ETRACS 2x Leveraged U.S. Dividend Factor TR ETN (SCDL)
SCDL is a passive ETF by UBS tracking the investment results of the Dow Jones U.S. Dividend 100 (200%). SCDL launched on Feb 4, 2021 and has a 0.95% expense ratio.
ETF Info
| Issuer | UBS |
|---|---|
| Inception Date | Feb 4, 2021 |
| Region | North America (U.S.) |
| Category | Leveraged Equities, Leveraged, Dividend |
| Leveraged | 2x |
| Index Tracked | Dow Jones U.S. Dividend 100 (200%) |
| Asset Class | Equity |
Expense Ratio
SCDL has a high expense ratio of 0.95%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: SCDL vs. SCHD
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in ETRACS 2x Leveraged U.S. Dividend Factor TR ETN, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
ETRACS 2x Leveraged U.S. Dividend Factor TR ETN had a return of 21.77% year-to-date (YTD) and 53.29% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 21.77% | 21.88% |
| 1 month | -0.76% | 0.89% |
| 6 months | 20.41% | 15.85% |
| 1 year | 53.29% | 38.63% |
| 5 years (annualized) | N/A | 13.69% |
| 10 years (annualized) | N/A | 11.18% |
Monthly Returns
The table below presents the monthly returns of SCDL, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.07% | 3.14% | 8.69% | -9.48% | 3.23% | -0.42% | 12.05% | 3.80% | 1.21% | 21.77% | |||
| 2023 | 2.93% | -6.68% | -3.18% | -2.26% | -8.89% | 11.04% | 7.49% | -3.42% | -9.03% | -8.38% | 12.59% | 11.81% | 0.18% |
| 2022 | -5.93% | -4.28% | 6.68% | -9.08% | 8.22% | -16.50% | 7.39% | -5.42% | -15.32% | 22.19% | 12.09% | -6.48% | -13.06% |
| 2021 | 3.97% | 16.76% | 3.67% | 6.46% | -2.01% | 0.93% | 4.09% | -7.20% | 8.67% | -4.27% | 14.52% | 52.47% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCDL is 62, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for ETRACS 2x Leveraged U.S. Dividend Factor TR ETN (SCDL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
0Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the ETRACS 2x Leveraged U.S. Dividend Factor TR ETN. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the ETRACS 2x Leveraged U.S. Dividend Factor TR ETN was 34.87%, occurring on Oct 27, 2023. Recovery took 206 trading sessions.
The current ETRACS 2x Leveraged U.S. Dividend Factor TR ETN drawdown is 4.59%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.87% | Jan 13, 2022 | 450 | Oct 27, 2023 | 206 | Aug 23, 2024 | 656 |
| -9.55% | Aug 17, 2021 | 25 | Sep 21, 2021 | 21 | Oct 20, 2021 | 46 |
| -8.97% | Jun 7, 2021 | 10 | Jun 18, 2021 | 37 | Aug 11, 2021 | 47 |
| -8.53% | Nov 17, 2021 | 10 | Dec 1, 2021 | 10 | Dec 15, 2021 | 20 |
| -5.84% | Sep 3, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
Volatility
Volatility Chart
The current ETRACS 2x Leveraged U.S. Dividend Factor TR ETN volatility is 5.48%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.