Indices

Indxx Private Credit Index

The Indxx Private Credit Index tracks the performance of the Business Development Corporations (BDCs) and Closed-End Funds (CEFs), trading in the US, with significant exposure to private credit, as defined by Indxx. The index has been backtested to August 31, 2013 and has a live calculation date of January 31, 2019.

IVPCP
2023-10-03 00:00:00-638.0800000000000
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Back-tested performance is hypothetical and has certain inherent limitations. Back-tested performance differs from live performance and is included for informational purposes only.

Index Characteristics

Base Date 08/31/2013
No. of Constituents 60
Dividend Yield
*
11.42%
52 Week High/Low
**
674/590
* Trailing 12 months data for current year portfolio
** Trailing 12 months

Top 5 Index Constituents

Company Name Weight(%)
Oxford Lane Capital Corp 3.15%
Xai Octagon Floating Rate Al 2.53%
Goldman Sachs Bdc Inc 2.43%
Triplepoint Venture Growth Bdc Corp 2.31%
Fs Kkr Capital Corp 2.30%

Index Risk & Return Statistics

Statistic QTD YTD 1 Year 3 Year Since Base Date
Beta
1
0.27 0.94 0.92 0.75 0.56
Correlation
1
0.38 0.67 0.67 0.63 0.55
Returns
2
-3.09% 2.98% 6.98% 4.76% -4.36%
Standard Deviation NA 11.12% 12.15% 12.92% 15.88%
1W.R.T.: Indxx 500 Index PR
2As of last trading day.

Fact Sheet is not available