SRLN ETF

$40.44

Returns Overview

1 Month
-0.31%
3 Months
+2.00%
6 Months
+0.51%
YTD
+0.42%
1 Year
+4.24%
3 Years (annualized)
+7.12%
5 Years (annualized)
+4.37%
10 Years (annualized)
+4.31%

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
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)
+0.42%
Peer Avg (YTD)
+3.23%
vs Peers
-2.81%

SRLN ETF Performance

SRLN performance across multiple time periods: 1-month -0.31%, YTD 0.42%, 1-year 4.24%, 3-year 7.12%, 5-year 4.37%, 10-year 4.31%.

SRLN returns trail the peer average of 3.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.31%N/A
3 Months+2.00%N/A
6 Months+0.51%N/A
1 Year+4.24%N/A
3 Years+7.12%N/A
5 Years+4.37%N/A

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