BDCZ:NYE-UBS AG London Branch ELKS 4 (USD)

ETF | Financial |

Last Closing

USD 18.9056

Change

-0.15 (-0.78)%

Market Cap

USD 0.02B

Volume

855.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The ETRACS Wells Fargo® Business Development Company Index ETN Series B due April 26, 2041 are senior unsecured debt securities issued by UBS AG. The index is intended to measure the performance of all business development companies listed on the NYSE or NASDAQ that satisfy specified market capitalization and other eligibility requirements. It refers to the business development companies included in the Wells Fargo® Business Development Company Index as the "index constituents." The index is a proprietary index of Wells Fargo Securities, LLC.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-01 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
XLF Financial Select Sector SPDR®..

-0.24 (-0.53%)

USD 42.90B
VFH Vanguard Financials Index Fund..

-0.71 (-0.65%)

USD 10.13B
FNCL Fidelity® MSCI Financials Ind..

-0.48 (-0.75%)

USD 1.77B
BIZD VanEck BDC Income ETF

-0.58 (-3.50%)

USD 1.20B
FXO First Trust Financials AlphaDE..

-0.46 (-0.90%)

USD 0.92B
VPC Virtus Private Credit ETF

-0.22 (-0.98%)

USD 0.05B
IYF iShares U.S. Financials ETF

-0.79 (-0.76%)

N/A
IAI iShares U.S. Broker-Dealers & ..

-0.92 (-0.72%)

N/A
IYG iShares U.S. Financial Service..

-0.58 (-0.82%)

N/A
IAK iShares U.S. Insurance ETF

+0.31 (+0.24%)

N/A

ETFs Containing BDCZ

SPFF Global X SuperIncome Pref.. 0.00 % 0.58 %

+0.04 (+0.45%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.33% 12% F 22% F
Dividend Return 7.10% 88% B+ 91% A-
Total Return 6.77% 12% F 38% F
Trailing 12 Months  
Capital Gain 6.33% 12% F 27% F
Dividend Return 10.06% 88% B+ 91% A-
Total Return 16.39% 12% F 39% F
Trailing 5 Years  
Capital Gain -6.25% 12% F 36% F
Dividend Return 36.24% 94% A 89% A-
Total Return 29.99% 24% F 50% F
Average Annual (5 Year Horizon)  
Capital Gain 6.56% N/A N/A 60% D-
Dividend Return 15.24% N/A N/A 74% C
Total Return 8.69% N/A N/A 93% A
Risk Return Profile  
Volatility (Standard Deviation) 24.11% N/A N/A 43% F
Risk Adjusted Return 63.22% N/A N/A 79% B-
Market Capitalization 0.02B 14% F 11% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.