SRLN ETF

SRLN ETF
$40.78
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Returns Overview

1 Month
+1.00%
3 Months
+1.27%
6 Months
+1.96%
YTD
+1.42%
1 Year
+4.38%
3 Years (annualized)
+7.10%
5 Years (annualized)
+4.68%
10 Years (annualized)
+4.28%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SRLN 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
Morningstar LSTA Leverage Loan Index
This ETF (YTD)
+1.42%
Peer Avg (YTD)
+0.12%
vs Peers
+1.30%

SRLN ETF Performance

SRLN performance across multiple time periods: 1-month 1.00%, YTD 1.42%, 1-year 4.38%, 3-year 7.10%, 5-year 4.68%, 10-year 4.28%.

SRLN returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.00%N/A
3 Months+1.27%N/A
6 Months+1.96%N/A
1 Year+4.38%N/A
3 Years+7.10%N/A
5 Years+4.68%N/A

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