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FTSL: First Trust Senior Loan Fund (ETF)
Basic Info 46.07 0.02(0.04%) July 11
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 05/02/2013 |
| Last Dividend Date: | 06/26/2025 |
| 12-Mo. Yield | 7.13% |
| Expenses | - |
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Performance Analytics (As of 07/11/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/02/2013 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 3.1 | 7.4 | 8.9 | 6.0 | 4.2 | 4.0 | 8.3 | 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 | 0.84 | 1.44 | 1.65 | 1.12 | 0.53 | 0.57 | 2.32 | 2.58 | -0.72 | 1.87 | 0.19 | 2.47 | -1.5 | 1.27 | 3.23 | 0.03 | 0.48 | 1.24 |
| Draw Down(%) | NA | 2.7 | 2.7 | 4.1 | 7.0 | 22.7 | 22.7 | 1.1 | 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 | 3.5 | 2.9 | 3.4 | 3.5 | 5.3 | 4.9 | 2.0 | 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 | 0.3 | 0.44 | 0.47 | 0.34 | 0.2 | 0.21 | 0.52 | 0.65 | -0.28 | 0.59 | 0.11 | 1.2 | -0.83 | 0.53 | 1.75 | 0.02 | 0.29 | 3.35 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 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 | 0.09 | 0.12 | 0.12 | 0.14 | 0.13 | 0.09 | 0.12 | 0.14 | 0.07 | 0.24 | 0.07 | 0.03 | 0.03 | 0.04 | 0.03 | 0.05 | 0.01 |
| RSquared | NA | 0.47 | 0.44 | 0.39 | 0.34 | 0.26 | 0.24 | 0.34 | 0.29 | 0.42 | 0.19 | 0.37 | 0.07 | 0.09 | 0.03 | 0.06 | 0.03 | 0.04 | 0.0 |
| Yield(%) | N/A | 3.4 | 7.1 | 7.4 | 5.7 | 4.5 | N/A | 7.6 | 7.8 | 4.4 | 3.2 | 3.5 | 4.7 | 4.1 | 3.2 | 3.8 | 3.5 | 3.7 | 2.6 |
| Dividend Growth(%) | N/A | -55.4 | -8.4 | 93.1 | 40.0 | N/A | N/A | -0.1 | 64.5 | 39.8 | -8.1 | -22.3 | 9.1 | 26.4 | -13.9 | 5.6 | -6.4 | 38.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/02/2013
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