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ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN (BDCX)

ETF · Currency in USD · Last updated Jun 28, 2022

BDCX is a passive ETF by UBS tracking the investment results of the MVIS US Business Development Companies (150%). BDCX launched on Jun 2, 2020 and has a 0.95% expense ratio.

ETF Info

IssuerUBS
Inception DateJun 2, 2020
CategoryLeveraged Equities, Leveraged
Leveraged1.5x
Expense Ratio0.95%
Index TrackedMVIS US Business Development Companies (150%)
Asset ClassEquity

Trading Data

Previous Close$31.77
Year Range$29.18 - $41.20
EMA (50)$34.38
EMA (200)$36.16
Average Volume$1.68K

BDCXShare Price Chart


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BDCXPerformance

The chart shows the growth of $10,000 invested in ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN on Jun 4, 2020 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $12,750 for a total return of roughly 27.50%. All prices are adjusted for splits and dividends.


BDCX (ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN)
Benchmark (^GSPC)

BDCXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-10.77%-6.21%
YTD-15.64%-18.17%
6M-14.32%-17.47%
1Y-9.27%-8.89%
5Y12.49%11.37%
10Y12.49%11.37%

BDCXMonthly Returns Heatmap


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BDCXSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN Sharpe ratio is -0.36. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


BDCX (ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN)
Benchmark (^GSPC)

BDCXDividend History

ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN granted a 15.63% dividend yield in the last twelve months. The annual payout for that period amounted to $4.96 per share.


PeriodTTM20212020
Dividend$4.96$4.62$1.88

Dividend yield

15.63%12.26%7.63%

BDCXDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


BDCX (ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN)
Benchmark (^GSPC)

BDCXWorst Drawdowns

The table below shows the maximum drawdowns of the ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN is 36.55%, recorded on Jul 9, 2020. It took 146 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-36.55%Jun 9, 202022Jul 9, 2020146Feb 5, 2021168
-29.17%Apr 21, 202240Jun 16, 2022
-8.57%Apr 30, 20219May 12, 202111May 27, 202120
-8.54%Jan 13, 20227Jan 24, 202211Feb 8, 202218
-8.13%Nov 9, 202129Dec 20, 202110Jan 4, 202239
-6.9%Feb 9, 202223Mar 14, 202214Apr 1, 202237
-6.3%Jun 15, 202124Jul 19, 202156Oct 6, 202180
-4.72%Mar 16, 20217Mar 24, 20216Apr 1, 202113
-3.06%Mar 4, 20212Mar 5, 20213Mar 10, 20215
-2.84%Apr 4, 20227Apr 12, 20224Apr 19, 202211

BDCXVolatility Chart

Current ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN volatility is 49.00%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


BDCX (ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN)
Benchmark (^GSPC)

Portfolios with ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN


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