(BDCZ) UBS London Branch ELKS 4 - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US90274D4161 • Financial
BDCZ: Debt Securities, Business Development Company Equity, Index Trackers
The ETRACS Wells Fargo® Business Development Company Index ETN Series B (BDCZ) is a senior unsecured debt security issued by UBS AG, maturing on April 26, 2041. This ETN is designed to track the performance of the Wells Fargo® Business Development Company Index, which includes business development companies (BDCs) listed on the NYSE or NASDAQ that meet specific market capitalization and eligibility criteria. BDCs are specialized financial institutions that provide financing to middle-market companies, offering a unique exposure to private equity-like investments. The index is a proprietary creation of Wells Fargo Securities, LLC, and serves as the benchmark for this ETN. The ETN provides investors with exposure to the BDC sector, which often offers attractive yields due to the requirement that BDCs distribute at least 90% of their taxable income to shareholders.
BDCZ is listed on the NYSE ARCA under the ticker symbol BDCZ and is classified as an exchange-traded fund (ETF) within the Financial sector. As of the latest data, the fund has assets under management (AUM) of $21.76 million USD, indicating a relatively small but targeted investment vehicle. The average 20-day volume is 4,318 shares, suggesting moderate trading activity. The last price of $19.59 reflects its current market value, with short-term and long-term moving averages (SMA 20: $19.91, SMA 50: $19.59, SMA 200: $18.69) indicating a recent stabilization around its 50-day average. The Average True Range (ATR) of 0.28 highlights relatively low volatility, suggesting stable price movements over the short term.
Additional Sources for BDCZ ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
BDCZ ETF Overview
Market Cap in USD | 22m |
Category | Financial |
TER | 0.85% |
IPO / Inception | 2015-10-09 |
BDCZ ETF Ratings
Growth 5y | 75.3% |
Fundamental | - |
Dividend | 80.7% |
Rel. Strength Industry | -8.34 |
Analysts | - |
Fair Price Momentum | 21.17 USD |
Fair Price DCF | - |
BDCZ Dividends
Dividend Yield 12m | 8.81% |
Yield on Cost 5y | 16.46% |
Annual Growth 5y | 2.03% |
Payout Consistency | 95.6% |
BDCZ Growth Ratios
Growth Correlation 3m | 81.4% |
Growth Correlation 12m | 72.5% |
Growth Correlation 5y | 91.5% |
CAGR 5y | 13.92% |
CAGR/Max DD 5y | 0.30 |
Sharpe Ratio 12m | 1.08 |
Alpha | 4.37 |
Beta | 0.46 |
Volatility | 16.43% |
Current Volume | 4.7k |
Average Volume 20d | 1.5k |
As of March 09, 2025, the stock is trading at USD 19.59 with a total of 4,717 shares traded.
Over the past week, the price has changed by -2.65%, over one month by -0.63%, over three months by +3.39% and over the past year by +12.77%.
Yes. Based on ValueRay Analyses, UBS London Branch ELKS 4 (NYSE ARCA:BDCZ) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 75.26 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BDCZ as of March 2025 is 21.17. This means that BDCZ is currently overvalued and has a potential downside of 8.07%.
UBS London Branch ELKS 4 has no consensus analysts rating.
According to ValueRays Forecast Model, BDCZ UBS London Branch ELKS 4 will be worth about 23.6 in March 2026. The stock is currently trading at 19.59. This means that the stock has a potential upside of +20.57%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 23.6 | 20.6% |