EFR ETF

EFR ETF
$10.47
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Returns Overview

1 Month
+0.50%
3 Months
+1.29%
6 Months
+1.01%
YTD
+0.40%
1 Year
+1.78%
3 Years (annualized)
+6.68%
5 Years (annualized)
+5.11%
10 Years (annualized)
+8.47%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P/LSTA Leveraged Loan Total Return Index(SPBDAL)
This ETF (YTD)
+0.40%
Peer Avg (YTD)
+0.12%
vs Peers
+0.28%

EFR ETF Performance

EFR performance across multiple time periods: 1-month 0.50%, YTD 0.40%, 1-year 1.78%, 3-year 6.68%, 5-year 5.11%, 10-year 8.47%.

EFR returns outperform the peer average of 0.12% YTD. With an expense ratio of 5.17%, investors should weigh costs against performance when evaluating this ETF.

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

Compare EFR

EFR vs SPYEFR vs QQQEFR vs VOOEFR vs VTIEFR vs IVVEFR vs SCHDEFR vs VYMEFR vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.50%N/A
3 Months+1.29%N/A
6 Months+1.01%N/A
1 Year+1.78%N/A
3 Years+6.68%N/A
5 Years+5.11%N/A

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