getty Images. billion of PennantPark's $1.98

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Investing Debt Exchange-Traded Funds Capital 246

The Motley Fool

MARCH 5, 2025

While gold, real estate, and bonds, have all nominally increased investors' principal over time, stocks offer the highest average annual return of all asset classes spanning the last century. A BDC invests in the equity (common/preferred stock) and/or debt of middle-market companies -- i.e., generally unproven small and microcap businesses.

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The Motley Fool

JANUARY 6, 2025

Sign Up For Free Financially speaking Financial services could be one of the top-performing sectors in 2025. Stock Business Summary Forward Dividend Yield 1. Ares Capital (NASDAQ: ARCC) One of the largest business development companies (BDCs) 8.65% 2.

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The Motley Fool

DECEMBER 30, 2024

I also like that the stock has trounced the S&P 500 index over the long term based on total returns. Ares Capital ranks as the largest publicly traded business development company (BDC). The company has an exceptional history of durable cash flow during both good and bad conditions for the energy sector.

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Mergers and Acquisitions Capital Business Development Companies Financial Services 130

The Motley Fool

JANUARY 3, 2025

31, the Dow Jones Industrial Average , S&P 500 , and Nasdaq Composite had delivered respective returns of 13%, 23%, and 29% in 2024. With thousands of publicly traded companies and exchange-traded funds (ETFs) to choose from, there are probably multiple securities that can help you meet your investment goals. As of Sept.

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