BCONX vs. FLRT

In the year-to-date period, BCONX achieves a 1.38% return, which is significantly higher than FLRT's 0.70% return.

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BCONX has a 0.78% expense ratio, which is higher than FLRT's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Barrow Hanley Credit Opportunities Fund (BCONX) and Pacific Global Senior Loan ETF (FLRT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current BCONX Sharpe Ratio is 2.80, which is higher than the FLRT Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of BCONX and FLRT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BCONX's dividend yield for the trailing twelve months is around 8.60%, more than FLRT's 7.54% yield.

The maximum BCONX drawdown since its inception was -8.88%, smaller than the maximum FLRT drawdown of -20.96%. Use the drawdown chart below to compare losses from any high point for BCONX and FLRT. For additional features, visit the drawdowns tool.

The current volatility for Barrow Hanley Credit Opportunities Fund (BCONX) is 1.13%, while Pacific Global Senior Loan ETF (FLRT) has a volatility of 1.66%. This indicates that BCONX experiences smaller price fluctuations and is considered to be less risky than FLRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.