BIZD ETF

BIZD ETF
$12.02
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Returns Overview

1 Month
-4.89%
3 Months
+3.28%
6 Months
+6.36%
YTD
-4.62%
1 Year
-3.46%
3 Years (annualized)
+5.54%
5 Years (annualized)
+5.79%
10 Years (annualized)
+7.41%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BIZD have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MVIS US Business Development Companies Index(^MVBIZD)
This ETF (YTD)
-4.62%
Peer Avg (YTD)
+7.92%
vs Peers
-12.54%

BIZD ETF Performance

BIZD performance across multiple time periods: 1-month -4.89%, YTD -4.62%, 1-year -3.46%, 3-year 5.54%, 5-year 5.79%, 10-year 7.41%.

BIZD returns trail the peer average of 7.92% YTD. With an expense ratio of 9.69%, investors should weigh costs against performance when evaluating this ETF.

BIZD vs another fund shows side-by-side returns. BIZD alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-4.89%N/A
3 Months+3.28%N/A
6 Months+6.36%N/A
1 Year-3.46%N/A
3 Years+5.54%N/A
5 Years+5.79%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized