Performance analysis of BDCZ (BDCZ)
Annual Return
Over the past 3 years, BDCZ has had an average annual return of +4.72%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BDCZ has had an average annual return of +3.36%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, BDCZ has had an average annual return of +6.15%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Oct 9, 2015, BDCZ has had an average annual return of +5.75%, underperforming the benchmark SPY, which returned +15.06% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -8.03% | -3.76% | +12.21% | +25.28% | -9.15% | +33.96% | -11.25% | +25.90% | -7.78% | +0.36% | +21.47% | -4.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.16% | -9.90% | +1.43% | +7.58% | -4.48% | -1.90% | -8.03% | ||||||
| 2025 | +4.71% | +0.78% | -4.22% | -6.53% | +5.15% | +0.81% | +1.59% | +0.21% | -6.67% | -0.25% | +1.43% | -0.02% | -3.76% |
| 2024 | +1.59% | +0.08% | +3.67% | +1.06% | +3.33% | +1.35% | -2.35% | -1.83% | +0.68% | +0.40% | +3.73% | +0.07% | +12.21% |
| 2023 | +7.84% | +1.43% | -4.87% | +0.93% | +1.03% | +4.66% | +5.59% | -0.16% | +1.58% | -4.63% | +6.24% | +3.99% | +25.28% |
| 2022 | +2.06% | -0.18% | +1.63% | -4.31% | -3.46% | -6.91% | +8.34% | -0.21% | -14.61% | +11.75% | +4.29% | -5.17% | -9.15% |
| 2021 | +1.65% | +10.07% | +4.71% | +5.70% | +1.64% | +0.45% | +0.19% | +1.38% | +0.05% | +4.27% | -2.56% | +2.61% | +33.96% |
| 2020 | +0.51% | -10.29% | -37.94% | +17.09% | +10.32% | +0.27% | +0.50% | +4.50% | -0.50% | -4.46% | +18.04% | +3.89% | -11.25% |
| 2019 | +11.86% | +2.72% | -0.97% | +3.38% | -3.16% | +2.42% | +1.74% | -0.11% | +2.54% | -0.47% | +2.94% | +1.07% | +25.90% |
| 2018 | -0.38% | -3.69% | +0.48% | +4.25% | -0.90% | +1.05% | +3.89% | +1.09% | +0.77% | -6.76% | +0.11% | -7.26% | -7.78% |
| 2017 | +1.71% | +4.80% | +1.28% | -0.71% | -3.95% | +0.90% | +0.22% | -4.07% | +1.79% | -0.43% | +0.08% | -0.93% | +0.36% |
Drawdown analysis of BDCZ (BDCZ)
The maximum drawdown for the BDCZ was -55.63%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The current BDCZ drawdown is -17.34%.
Since Oct 9, 2015 BDCZ has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 4 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.63% | Feb 20, 2020 | 22 | Mar 23, 2020 | 244 | Mar 11, 2021 | 266 |
| -23.11% | Apr 20, 2022 | 112 | Sep 29, 2022 | 205 | Jul 26, 2023 | 317 |
| -21.09% | Aug 28, 2017 | 332 | Dec 21, 2018 | 236 | Nov 29, 2019 | 568 |
| -20.82% | Feb 19, 2025 | 277 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -13.10% | Dec 2, 2015 | 36 | Jan 26, 2016 | 116 | Jul 12, 2016 | 152 |
| -9.12% | Jun 28, 2024 | 25 | Aug 5, 2024 | 82 | Nov 29, 2024 | 107 |
| -6.37% | Apr 10, 2017 | 23 | May 12, 2017 | 74 | Aug 28, 2017 | 97 |
| -6.20% | Sep 25, 2023 | 24 | Oct 27, 2023 | 12 | Nov 14, 2023 | 36 |
| -5.98% | Oct 9, 2015 | 12 | Oct 27, 2015 | 25 | Dec 2, 2015 | 37 |
| -5.80% | Apr 29, 2021 | 9 | May 12, 2021 | 11 | May 27, 2021 | 20 |
| -5.74% | Jan 12, 2022 | 7 | Jan 24, 2022 | 10 | Feb 7, 2022 | 17 |
| -5.36% | Nov 8, 2021 | 29 | Dec 20, 2021 | 10 | Jan 4, 2022 | 39 |
| -4.65% | Feb 8, 2022 | 23 | Mar 14, 2022 | 14 | Apr 1, 2022 | 37 |
| -4.19% | Aug 13, 2021 | 4 | Aug 19, 2021 | 33 | Oct 6, 2021 | 37 |
| -4.16% | Jun 14, 2021 | 24 | Jul 19, 2021 | 19 | Aug 13, 2021 | 43 |
| -3.59% | Jan 30, 2024 | 5 | Feb 6, 2024 | 34 | Mar 26, 2024 | 39 |
| -3.48% | Aug 7, 2023 | 11 | Aug 22, 2023 | 17 | Sep 15, 2023 | 28 |
| -3.44% | Mar 15, 2021 | 7 | Mar 24, 2021 | 7 | Apr 5, 2021 | 14 |
| -3.35% | Nov 29, 2024 | 13 | Dec 18, 2024 | 6 | Dec 27, 2024 | 19 |
| -2.62% | Apr 7, 2021 | 2 | Apr 9, 2021 | 1 | Apr 12, 2021 | 3 |
| -2.50% | Jan 2, 2025 | 5 | Jan 10, 2025 | 4 | Jan 16, 2025 | 9 |
| -2.27% | Jul 12, 2016 | 64 | Oct 11, 2016 | 16 | Nov 2, 2016 | 80 |
| -2.20% | Feb 21, 2017 | 10 | Mar 7, 2017 | 18 | Mar 31, 2017 | 28 |
| -2.07% | Mar 28, 2024 | 11 | Apr 15, 2024 | 5 | Apr 22, 2024 | 16 |
| -1.82% | Jun 3, 2024 | 9 | Jun 14, 2024 | 9 | Jun 28, 2024 | 18 |