Virtus LifeSci Biotech Clinical Trials ETF (BBC) Performance
BBC total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.9% since Dec 31, 2025
- 1 year
- +39.1% total return
- 5 years
- −0.8% a year
- 10 years
- +8.0% a year
- Since first price
- +4.1% a year since 2014
BBC trailing returns vs SPY, QQQ, AGG
| Period | BBC total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −11.6% | −11.6% | −1.0% | −5.0% | +0.9% |
| 3 months | −18.1% | −18.1% | +3.2% | +1.9% | −0.4% |
| 6 months | −11.0% | −11.0% | +7.8% | +8.4% | −1.5% |
| YTD | +6.9% | +6.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +39.1% | +36.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +147.4%+35.3%/yr | +140.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | −4.1%−0.8%/yr | −6.9% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +115.6%+8.0%/yr | +106.9% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionDec 17, 2014 | +61.7%+4.1%/yr | +54.4% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: BBC vs SPY
From Dec 17, 2014: BBC grew to $16,168, SPY to $45,960.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BBC returns by calendar year
5 of 11 full years positive. Best 2019 (+63.8%), worst 2016 (−36.6%). 2026 is year to date.
BBC annual returns table
| Year | BBC | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +6.9% | −30.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +63.8% | −43.3% | +17.7% | +20.8% | +7.2% |
| 2024 | −1.1% | −23.8% | +24.9% | +25.6% | +1.3% |
| 2023 | −1.8% | −40.8% | +26.2% | +54.9% | +5.7% |
| 2022 | −35.1% | −55.4% | −18.2% | −32.6% | −13.0% |
| 2021 | −22.3% | −39.7% | +28.7% | +27.4% | −1.8% |
| 2020 | +30.3% | −38.6% | +18.3% | +48.6% | +7.5% |
| 2019 | +63.8% | −23.5% | +31.2% | +39.0% | +8.5% |
| 2018 | −18.3% | −41.5% | −4.6% | −0.1% | +0.1% |
| 2017 | +56.1% | −12.7% | +21.7% | +32.7% | +3.6% |
| 2016 | −36.6% | −41.0% | +12.0% | +7.1% | +2.4% |
| 2015 | +5.3% | −36.1% | +1.2% | +9.4% | +0.5% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
BBC largest drawdowns
Now 31.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 8, 2021 | −76.9% | Apr 8, 2025 | not yet | 4.2 years | 5.7 years so far |
| Jul 17, 2015 | −58.5% | Nov 3, 2016 | Dec 23, 2019 | 1.3 years | 4.4 years |
| Dec 24, 2019 | −40.5% | Mar 18, 2020 | May 11, 2020 | 3 months | 5 months |
| Jun 23, 2020 | −16.6% | Sep 8, 2020 | Nov 27, 2020 | 3 months | 5 months |
| Mar 19, 2015 | −15.8% | Apr 30, 2015 | May 29, 2015 | 42 days | 2 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
BBC risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2014 |
|---|---|---|---|---|
| Annualized return | +34.5% | +0.9% | +7.9% | +4.9% |
| Volatility (annualized) | 35.9% | 35.6% | 34.6% | 36.0% |
| Sharpe ratio | 0.88 | 0.10 | 0.32 | 0.26 |
| Sortino ratio | 1.70 | 0.15 | 0.51 | 0.39 |
| Best month | +25.1% | +25.1% | +25.1% | +25.1% |
| Worst month | −13.8% | −22.3% | −22.4% | −33.9% |
| Best 12 months | +177.3% | +177.3% | +177.3% | +177.3% |
| Worst 12 months | −39.2% | −46.2% | −59.7% | −59.7% |
| Positive months | 58% | 48% | 51% | 52% |
| Beta vs S&P 500 | 1.10 | 0.89 | 1.11 | — |
| Correlation with S&P 500 | 0.38 | 0.39 | 0.49 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
BBC rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 131 | −59.7% | +9.4% | +177.3% | 56% |
| 3-year (a year) | 107 | −25.3% | +2.7% | +36.6% | 56% |
| 5-year (a year) | 83 | −14.8% | −0.3% | +26.1% | 49% |
| 10-year (a year) | 23 | −6.3% | +2.1% | +11.8% | 61% |
Every holding period starting at a month-end since 2014. Returns for 3 years and longer are annualized.
BBC performance overview
Virtus LifeSci Biotech Clinical Trials ETF (BBC) returned +39.1% over the past year and +8.0% a year over ten years, with distributions reinvested. Since its first recorded price in 2014 it has returned +4.1% a year, turning $10,000 into about $16,168. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −76.9%, from Feb 8, 2021 to Apr 8, 2025; the fund has not yet regained that high. BBC finished 5 of its 11 full calendar years with a gain; the best year was 2019 (+63.8%) and the worst 2016 (−36.6%). Volatility has been 36.0% a year.
Related: BBC chart, BBC holdings, BBC dividends. See the BBC overview for the latest quote and fund facts.
BBC performance FAQ
What is the BBC return over the past year?
BBC returned +39.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 36.8%.
What is the average annual return of BBC?
BBC has returned −0.8% a year over 5 years, +8.0% a year over 10 years, +4.1% a year since December 17, 2014 (total return, distributions reinvested).
How much would $10,000 invested in BBC be worth?
$10,000 invested in BBC at its first recorded close on December 17, 2014 would be worth about $16,168 on October 23, 2026 with distributions reinvested.
What was the worst year for BBC?
The worst calendar year was 2016, with a total return of −36.6%. The best was 2019 at +63.8%.
What is the biggest drawdown of BBC?
The largest peak-to-trough decline was −76.9% between February 8, 2021 and April 8, 2025. It has not yet recovered to that high; it is 31.4% below its peak.
How volatile is BBC?
Over the past 3 years BBC had an annualized volatility of 35.9% and a Sharpe ratio of 0.88 (excess return over 1–3 month T-bills per unit of risk).