Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDCZ (ETRACS MarketVector Business Development Companies Liquid Index ETN) | -6.27% | -8.29% | 5.43% | 4.17% | 5.22% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDCZ (ETRACS MarketVector Business Development Companies Liquid Index ETN) | 10/09/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | -8.29 | 5.43 | 4.17 | 5.22 | NA | NA | … | … | -6.27 | -3.68 | 12.22 | 25.32 | -7.36 | 33.97 | -10.96 | 25.98 | -13.30 | -1.46 | 11.14 | -4.61 |
| Sharpe Ratio | NA | -0.60 | 0.17 | 0.12 | 0.15 | NA | NA | … | … | -0.72 | -0.33 | 0.77 | 1.39 | -0.41 | 2.46 | -0.23 | 2.77 | -0.43 | -0.05 | 0.32 | -0.37 |
| Standard Deviation(%) | NA | 19.17 | 16.66 | 17.53 | 24.53 | NA | NA | … | … | 23.73 | 19.87 | 11.13 | 15.73 | 21.63 | 13.77 | 48.33 | 8.86 | 32.45 | 45.32 | 35.05 | 51.35 |
| Draw Down(%) | NA | 19.95 | 20.77 | 23.12 | 56.14 | NA | NA | … | … | 14.71 | 19.50 | 9.12 | 10.57 | 23.12 | 5.80 | 55.62 | 3.96 | 18.84 | 14.12 | 9.90 | 11.67 |
| Yield(%) | 0.00 | 9.18 | 10.14 | 8.81 | 7.18 | 4.61 | 3.46 | … | … | 4.57 | 9.16 | 9.46 | 10.27 | 9.68 | 9.36 | 7.94 | 9.55 | 2.09 | 6.05 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDCZ (ETRACS MarketVector Business Development Companies Liquid Index ETN) |
-17.67%
Mar 2017 – Mar 2020 |
1.52%
Sep 2017 – Sep 2022 |
4.75%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDCZ (ETRACS MarketVector Business Development Companies Liquid Index ETN) |
27.14%
Mar 2020 – Mar 2023 |
22.93%
Mar 2020 – Mar 2025 |
6.43%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart