FBDC ETF

FBDC ETF
$16.37
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Returns Overview

1 Month
-5.48%
3 Months
+2.46%
6 Months
-0.47%
YTD
-13.47%
1 Year
-4.36%
3 Years (annualized)
-3.26%
5 Years (annualized)
-3.49%
10 Years (annualized)
-6.39%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FBDC 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MarketVector US Business Development Companies Liquid Index(MVBIZD)
This ETF (YTD)
-13.47%
Peer Avg (YTD)
+9.29%
vs Peers
-22.76%

FBDC ETF Performance

FBDC performance across multiple time periods: 1-month -5.48%, YTD -13.47%, 1-year -4.36%, 3-year -3.26%, 5-year -3.49%, 10-year -6.39%.

FBDC returns trail the peer average of 9.29% YTD. With an expense ratio of 12.44%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-5.48%N/A
3 Months+2.46%N/A
6 Months-0.47%N/A
1 Year-4.36%N/A
3 Years-3.26%N/A
5 Years-3.49%N/A

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