EFR ETF

$10.65

Returns Overview

1 Month
+1.53%
3 Months
+3.09%
6 Months
-2.29%
YTD
-0.08%
1 Year
+1.82%
3 Years
+7.22%
5 Years
+4.97%
10 Years
+8.77%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EFR 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+1.53%

3 Months Performance

+3.09%

6 Months Performance

-2.29%

1 Year Performance

+1.82%

Benchmark & Peers

Benchmark
S&P/LSTA Leveraged Loan Total Return Index(SPBDAL)
This ETF (YTD)
-0.08%
Peer Avg (YTD)
+3.23%
vs Peers
-3.31%

EFR ETF Performance

EFR performance across multiple time periods: 1-month 1.53%, YTD -0.08%, 1-year 1.82%, 3-year 7.22%, 5-year 4.97%, 10-year 8.77%.

EFR returns trail the peer average of 3.23% YTD. With an expense ratio of 5.17%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.53%Jun 15, 2026 to Jul 13, 2026
3 Months+3.09%Apr 13, 2026 to Jul 13, 2026
6 Months-2.29%Jan 13, 2026 to Jul 13, 2026
1 Year+1.82%N/A
3 Years+7.22%N/A
5 Years+4.97%N/A

All returns shown are total returns, not annualized