BIZD ETF

$12.65

Returns Overview

1 Month
+1.76%
3 Months
-0.13%
6 Months
-5.11%
YTD
-6.05%
1 Year
-12.03%
3 Years (annualized)
+5.11%
5 Years (annualized)
+4.80%
10 Years (annualized)
+7.79%

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+1.76%

3 Months Performance

-0.13%

6 Months Performance

-5.11%

1 Year Performance

-12.03%

Benchmark & Peers

Benchmark
MVIS US Business Development Companies Index(^MVBIZD)
This ETF (YTD)
-6.05%
Peer Avg (YTD)
+8.61%
vs Peers
-14.65%

BIZD ETF Performance

BIZD performance across multiple time periods: 1-month 1.76%, YTD -6.05%, 1-year -12.03%, 3-year 5.11%, 5-year 4.80%, 10-year 7.79%.

BIZD returns trail the peer average of 8.61% YTD. With an expense ratio of 9.69%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.76%Jun 29, 2026 to Jul 28, 2026
3 Months-0.13%Apr 28, 2026 to Jul 28, 2026
6 Months-5.11%Jan 28, 2026 to Jul 28, 2026
1 Year-12.03%N/A
3 Years+5.11%N/A
5 Years+4.80%N/A

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