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BDCX vs. AMND
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BDCX and AMND is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

BDCX vs. AMND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN (BDCX) and ETRACS Alerian Midstream Energy High Dividend Index ETN due July 19, 2050 (AMND). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


BDCX

YTD

-3.29%

1M

10.05%

6M

1.10%

1Y

-0.04%

3Y*

12.99%

5Y*

N/A

10Y*

N/A

AMND

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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BDCX vs. AMND - Expense Ratio Comparison

BDCX has a 0.95% expense ratio, which is higher than AMND's 0.75% expense ratio.


Risk-Adjusted Performance

BDCX vs. AMND — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BDCX
The Risk-Adjusted Performance Rank of BDCX is 1616
Overall Rank
The Sharpe Ratio Rank of BDCX is 1515
Sharpe Ratio Rank
The Sortino Ratio Rank of BDCX is 1717
Sortino Ratio Rank
The Omega Ratio Rank of BDCX is 1818
Omega Ratio Rank
The Calmar Ratio Rank of BDCX is 1515
Calmar Ratio Rank
The Martin Ratio Rank of BDCX is 1515
Martin Ratio Rank

AMND
The Risk-Adjusted Performance Rank of AMND is 9696
Overall Rank
The Sharpe Ratio Rank of AMND is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of AMND is 9494
Sortino Ratio Rank
The Omega Ratio Rank of AMND is 9696
Omega Ratio Rank
The Calmar Ratio Rank of AMND is 9696
Calmar Ratio Rank
The Martin Ratio Rank of AMND is 9797
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BDCX vs. AMND - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN (BDCX) and ETRACS Alerian Midstream Energy High Dividend Index ETN due July 19, 2050 (AMND). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.



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Dividends

BDCX vs. AMND - Dividend Comparison

BDCX's dividend yield for the trailing twelve months is around 17.25%, while AMND has not paid dividends to shareholders.


TTM20242023202220212020
BDCX
ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN
17.25%15.28%14.71%17.47%11.52%6.32%
AMND
ETRACS Alerian Midstream Energy High Dividend Index ETN due July 19, 2050
2.64%5.14%6.56%6.37%7.10%2.49%

Drawdowns

BDCX vs. AMND - Drawdown Comparison


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Volatility

BDCX vs. AMND - Volatility Comparison


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