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BDCS: UBS ETRACS Linked to the Wells Fargo Business Development Company Index ETN (ETF)
Basic Info
| Asset Class: | MISCELLANEOUS SECTOR |
| MyPlanIQ Rating: | (21%) |
| Start Date: | 04/28/2011 |
| Last Dividend Date: | 10/09/2020 |
| 12-Mo. Yield | 8.08% |
| Expenses | 0.85% |
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Performance Analytics (As of 11/30/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/28/2011 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | -15.6 | -1.2 | 2.2 | 3.2 | -16.5 | 26.2 | -7.2 | -0.8 | 22.1 | -3.8 | -8.7 | 15.3 | 33.5 | -15.6 |
| Sharpe Ratio | NA | -0.3 | -0.07 | 0.05 | 0.12 | -0.32 | 2.59 | -0.71 | -0.16 | 1.53 | -0.25 | -0.69 | 1.22 | 2.38 | -0.55 |
| Draw Down(%) | NA | 56.2 | 56.2 | 56.2 | 56.2 | 56.2 | 4.1 | 16.7 | 10.0 | 13.7 | 15.7 | 14.4 | 7.9 | 10.2 | 26.6 |
| Standard Deviation(%) | NA | 53.7 | 32.3 | 26.3 | 23.4 | 56.1 | 9.5 | 12.2 | 9.3 | 14.3 | 15.1 | 12.5 | 12.5 | 14.2 | 40.4 |
| Treynor Ratio | NA | -0.11 | -0.02 | 0.01 | 0.02 | -0.12 | 0.27 | -0.1 | -0.02 | 0.25 | -0.02 | -0.08 | 0.15 | 0.22 | -0.21 |
| Alpha | NA | -0.08 | -0.02 | -0.01 | -0.01 | -0.08 | 0.04 | -0.01 | -0.03 | 0.08 | -0.04 | -0.09 | 0.06 | 0.02 | -0.03 |
| Beta | NA | 1.46 | 1.44 | 1.41 | 1.34 | 1.46 | 0.93 | 0.89 | 0.92 | 0.86 | 1.6 | 1.12 | 1.05 | 1.51 | 1.07 |
| RSquared | NA | 0.75 | 0.7 | 0.64 | 0.49 | 0.75 | 0.17 | 0.11 | 0.15 | 0.18 | 0.28 | 0.1 | 0.25 | 0.29 | 0.23 |
| Yield(%) | N/A | 8.1 | 8.0 | 8.0 | N/A | 8.0 | 9.5 | 8.2 | 8.0 | 8.9 | 7.9 | 7.0 | 7.3 | 8.4 | 3.2 |
| Dividend Growth(%) | N/A | -5.2 | -7.1 | N/A | N/A | -5.2 | 0.2 | -6.2 | 1.5 | -0.9 | -3.1 | -0.2 | 7.1 | 116.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/28/2011
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See MISCELLANEOUS SECTOR Asset Class Trend Rankings |
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