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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.


-0.50.00.51.0
Correlation: 0.5

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.

100.00%120.00%140.00%160.00%180.00%200.00%NovemberDecember2025FebruaryMarchApril
136.80%
188.29%
BDCX
AMND

Key characteristics

Returns By Period


BDCX

YTD

-9.06%

1M

-11.67%

6M

-6.58%

1Y

-3.96%

5Y*

N/A

10Y*

N/A

AMND

YTD

N/A

1M

N/A

6M

N/A

1Y

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.


Expense ratio chart for BDCX: current value is 0.95%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BDCX: 0.95%
Expense ratio chart for AMND: current value is 0.75%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
AMND: 0.75%

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 1717
Overall Rank
The Sharpe Ratio Rank of BDCX is 1717
Sharpe Ratio Rank
The Sortino Ratio Rank of BDCX is 1919
Sortino Ratio Rank
The Omega Ratio Rank of BDCX is 1919
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.


The chart of Sharpe ratio for BDCX, currently valued at -0.10, compared to the broader market-1.000.001.002.003.004.00
BDCX: -0.10
AMND: 2.05
The chart of Sortino ratio for BDCX, currently valued at 0.05, compared to the broader market-2.000.002.004.006.008.00
BDCX: 0.05
AMND: 2.78
The chart of Omega ratio for BDCX, currently valued at 1.01, compared to the broader market0.501.001.502.00
BDCX: 1.01
AMND: 1.57
The chart of Calmar ratio for BDCX, currently valued at -0.10, compared to the broader market0.002.004.006.008.0010.0012.00
BDCX: -0.10
AMND: 3.57
The chart of Martin ratio for BDCX, currently valued at -0.41, compared to the broader market0.0020.0040.0060.00
BDCX: -0.41
AMND: 9.14


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
-0.10
2.05
BDCX
AMND

Dividends

BDCX vs. AMND - Dividend Comparison

BDCX's dividend yield for the trailing twelve months is around 18.34%, while AMND has not paid dividends to shareholders.


TTM20242023202220212020
BDCX
ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN
18.34%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


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-17.49%
-4.78%
BDCX
AMND

Volatility

BDCX vs. AMND - Volatility Comparison

ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN (BDCX) has a higher volatility of 21.11% compared to ETRACS Alerian Midstream Energy High Dividend Index ETN due July 19, 2050 (AMND) at 0.00%. This indicates that BDCX's price experiences larger fluctuations and is considered to be riskier than AMND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
21.11%
0
BDCX
AMND