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

Correlation

The correlation between MLPR and BDCX is 0.55, 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: 0.6

Performance

MLPR vs. BDCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ETRACS Quarterly Pay 1.5x Leveraged Alerian MLP Index ETN (MLPR) and ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN (BDCX). The values are adjusted to include any dividend payments, if applicable.

150.00%200.00%250.00%300.00%350.00%NovemberDecember2025FebruaryMarchApril
321.65%
138.99%
MLPR
BDCX

Key characteristics

Sharpe Ratio

MLPR:

0.93

BDCX:

0.34

Sortino Ratio

MLPR:

1.39

BDCX:

0.58

Omega Ratio

MLPR:

1.17

BDCX:

1.08

Calmar Ratio

MLPR:

1.74

BDCX:

0.51

Martin Ratio

MLPR:

4.80

BDCX:

1.39

Ulcer Index

MLPR:

4.90%

BDCX:

4.94%

Daily Std Dev

MLPR:

25.30%

BDCX:

20.49%

Max Drawdown

MLPR:

-48.98%

BDCX:

-34.97%

Current Drawdown

MLPR:

-5.61%

BDCX:

-11.23%

Returns By Period

In the year-to-date period, MLPR achieves a 13.75% return, which is significantly higher than BDCX's -2.15% return.


MLPR

YTD

13.75%

1M

0.39%

6M

19.52%

1Y

22.12%

5Y*

N/A

10Y*

N/A

BDCX

YTD

-2.15%

1M

-5.73%

6M

5.47%

1Y

6.60%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


MLPR vs. BDCX - Expense Ratio Comparison

Both MLPR and BDCX have an expense ratio of 0.95%.


MLPR
ETRACS Quarterly Pay 1.5x Leveraged Alerian MLP Index ETN
Expense ratio chart for MLPR: 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%
MLPR: 0.95%
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%

Risk-Adjusted Performance

MLPR vs. BDCX — Risk-Adjusted Performance Rank

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

MLPR
The Risk-Adjusted Performance Rank of MLPR is 7676
Overall Rank
The Sharpe Ratio Rank of MLPR is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of MLPR is 7373
Sortino Ratio Rank
The Omega Ratio Rank of MLPR is 7272
Omega Ratio Rank
The Calmar Ratio Rank of MLPR is 8686
Calmar Ratio Rank
The Martin Ratio Rank of MLPR is 7979
Martin Ratio Rank

BDCX
The Risk-Adjusted Performance Rank of BDCX is 4040
Overall Rank
The Sharpe Ratio Rank of BDCX is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of BDCX is 3737
Sortino Ratio Rank
The Omega Ratio Rank of BDCX is 3838
Omega Ratio Rank
The Calmar Ratio Rank of BDCX is 5050
Calmar Ratio Rank
The Martin Ratio Rank of BDCX is 4141
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.

MLPR vs. BDCX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ETRACS Quarterly Pay 1.5x Leveraged Alerian MLP Index ETN (MLPR) and ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN (BDCX). 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.


Sharpe ratio
The chart of Sharpe ratio for MLPR, currently valued at 0.93, compared to the broader market0.002.004.00
MLPR: 0.93
BDCX: 0.34
The chart of Sortino ratio for MLPR, currently valued at 1.39, compared to the broader market-2.000.002.004.006.008.0010.0012.00
MLPR: 1.39
BDCX: 0.58
The chart of Omega ratio for MLPR, currently valued at 1.17, compared to the broader market0.501.001.502.002.503.00
MLPR: 1.17
BDCX: 1.08
The chart of Calmar ratio for MLPR, currently valued at 1.74, compared to the broader market0.005.0010.0015.00
MLPR: 1.74
BDCX: 0.51
The chart of Martin ratio for MLPR, currently valued at 4.80, compared to the broader market0.0020.0040.0060.0080.00100.00
MLPR: 4.80
BDCX: 1.39

The current MLPR Sharpe Ratio is 0.93, which is higher than the BDCX Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of MLPR and BDCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.00NovemberDecember2025FebruaryMarchApril
0.93
0.34
MLPR
BDCX

Dividends

MLPR vs. BDCX - Dividend Comparison

MLPR's dividend yield for the trailing twelve months is around 8.85%, less than BDCX's 15.13% yield.


TTM20242023202220212020
MLPR
ETRACS Quarterly Pay 1.5x Leveraged Alerian MLP Index ETN
8.85%9.57%10.08%10.07%10.69%4.21%
BDCX
ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN
15.13%15.28%14.71%17.47%11.52%6.32%

Drawdowns

MLPR vs. BDCX - Drawdown Comparison

The maximum MLPR drawdown since its inception was -48.98%, which is greater than BDCX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for MLPR and BDCX. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2025FebruaryMarchApril
-5.61%
-11.23%
MLPR
BDCX

Volatility

MLPR vs. BDCX - Volatility Comparison

The current volatility for ETRACS Quarterly Pay 1.5x Leveraged Alerian MLP Index ETN (MLPR) is 8.48%, while ETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETN (BDCX) has a volatility of 11.03%. This indicates that MLPR experiences smaller price fluctuations and is considered to be less risky than BDCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%NovemberDecember2025FebruaryMarchApril
8.48%
11.03%
MLPR
BDCX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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