Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SRLN (SPDR Blackstone Senior Loan ETF) | 3.77% | 8.38% | 8.49% | 6.12% | 4.09% | NA | NA | 3.86% |
Data as of 07/08/2025, AR inception is 04/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRLN (SPDR Blackstone Senior Loan ETF) | 04/04/2013 | 07/08/2025 |
| 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 (%) | 0.12 | 8.38 | 8.49 | 6.12 | 4.09 | NA | NA | 3.86 | 3.77 | 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 | 1.22 | 1.26 | 0.97 | 0.43 | NA | NA | 0.46 | 0.70 | 2.56 | 2.48 | -1.08 | 2.41 | 0.17 | 3.19 | -1.14 | 2.60 | 3.49 | -0.39 | 0.42 | 1.80 |
| Standard Deviation(%) | NA | 3.87 | 3.87 | 3.96 | 6.10 | NA | NA | 5.60 | 5.05 | 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 | 4.26 | 5.50 | 7.93 | 22.29 | NA | NA | 22.29 | 4.26 | 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(%) | 0.65 | 8.00 | 8.05 | 6.57 | 5.07 | 3.81 | 2.85 | 4.76 | 3.81 | 8.54 | 8.60 | 5.12 | 4.45 | 4.80 | 5.61 | 4.71 | 3.98 | 4.05 | 4.19 | 3.56 | 1.90 |
Data as of 07/08/2025, AR inception is 04/04/2013
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) |
8.24%
Jun 2022 - Jun 2025 |
7.32%
Mar 2020 - Mar 2025 |
4.10%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart