Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SNLN (Highland/iBoxx Senior Loan ETF) NA 17.49% 6.51% 2.98% 2.73% NA NA
Data as of 09/19/2023, Common starting date is 11/08/2012
More Performance Analytics Comparison
Name Start Date End Date
SNLN (Highland/iBoxx Senior Loan ETF) 11/08/2012 09/19/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.14 17.49 6.51 2.98 2.73 NA NA 15.11 0.76 3.40 -5.72 7.02 -0.95 1.67 8.60 -1.99 0.55 3.52 1.34
Sharpe Ratio NA 2.02 0.93 0.25 0.36 NA NA 2.66 -0.10 1.24 -0.49 2.03 -1.09 0.59 3.03 -0.43 0.22 1.34 2.94
Standard Deviation(%) NA 6.76 5.21 6.81 5.23 NA NA 6.60 6.07 2.73 12.04 2.77 2.09 1.77 2.76 4.65 2.45 2.61 3.41
Draw Down(%) NA 1.82 6.10 18.75 18.75 NA NA 1.61 6.10 1.43 18.75 1.14 5.15 0.92 1.57 6.66 3.20 1.89 0.80
Yield(%) 0.00 7.40 4.29 3.90 3.84 2.86 2.14 5.53 4.40 2.86 2.93 4.82 4.74 4.61 4.53 4.10 4.23 4.86 0.74
Data as of 09/19/2023, Common starting date is 11/08/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SNLN (Highland/iBoxx Senior Loan ETF) -1.70%
Jun 2019 – Jun 2022
-0.05%
Jun 2017 – Jun 2022
1.61%
Dec 2012 – Dec 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SNLN (Highland/iBoxx Senior Loan ETF) 6.49%
Aug 2020 – Aug 2023
2.90%
Aug 2018 – Aug 2023
2.77%
Aug 2013 – Aug 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return