BDCXETRACS Quarterly Pay 1.5X Leveraged Wells Fargo BDC Index ETN
Provides 1.5x leveraged long exposure to the compounded quarterly performance of the MarketVector US Business Development Companies Liquid Index, less investor fees.
By UBS · Launched 2020
Annual Cost
—
Fund Size
$7M
#5,126 of 6,040 · small
Return (1Y)
-6.5%
Track Record
6 years
#2,097 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$9,345-6.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaStrategy
Leveraged
Sector
FinancialsFocus
BDC
Index tracked
MarketVector US Business Development Companies Liquid Index
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
29.5%High
Year-on-year price swings
Max drawdown
-35.0%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.11Below average
Sortino (3Y)
0.16Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Provides 1.5x leveraged long exposure to the compounded quarterly performance of the MarketVector US Business Development Companies Liquid Index, less investor fees.
- Strategy
- Provides 1.5x leveraged long exposure, compounded quarterly, to the MarketVector US Business Development Companies Liquid Index — the largest and most liquid U.S.-incorporated business development companies. Pays a variable quarterly coupon linked to BDC cash distributions, less investor fees.
- Inception date
- June 2, 2020
- Fund family
- UBS
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Data updated on 2026-09-18