All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

BIZD vs. PBDC: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Fri 2022-09-30💬 to Fri 2026-10-23 Overall
Return 		Exponential
Trendline
BIZD × 		+42.72%
+9.15%/yr 		+7.72%/yr
R2=0.506
VanEck BDC Income ETF Exchange-Traded Fund
PBDC × 		+50.91%
+10.66%/yr 		+10.09%/yr
R2=0.604
Putnam ETF Trust - Putnam BDC Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2022-09-30💬 to Fri 2026-10-23 Start
Value 		End
Value
BIZD × 		$10,000.00
2022-09-30 		$14,271.70
2026-10-23
PBDC × 		$10,000.00
2022-09-30 		$15,090.96
2026-10-23

This Year’s Performance

through 2026-10-23

  YTD YoY
BIZD × 		−7.77% −5.67%
PBDC × 		−11.12% −8.68%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BIZD × 		−18.19%
on 2026-10-23
from 2025-02-19 peak 		−22.56%
on 2026-03-27
from 2025-02-19 peak
PBDC × 		−18.46%
on 2026-10-23
from 2025-02-19 peak 		−20.47%
on 2026-03-12
from 2025-02-19 peak

Rolling Returns

Period ending Fri 2026-10-23 1 yr 2 yr 3 yr 5 yr 10 yr
BIZD × 		−5.67% −8.78%
−4.49%/yr 		+12.66%
+4.05%/yr 		+17.75%
+3.32%/yr 		+94.29%
+6.87%/yr
PBDC × 		−8.68% −8.47%
−4.33%/yr 		+15.93%
+5.05%/yr 		— —

Annual Returns

Year BIZD PBDC
2026 (YTD) −7.77% −11.12%
2025 −4.95% −1.76%
2024 +15.76% +19.43%
2023 +27.02% +30.53%
2022 −8.51% +10.86%
2021 +36.24% —
2020 −7.12% —
2019 +30.86% —
2018 −6.82% —
2017 +0.36% —
2016 +24.95% —
2015 −4.24% —
2014 −7.63% —
2013 +10.01% —