HBDC
-0.00 · -0.01%
$25.11 · NASDAQ

Hilton BDC Corporate Bond ETF (HBDC) ETF Analysis | Corporate Bond

Hilton Capital Management, LLC · USA
AUM:$107.4M
#– of – in Corporate Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

HBDC returned +0.0% over the past year, broadly in line with flat market conditions.

What is HBDC?

The fund is an exchange-traded fund ("ETF") that uses a "passive management" (or indexing) approach to track the performance, before fees and expenses, of the index. The index is a rules-based index that seeks to track the total performance of bonds issued by Business Development Companies ("BDC").

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
HBDC returned 0.0% over the past year.
Broadly Diversified
Top 10 holdings represent just 0.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$107.4M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings1
Inception DateJun 2025
Domicile
Distribution
Index
ProviderHilton Capital Management, LLC
Beta
CategoryCorporate Bond
CurrencyUSD
Portfolio Impact

How would HBDC affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.2%
1Y
+0.7%
3Y
+1.9%
5Y
+1.9%
OpenBook InsightIf you had invested £10,000 in HBDC 5 years ago, it would have grown to £10,194 — a gain of £194.

Annual Returns

Calendar year performance

HBDC delivered positive returns in 1 of the last 2 calendar years.
YearHBDC
2026 YTD-0.6%
2025+2.7%
1/2 positive yearsAvg return: +1.0%Worst year: -0.6% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
3.3%
Low
Momentum
-0.5%
30-day change
Support Level
24.62
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.