BIZD ETF

$12.38

Returns Overview

1 Month
-4.70%
3 Months
-1.20%
6 Months
-7.03%
YTD
-9.79%
1 Year
-19.26%
3 Years
+4.46%
5 Years
+6.68%
10 Years
+8.66%

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

-4.70%

3 Months Performance

-1.20%

6 Months Performance

-7.03%

1 Year Performance

-19.26%

Benchmark & Peers

Benchmark
MVIS US Business Development Companies Index(^MVBIZD)
This ETF (YTD)
-9.79%
Peer Avg (YTD)
+2.40%
vs Peers
-12.19%

BIZD ETF Performance

BIZD performance across multiple time periods: 1-month -4.70%, YTD -9.79%, 1-year -19.26%, 3-year 4.46%, 5-year 6.68%, 10-year 8.66%.

BIZD returns trail the peer average of 2.40% YTD. With an expense ratio of 12.86%, 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-4.70%Apr 22, 2026 to May 22, 2026
3 Months-1.20%Feb 23, 2026 to May 22, 2026
6 Months-7.03%Nov 24, 2025 to May 22, 2026
1 Year-19.26%N/A
3 Years+4.46%N/A
5 Years+6.68%N/A

All returns shown are total returns, not annualized