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SRLN: SPDR Blackstone Senior Loan ETF (ETF)
Basic Info 40.34 0.01(0.02%) June 09
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 04/04/2013 |
| Last Dividend Date: | 06/01/2026 |
| 12-Mo. Yield | 7.36% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/04/2013 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 0.7 | 5.3 | 7.7 | 4.6 | 4.5 | 3.8 | 6.8 | 8.4 | 11.6 | -5.3 | 4.5 | 3.1 | 10.0 | -0.7 | 3.4 | 7.1 | -1.3 | 1.0 | 1.8 |
| Sharpe Ratio | NA | -0.3 | 1.01 | 1.51 | 0.53 | 0.47 | 0.46 | 1.05 | 2.56 | 2.48 | -1.08 | 2.41 | 0.17 | 3.19 | -1.14 | 2.6 | 3.49 | -0.39 | 0.42 | 1.8 |
| Draw Down(%) | NA | 3.3 | 3.3 | 4.3 | 7.9 | 22.3 | 22.3 | 4.3 | 1.4 | 2.8 | 7.9 | 1.3 | 22.3 | 1.2 | 4.6 | 0.4 | 1.6 | 4.6 | 2.7 | 1.2 |
| Standard Deviation(%) | NA | 4.0 | 2.9 | 3.0 | 3.9 | 6.1 | 5.5 | 3.7 | 1.9 | 3.2 | 6.3 | 1.9 | 16.7 | 2.7 | 1.8 | 1.1 | 2.0 | 3.4 | 2.4 | 1.3 |
| Treynor Ratio | NA | -0.06 | 0.2 | 0.32 | 0.13 | 0.14 | 0.13 | 0.25 | 0.51 | 0.57 | -0.38 | 0.65 | 0.08 | 0.8 | -0.47 | 0.77 | 1.24 | -0.16 | 0.28 | 1.21 |
| Alpha | NA | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | -0.01 | 0.01 | -0.02 | 0.02 | -0.01 | 0.01 | 0.02 | -0.01 | 0.0 | 0.01 |
| Beta | NA | 0.2 | 0.15 | 0.14 | 0.15 | 0.21 | 0.19 | 0.16 | 0.09 | 0.14 | 0.18 | 0.07 | 0.36 | 0.11 | 0.04 | 0.04 | 0.06 | 0.08 | 0.04 | 0.02 |
| RSquared | NA | 0.43 | 0.4 | 0.51 | 0.47 | 0.41 | 0.36 | 0.65 | 0.43 | 0.35 | 0.49 | 0.26 | 0.57 | 0.26 | 0.17 | 0.06 | 0.15 | 0.14 | 0.03 | 0.03 |
| Yield(%) | N/A | 2.9 | 7.3 | 8.2 | 6.5 | 5.5 | N/A | 7.6 | 8.5 | 8.6 | 5.1 | 4.5 | 4.8 | 5.6 | 4.7 | 4.0 | 4.1 | 4.2 | 3.6 | 1.9 |
| Dividend Growth(%) | N/A | -62.7 | -10.1 | 44.5 | 38.7 | N/A | N/A | -11.6 | 1.2 | 51.3 | 15.3 | -9.4 | -10.8 | 12.8 | 17.7 | 1.1 | -8.4 | 14.6 | 87.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/04/2013
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