PortfoliosLab logoPortfoliosLab logo
Highland iBoxx Senior Loan ETF (SNLN)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

Inception Date
Nov 8, 2012
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
Markit iBoxx USD Liquid Leveraged Loan Index
Distribution Policy
Accumulating
Asset Class
Bond

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Highland iBoxx Senior Loan ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


Loading graphics...

S&P 500 Index

Returns By Period


Highland iBoxx Senior Loan ETF

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20233.42%-0.05%0.12%0.10%-0.71%2.05%0.39%-0.04%0.48%5.84%
2022-0.18%-0.78%-0.19%-0.19%-2.75%-2.02%2.06%0.54%-1.99%0.78%1.21%-0.22%-3.76%
20210.93%0.26%-0.11%0.35%0.02%0.35%-0.48%0.44%-0.01%0.29%-0.70%0.71%2.05%
2020-0.24%-2.35%-8.39%1.29%2.09%-0.77%1.21%0.53%-1.24%-0.43%2.18%0.71%-5.73%
20192.18%1.79%-0.22%1.83%-0.70%-0.17%0.93%-0.72%0.50%-0.46%0.70%1.20%7.03%
20181.40%-0.07%0.49%0.22%-0.08%-0.18%0.98%0.59%0.49%-0.71%-1.21%-2.81%-0.95%

Benchmark Metrics

Highland iBoxx Senior Loan ETF has an annualized alpha of -0.00%, beta of 0.14, and R² of 0.25 versus S&P 500 Index. Calculated based on daily prices since November 08, 2012.

  • This ETF participated in 21.39% of S&P 500 Index downside but only 14.20% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.14 may look defensive, but with R² of 0.25 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 0.25 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
-0.00%
Beta
0.14
0.25
Upside Capture
14.20%
Downside Capture
21.39%

Expense Ratio

SNLN has an expense ratio of 0.75%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Highland iBoxx Senior Loan ETF (SNLN) and compare them to a chosen benchmark (S&P 500 Index).


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

Highland iBoxx Senior Loan ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


3.00%3.50%4.00%4.50%5.00%$0.00$0.20$0.40$0.60$0.8020152016201720182019202020212022
Dividends
Dividend Yield
PeriodTTM20222021202020192018201720162015
Dividend$0.00$0.71$0.45$0.51$0.83$0.86$0.86$0.82$0.79

Dividend yield

0.00%4.88%2.83%3.21%4.72%5.03%4.75%4.36%4.36%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2023$0.15$0.13$0.10$0.09$0.10$0.08$0.10$0.06$0.00$0.80
2022$0.04$0.03$0.03$0.03$0.05$0.05$0.06$0.06$0.06$0.05$0.12$0.12$0.71
2021$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.05$0.05$0.05$0.04$0.06$0.45
2020$0.07$0.06$0.07$0.04$0.05$0.04$0.04$0.03$0.04$0.04$0.03$0.02$0.51
2019$0.07$0.07$0.07$0.08$0.09$0.07$0.07$0.08$0.06$0.05$0.05$0.06$0.83
2018$0.07$0.07$0.07$0.07$0.08$0.08$0.07$0.07$0.07$0.07$0.07$0.09$0.86

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.


Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the Highland iBoxx 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 Highland iBoxx Senior Loan ETF was 18.74%, occurring on Mar 23, 2020. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-18.74%Jan 16, 202046Mar 23, 2020
-6.66%May 28, 2015141Dec 15, 2015145Jul 14, 2016286
-5.16%Oct 8, 201854Dec 24, 201875Apr 12, 2019129
-3.21%Jul 7, 2014115Dec 16, 201477Apr 9, 2015192
-1.88%May 13, 201330Jun 24, 201361Sep 19, 201391

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...