BDCZUBS ETRACS Wells Fargo Business Development Company Index ETN
Seeks exposure to the performance of the Wells Fargo Business Development Company Index.
By UBS · Launched 2015
Annual Cost
0.85%
#4,678 of 6,040 · expensive
Fund Size
$12M
#4,887 of 6,040 · small
Return (1Y)
-2.2%
Track Record
10 years
#1,348 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$9,572-4.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaStrategy
Index tracking
Focus
BDC
Index tracked
MarketVector US Business Development Companies Liquid Index
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
23.2%High
Year-on-year price swings
Max drawdown
-55.6%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.14Below average
Sortino (3Y)
0.20Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks exposure to the performance of the Wells Fargo Business Development Company Index.
- Strategy
- Invests in senior unsecured debt securities linked to the Wells Fargo Business Development Company Index, which measures the performance of business development companies listed on major U.S. exchanges. Targets companies that meet specified market capitalization and eligibility requirements.
- Inception date
- October 9, 2015
- Fund family
- UBS
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save BDCZ to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18