Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SRLN (SPDR Blackstone Senior Loan ETF) | -2.61% | 3.75% | 4.05% | 5.60% | 3.45% | NA | NA | 3.31% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRLN (SPDR Blackstone Senior Loan ETF) | 04/04/2013 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 04/04/2013.
AR inception is since 04/04/2013.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.92 | 3.75 | 4.05 | 5.60 | 3.45 | NA | NA | 3.31 | -2.61 | 8.43 | 11.62 | -5.30 | 4.49 | 3.13 | 10.03 | -0.66 | 3.39 | 7.14 | -1.29 | 1.03 | 1.80 |
| Sharpe Ratio | NA | -87.85 | -8.31 | 62.13 | 28.48 | NA | NA | 33.17 | -212.86 | 97.82 | 229.23 | -106.82 | 240.87 | 17.29 | 321.81 | -110.42 | 262.82 | 349.61 | -38.87 | 42.45 | 180.39 |
| Standard Deviation(%) | NA | 3.84 | 4.51 | 4.43 | 6.10 | NA | NA | 5.64 | 6.52 | 1.88 | 3.24 | 6.28 | 1.85 | 16.70 | 2.68 | 1.79 | 1.05 | 1.98 | 3.40 | 2.39 | 1.33 |
| Draw Down(%) | NA | 5.48 | 6.96 | 7.93 | 22.29 | NA | NA | 22.29 | 5.48 | 1.36 | 2.77 | 7.93 | 1.31 | 22.29 | 1.21 | 4.61 | 0.44 | 1.63 | 4.64 | 2.71 | 1.19 |
| Yield(%) | 0.00 | 7.04 | 6.88 | 6.38 | 4.87 | 3.63 | 2.72 | 4.54 | 0.67 | 8.54 | 8.60 | 5.12 | 4.45 | 4.80 | 5.61 | 4.71 | 3.98 | 4.05 | 4.19 | 3.56 | 1.90 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRLN (SPDR Blackstone Senior Loan ETF) |
-0.96%
Mar 2017 - Mar 2020 |
0.36%
Mar 2015 - Mar 2020 |
2.60%
May 2013 - May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRLN (SPDR Blackstone Senior Loan ETF) |
6.52%
Mar 2020 - Mar 2023 |
7.18%
Mar 2020 - Mar 2025 |
4.10%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart