HDLBETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN
Seeks to provide monthly payments at a rate of 2x the performance of the underlying high dividend low volatility index.
By UBS · Launched 2019
Annual Cost
0.00%
#6,040 of 6,040 · expensive
Fund Size
$6M
#5,240 of 6,040 · small
Return (1Y)
+12.9%
Track Record
6 years
#1,965 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,362+13.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaStrategy
Leveraged
Factor
Dividend
Index tracked
Solactive US High Dividend Low Volatility Index
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
29.1%High
Year-on-year price swings
Max drawdown
-77.5%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.88Decent risk-adjusted returns
Sortino (3Y)
1.24Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to provide monthly payments at a rate of 2x the performance of the underlying high dividend low volatility index.
- Strategy
- Invests primarily in a portfolio of U.S. high dividend low volatility stocks, aiming for 2x leveraged exposure. The fund pays monthly contingent coupons based on the performance of the underlying assets.
- Inception date
- October 25, 2019
- Fund family
- UBS
Similar funds
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Data updated on 2026-09-18