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ISIN
US00768Y5942
CUSIP
69434K403
Inception Date
Feb 19, 2015
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$625M

Share Price Chart


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Performance

FLRT Performance Chart

Pacific Global Senior Loan ETF (FLRT) is up 1.9% since the beginning of the year. FLRT is currently trading at $47 per share. Investors who bought $1,000 worth of FLRT shares 5 years ago would now be looking at an investment worth $1,336.


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S&P 500 Index

Returns By Period

Pacific Global Senior Loan ETF (FLRT) has returned 1.88% so far this year and 5.70% over the past 12 months. Over the last ten years, FLRT has returned 4.91% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Pacific Global Senior Loan ETF

1D
-0.04%
1M
0.24%
YTD
1.88%
6M
1.93%
1Y
5.70%
3Y*
8.56%
5Y*
5.97%
10Y*
4.91%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FLRT Monthly Returns History

Based on dividend-adjusted daily data since Feb 19, 2015, FLRT's average daily return is +0.02%, while the average monthly return is +0.37%. At this rate, an investment would double in approximately 15.6 years.

Historically, 71% of months were positive and 29% were negative. The best month was Apr 2020 with a return of +4.8%, while the worst month was Mar 2020 at -11.3%. The longest winning streak lasted 16 consecutive months, and the longest losing streak was 9 months.

On a daily basis, FLRT closed higher 49% of trading days. The best single day was Mar 26, 2020 with a return of +5.3%, while the worst single day was Nov 28, 2016 at -4.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.31%-1.04%0.50%1.13%0.83%0.15%1.88%
20250.69%0.33%-0.33%-0.43%1.72%1.35%0.15%0.59%0.55%0.24%0.43%0.82%6.24%
20240.98%0.53%1.21%0.71%0.83%0.54%0.76%0.79%0.36%0.80%0.77%0.53%9.18%
20233.12%-0.05%-0.15%1.59%0.07%1.91%1.64%1.37%0.67%-0.21%1.98%1.83%14.59%
20220.14%-0.37%-0.71%0.05%-4.05%-1.73%1.73%1.83%-3.41%0.82%2.83%0.35%-2.72%
20210.80%0.20%-0.13%0.38%0.14%0.38%-0.06%0.46%0.34%0.27%-0.08%0.45%3.18%

Benchmark Metrics

Pacific Global Senior Loan ETF has an annualized alpha of 4.27%, beta of 0.03, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since February 19, 2015.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (18.58%) than losses (11.08%) - typical of diversified or defensive assets.
  • Beta of 0.03 may look defensive, but with R2 of 0.01 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.01 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
4.27%
Beta
0.03
0.01
Upside Capture
18.58%
Downside Capture
11.08%

Expense Ratio

FLRT has an expense ratio of 0.69%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FLRT ranks 84 for risk / return — in the top 84% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


FLRT Risk / Return Rank: 8484
Overall Rank
FLRT Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
FLRT Sortino Ratio Rank: 9696
Sortino Ratio Rank
FLRT Omega Ratio Rank: 9797
Omega Ratio Rank
FLRT Calmar Ratio Rank: 6666
Calmar Ratio Rank
FLRT Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Pacific Global Senior Loan ETF (FLRT) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FLRTBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+1.56

Sortino ratioReturn per unit of downside risk

+2.80

Omega ratioGain probability vs. loss probability

1.85

1.37

+0.48

Calmar ratioReturn relative to maximum drawdown

3.22

2.78

+0.44

Martin ratioReturn relative to average drawdown

11.76

12.44

-0.68

Dividends

Dividend History

Pacific Global Senior Loan ETF provided a 6.80% dividend yield over the last twelve months, with an annual payout of $3.19 per share.


3.00%4.00%5.00%6.00%7.00%8.00%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$3.19$3.27$3.77$3.96$2.61$1.54$1.72$2.12$1.86$1.58$1.69$1.52

Dividend yield

6.80%6.93%7.93%8.40%5.81%3.16%3.52%4.30%3.95%3.20%3.38%3.21%

Monthly Dividends

The table displays the monthly dividend distributions for Pacific Global Senior Loan ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.16$0.29$0.26$0.23$0.16$0.00$1.10
2025$0.21$0.30$0.26$0.22$0.18$0.32$0.25$0.31$0.26$0.25$0.29$0.41$3.27
2024$0.26$0.29$0.30$0.38$0.21$0.41$0.29$0.30$0.38$0.30$0.27$0.38$3.77
2023$0.23$0.27$0.29$0.37$0.26$0.32$0.37$0.31$0.30$0.40$0.34$0.48$3.96
2022$0.08$0.12$0.16$0.13$0.16$0.18$0.28$0.26$0.22$0.31$0.31$0.40$2.61
2021$0.10$0.12$0.12$0.12$0.12$0.13$0.14$0.12$0.14$0.00$0.00$0.42$1.54

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Pacific Global Senior Loan ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Pacific Global Senior Loan ETF was 20.96%, occurring on Mar 24, 2020. Recovery took 160 trading sessions.

The current Pacific Global Senior Loan ETF drawdown is 0.11%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-20.96%Mar 2020
2mo 1d7mo 20d
9mo 21dJan 2020 - Nov 2020
Bear market2022
-7.60%Jul 2022
5mo 24d6mo 22d
1y 11dJan 2022 - Feb 2023
2017 pullback2017
-6.59%Feb 2017
29d1y 5mo
1y 6moJan 2017 - Aug 2018
Rate-hike selloffLate 2018
-4.88%Dec 2018
4mo2mo 7d
6mo 7dAug 2018 - Mar 2019
2016 pullback2016
-4.41%Nov 2016
0s15d
15dNov 2016 - Dec 2016

Drawdown Indicators


FLRTBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-20.96%

-56.78%

+35.82%

Max Drawdown (1Y)

Largest decline over 1 year

-1.78%

-9.10%

+7.32%

Max Drawdown (3Y)

Largest decline over 3 years

-2.87%

-18.90%

+16.03%

Max Drawdown (5Y)

Largest decline over 5 years

-7.60%

-25.43%

+17.83%

Max Drawdown (10Y)

Largest decline over 10 years

-20.96%

-33.92%

+12.96%

Current Drawdown

Current decline from peak

-0.11%

-1.80%

+1.69%

Average Drawdown

Average peak-to-trough decline

-1.41%

-10.71%

+9.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.49%

2.03%

-1.54%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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