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FTSL: First Trust Senior Loan Fund (ETF)
Basic Info 46.24 0.01(0.02%) May 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | (98%) |
Start Date: | 05/02/2013 |
Last Dividend Date: | 04/23/2024 |
12-Mo. Yield | 7.91% |
Expenses | - |
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Performance Analytics (As of 05/08/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/02/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 3.0 | 11.0 | 4.6 | 4.3 | 3.7 | 3.6 | 11.5 | -2.5 | 3.9 | 3.0 | 10.1 | -1.3 | 2.2 | 7.5 | 0.1 | 1.5 | 1.8 |
Sharpe Ratio | NA | 2.4 | 3.0 | 0.6 | 0.38 | 0.5 | 0.52 | 2.38 | -0.71 | 1.87 | 0.2 | 2.49 | -1.46 | 1.29 | 3.24 | 0.03 | 0.48 | 1.24 |
Draw Down(%) | NA | 0.4 | 0.7 | 7.0 | 22.7 | 22.7 | 22.7 | 1.6 | 7.0 | 0.9 | 22.7 | 1.2 | 4.6 | 0.6 | 1.5 | 3.4 | 2.5 | 1.8 |
Standard Deviation(%) | NA | 2.0 | 2.3 | 3.8 | 7.0 | 5.3 | 5.1 | 3.1 | 5.5 | 2.1 | 13.9 | 3.5 | 1.8 | 1.2 | 2.3 | 2.6 | 3.1 | 2.2 |
Treynor Ratio | NA | 0.47 | 0.64 | 0.18 | 0.15 | 0.18 | 0.19 | 0.6 | -0.27 | 0.6 | 0.11 | 1.2 | -0.81 | 0.54 | 1.75 | 0.02 | 0.29 | 3.35 |
Alpha | NA | 0.01 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | -0.01 | 0.03 | -0.01 | 0.0 | 0.03 | 0.0 | 0.0 | 0.01 |
Beta | NA | 0.1 | 0.11 | 0.13 | 0.18 | 0.14 | 0.14 | 0.12 | 0.14 | 0.07 | 0.24 | 0.07 | 0.03 | 0.03 | 0.04 | 0.03 | 0.05 | 0.01 |
RSquared | NA | 0.4 | 0.33 | 0.37 | 0.32 | 0.24 | 0.23 | 0.29 | 0.42 | 0.18 | 0.37 | 0.07 | 0.09 | 0.03 | 0.06 | 0.03 | 0.04 | 0.0 |
Yield(%) | N/A | 2.6 | 7.9 | 5.5 | 4.8 | 4.1 | N/A | 7.7 | 4.4 | 3.2 | 3.4 | 4.7 | 4.0 | 3.2 | 3.8 | 3.5 | 3.6 | 2.6 |
Dividend Growth(%) | N/A | -65.1 | 32.3 | 39.8 | 27.1 | N/A | N/A | 63.7 | 38.6 | -7.3 | -22.2 | 9.8 | 25.3 | -14.0 | 4.7 | -3.9 | 35.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/02/2013
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