BRLN ETF

$50.49

Returns Overview

1 Month
-0.18%
3 Months
+1.37%
6 Months
+0.92%
YTD
+0.90%
1 Year
+4.25%
3 Years (annualized)
+7.11%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BRLN have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar LSTA Leverage Loan Index
This ETF (YTD)
+0.90%
Peer Avg (YTD)
+3.23%
vs Peers
-2.32%

BRLN ETF Performance

BRLN performance across multiple time periods: 1-month -0.18%, YTD 0.90%, 1-year 4.25%, 3-year 7.11%.

BRLN returns trail the peer average of 3.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this ETF.

BRLN performance comparison shows side-by-side returns with another fund. BRLN alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.18%N/A
3 Months+1.37%N/A
6 Months+0.92%N/A
1 Year+4.25%N/A
3 Years+7.11%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized