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VPCVirtus Private Credit ETF

Get income7y track recordRanked #1,409 of 1,706 in this goal

Seeks investment results that correspond to the price and yield performance of the Indxx Private Credit Index.

By Virtus · Launched 2019

Annual Cost

10.60%

#6,036 of 6,040 · expensive

Fund Size

$30M

#4,253 of 6,040 · small

Return (1Y)

-10.7%

Track Record

7 years

#1,846 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$8,932-10.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Focus

Private Equity

Index tracked

Indxx Private Credit Index

Holdings

By weight

Concentration

Top 10 holdings = 49.2% of fundmoderately concentrated

DREYFUS GOVERNMENT CASH MANAGEDGCXX
20.9%
OXFORD LANE CAPITAL CORP
5.5%
EAGLE POINT CREDIT COMPANY INC
4.9%
OFS CREDIT COMPANY INC
3.7%
BLACKROCK TCP CAPITAL CORP
2.7%
XAI OCTAGON FLOATING RATE & ALTERNATIVE INCOME TERM TRUST
2.7%
PROSPECT CAPITAL CORP
2.3%
GOLDMAN SACHS BDC INC
2.2%
HORIZON TECHNOLOGY FINANCE CORP
2.2%
OAKTREE SPECIALTY LENDING CORP
2.1%

Asset allocation

Stocks
71.0%
Bonds
18.9%
Other
5.3%
Cash
4.6%
Preferred
0.3%
Convertible
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.5%Moderate

Year-on-year price swings

Max drawdown
-53.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
-0.18Below average
Sortino (3Y)
-0.24Moderate downside risk

Bond profile

Duration

6.3 years

Credit ratings

US Government
1.0%
AAA
1.1%
AA
8.9%
A
0.6%
BBB
6.2%
BB
25.2%
B
45.0%
Below B
7.1%
Other
5.9%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond to the price and yield performance of the Indxx Private Credit Index.
Strategy
Invests primarily in U.S.-listed BDCs and closed-end funds that employ private credit strategies, aiming to replicate the Indxx Private Credit Index. Focuses on generating current income and capital appreciation through investments in private credit instruments.
Inception date
February 7, 2019
Fund family
Virtus

Next steps

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Data updated on 2026-09-18