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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.85% -0.34% 11.65M 1946.20
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- -7.458M

Basic Info

Investment Strategy
The Fund seeks to provide exposure to the performance of the MVIS US Business Development Companies Index. The Index is a modified capitalization-weighted index that measures the performance of the largest and most liquid companies which are treated as business development companies and are incorporated in the US.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Other
Peer Group Specialty/Miscellaneous Funds
Global Macro Equity Other
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Specialty/Miscellaneous Funds
Fund Owner Firm Name UBS Asset Management
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
25.89%
-11.25%
33.97%
-9.15%
25.28%
12.21%
-3.76%
-6.27%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
21.09%
2.32%
36.55%
13.91%
28.73%
-24.09%
12.57%
30.57%
1.97%
-2.54%
22.84%
-10.78%
34.16%
-9.02%
-2.22%
14.47%
4.61%
9.57%
22.10%
-8.89%
27.84%
-19.36%
6.04%
15.50%
6.17%
5.18%
23.57%
-8.79%
36.09%
-7.25%
-0.82%
12.75%
6.29%
10.75%
As of February 20, 2026.

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
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Basic Info

Investment Strategy
The Fund seeks to provide exposure to the performance of the MVIS US Business Development Companies Index. The Index is a modified capitalization-weighted index that measures the performance of the largest and most liquid companies which are treated as business development companies and are incorporated in the US.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Other
Peer Group Specialty/Miscellaneous Funds
Global Macro Equity Other
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Specialty/Miscellaneous Funds
Fund Owner Firm Name UBS Asset Management
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

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