VanEck BDC Income ETF

10-Year Study

BIZD.US · · US · ETF

Executive Summary: VanEck BDC Income ETF has compounded at 8.0% annually over the last 10 years, with a maximum drawdown of 44.5% and an annualized volatility of 14.5%.

1Y CAGR
-13.9%
3Y CAGR
+6.2%
5Y CAGR
+4.6%
10Y CAGR
+8.0%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
44.5%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.29
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.29
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
21.5%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2021 · +36.2%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · -8.6%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
50%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-1.3-9.4-2.95.2————————-8.6%
20255.30.2-4.5-6.76.00.92.1-0.5-7.2-1.42.2-0.4-4.9%
20241.50.03.81.34.0-1.20.0-1.30.71.04.20.815.6%
20238.31.5-4.61.11.04.55.6-0.11.6-4.66.64.127.0%
20222.2-0.11.9-4.5-3.4-6.88.4-0.2-14.711.85.0-5.6-8.5%
20212.010.64.66.11.80.40.71.2-0.14.6-2.42.536.2%
20200.4-10.3-38.220.111.61.0-0.74.5-0.5-4.722.22.4-7.1%
201913.63.1-0.54.0-3.43.81.10.22.4-0.83.11.531.0%
2018-1.5-3.53.01.44.1-0.74.61.8-1.5-4.20.5-10.1-6.8%
20171.04.91.01.3-6.12.00.6-5.34.1-2.80.8-0.60.4%
2016———2.2-1.02.55.55.1-1.2-1.23.72.819.5%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 14.5%. The dominant macroeconomic risk driver is QQQ.US, accounting for 14.9% of variance. Idiosyncratic stock-specific factors contribute 25.9%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110218.885552218886
2016-05-0110111.945278611945
2016-06-0110360.694027360694
2016-07-0110932.0987654321
2016-08-0111486.486486486487
2016-09-0111346.17951284618
2016-10-0111204.537871204539
2016-11-0111620.62062062062
2016-12-0111946.780113446779
2017-01-0112068.902235568901
2017-02-0112659.492826159492
2017-03-0112785.452118785452
2017-04-0112945.612278945613
2017-05-0112161.828495161828
2017-06-0112405.071738405071
2017-07-0112482.315648982316
2017-08-0111825.825825825827
2017-09-0112315.482148815481
2017-10-0111973.13980647314
2017-11-0112064.731398064732
2017-12-0111990.156823490157
2018-01-0111809.642976309644
2018-02-0111397.8978978979
2018-03-0111744.577911244578
2018-04-0111909.743076409744
2018-05-0112398.231564898233
2018-06-0112316.816816816818
2018-07-0112883.883883883884
2018-08-0113110.777444110778
2018-09-0112914.247580914249
2018-10-0112371.037704371038
2018-11-0112427.427427427427
2018-12-0111172.83950617284
2019-01-0112692.692692692694
2019-02-0113090.590590590591
2019-03-0113019.01901901902
2019-04-0113539.904867127056
2019-05-0113082.311437413977
2019-06-0113580.766168084589
2019-07-0113736.367504080416
2019-08-0113769.825657566747
2019-09-0114104.453332829085
2019-10-0113990.715658183413
2019-11-0114426.8569844462
2019-12-0114637.152194817701
2020-01-0114698.321635539349
2020-02-0113186.545780908677
2020-03-018153.112721435222
2020-04-019793.911451174888
2020-05-0110929.566683433515
2020-06-0111038.594855282123
2020-07-0110958.842766615084
2020-08-0111456.115348441705
2020-09-0111399.824857154925
2020-10-0110868.02334637494
2020-11-0113275.620616751192
2020-12-0113594.86444655919
2021-01-0113872.107784868202
2021-02-0115337.54117734678
2021-03-0116040.552207379093
2021-04-0117014.401015497104
2021-05-0117318.405785240808
2021-06-0117389.342671121645
2021-07-0117511.172417127415
2021-08-0117728.003653678094
2021-09-0117707.347074348927
2021-10-0118520.04019705741
2021-11-0118077.329432602364
2021-12-0118521.99718639538
2022-01-0118930.972954969944
2022-02-0118920.21110465935
2022-03-0119275.36648434323
2022-04-0118405.053549541568
2022-05-0117779.47724641145
2022-06-0116572.22802534794
2022-07-0117967.437321558213
2022-08-0117933.600498590225
2022-09-0115305.596110738832
2022-10-0117108.3062738031
2022-11-0117957.32780102694
2022-12-0116945.96366640485
2023-01-0118347.15212190951
2023-02-0118622.599166753018
2023-03-0117760.3273897677
2023-04-0117963.90519446041
2023-05-0118136.63416478409
2023-06-0118950.932655169003
2023-07-0120015.106863047946
2023-08-0120002.42461750895
2023-09-0120332.20118668066
2023-10-0119389.460553795172
2023-11-0120667.315722705127
2023-12-0121524.465915398636
2024-01-0121846.529082691904
2024-02-0121846.529082691904
2024-03-0122678.516847434188
2024-04-0122965.413075428947
2024-05-0123889.54799016953
2024-06-0123599.89606661919
2024-07-0123604.14098332952
2024-08-0123292.44508638277
2024-09-0123462.462910501647
2024-10-0123685.46900528051
2024-11-0124691.19287388381
2024-12-0124888.936304672185
2025-01-0126205.971036547617
2025-02-0126265.834226662373
2025-03-0125083.499230024296
2025-04-0123393.858501343955
2025-05-0124791.65325094789
2025-06-0125006.699331370757
2025-07-0125541.846816604204
2025-08-0125415.55895342364
2025-09-0123584.373799967776
2025-10-0123245.345285267365
2025-11-0123748.211992713743
2025-12-0123656.990832792428
2026-01-0123356.690023356692
2026-02-0121154.487821154486
2026-03-0120550.55055055055
2026-04-0121621.621621621623
Annual Return Matrix
YearAnnual Return
20170.0036308285271404728
2018-0.06816569035328157
20190.3100655555582694
2020-0.07120836993329449
20210.3624260292704302
2022-0.08508982612027094
20230.2701824658145944
20240.1563091229532716
2025-0.04949771484000687
2026-0.08603669103804412
Total Factor Risk
0.1445127066282386
VTI.US Exposure
0.07820069841755956
VEA.US Exposure
0.023861791651836495
VWO.US Exposure
0.007072135344469338
QQQ.US Exposure
0.1493453349175078
VTV.US Exposure
0.06514230985232058
IJR.US Exposure
0.03450557526217234
QUAL.US Exposure
-0.1664643208115862
SHV.US Exposure
0.0003253551761703027
TLT.US Exposure
0.01341181121829035
LQD.US Exposure
0.12794848398236341
HYG.US Exposure
0.07482744259789302
GLD.US Exposure
0.08242881949523745
USO.US Exposure
-0.002206152074728162
VNQ.US Exposure
0.11861886209065653
BTC-USD.CC Exposure
0.017086837323980232
CPER.US Exposure
0.07234891870679998
VIX.INDX Exposure
-0.008812921272195413
UUP.US Exposure
-0.00009230428018654615
TIP.US Exposure
0.05295132294472325
Idiosyncratic Exposure
0.2594999994567156
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
14.5%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →N/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Market Cap$0
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$804
Avg Yield on Cost
8.04%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$804.148.04%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+0.5%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-8.1%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
18.6% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
0.44
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is VanEck BDC Income ETF a high-risk investment?

VanEck BDC Income ETF (BIZD.US) has an annualized volatility of 14.5% and experienced a maximum drawdown of 44.5% over the last 10 years. Its primary macro risk driver is QUAL.US.

What is the 10-year return of BIZD.US?

Over the past 10 years, BIZD.US has generated a Compound Annual Growth Rate (CAGR) of 8.0%. It has had a positive return in 50% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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