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BFEB vs. SRLN
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BFEB vs. SRLN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Innovator S&P 500 Buffer ETF - February (BFEB) and SPDR Blackstone Senior Loan ETF (SRLN). The values are adjusted to include any dividend payments, if applicable.

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BFEB vs. SRLN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
BFEB
Innovator S&P 500 Buffer ETF - February
-1.98%12.99%17.58%22.35%-6.76%18.05%10.17%
SRLN
SPDR Blackstone Senior Loan ETF
-1.58%6.77%8.43%11.62%-5.30%4.49%3.29%

Returns By Period

In the year-to-date period, BFEB achieves a -1.98% return, which is significantly lower than SRLN's -1.58% return.


BFEB

1D
2.08%
1M
-3.52%
YTD
-1.98%
6M
0.96%
1Y
14.86%
3Y*
14.25%
5Y*
10.24%
10Y*

SRLN

1D
0.55%
1M
1.20%
YTD
-1.58%
6M
0.17%
1Y
5.24%
3Y*
7.42%
5Y*
4.46%
10Y*
4.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BFEB vs. SRLN - Expense Ratio Comparison

BFEB has a 0.79% expense ratio, which is higher than SRLN's 0.70% expense ratio.


Return for Risk

BFEB vs. SRLN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BFEB
BFEB Risk / Return Rank: 7070
Overall Rank
BFEB Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
BFEB Sortino Ratio Rank: 6969
Sortino Ratio Rank
BFEB Omega Ratio Rank: 7373
Omega Ratio Rank
BFEB Calmar Ratio Rank: 6666
Calmar Ratio Rank
BFEB Martin Ratio Rank: 8080
Martin Ratio Rank

SRLN
SRLN Risk / Return Rank: 7171
Overall Rank
SRLN Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
SRLN Sortino Ratio Rank: 7474
Sortino Ratio Rank
SRLN Omega Ratio Rank: 8484
Omega Ratio Rank
SRLN Calmar Ratio Rank: 6565
Calmar Ratio Rank
SRLN Martin Ratio Rank: 6262
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.

BFEB vs. SRLN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Innovator S&P 500 Buffer ETF - February (BFEB) and SPDR Blackstone Senior Loan ETF (SRLN). 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.


BFEBSRLNDifference

Sharpe ratio

Return per unit of total volatility

1.14

1.22

-0.08

Sortino ratio

Return per unit of downside risk

1.74

1.78

-0.04

Omega ratio

Gain probability vs. loss probability

1.27

1.32

-0.05

Calmar ratio

Return relative to maximum drawdown

1.67

1.56

+0.12

Martin ratio

Return relative to average drawdown

8.76

5.67

+3.09

BFEB vs. SRLN - Sharpe Ratio Comparison

The current BFEB Sharpe Ratio is 1.14, which is comparable to the SRLN Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of BFEB and SRLN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BFEBSRLNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.14

1.22

-0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.90

1.15

-0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

Sharpe Ratio (All Time)

Calculated using the full available price history

0.79

0.67

+0.12

Correlation

The correlation between BFEB and SRLN is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

BFEB vs. SRLN - Dividend Comparison

BFEB has not paid dividends to shareholders, while SRLN's dividend yield for the trailing twelve months is around 7.73%.


TTM20252024202320222021202020192018201720162015
BFEB
Innovator S&P 500 Buffer ETF - February
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SRLN
SPDR Blackstone Senior Loan ETF
7.73%7.67%8.58%8.44%5.72%4.45%4.91%5.39%4.98%4.01%3.94%4.43%

Drawdowns

BFEB vs. SRLN - Drawdown Comparison

The maximum BFEB drawdown since its inception was -26.37%, which is greater than SRLN's maximum drawdown of -22.29%. Use the drawdown chart below to compare losses from any high point for BFEB and SRLN.


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Drawdown Indicators


BFEBSRLNDifference

Max Drawdown

Largest peak-to-trough decline

-26.37%

-22.29%

-4.08%

Max Drawdown (1Y)

Largest decline over 1 year

-9.20%

-3.31%

-5.89%

Max Drawdown (5Y)

Largest decline over 5 years

-14.84%

-7.93%

-6.91%

Max Drawdown (10Y)

Largest decline over 10 years

-22.29%

Current Drawdown

Current decline from peak

-4.46%

-1.94%

-2.52%

Average Drawdown

Average peak-to-trough decline

-2.75%

-1.11%

-1.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.76%

0.93%

+0.83%

Volatility

BFEB vs. SRLN - Volatility Comparison

Innovator S&P 500 Buffer ETF - February (BFEB) has a higher volatility of 3.97% compared to SPDR Blackstone Senior Loan ETF (SRLN) at 1.77%. This indicates that BFEB's price experiences larger fluctuations and is considered to be riskier than SRLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BFEBSRLNDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.97%

1.77%

+2.20%

Volatility (6M)

Calculated over the trailing 6-month period

6.48%

2.55%

+3.93%

Volatility (1Y)

Calculated over the trailing 1-year period

13.15%

4.32%

+8.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.40%

3.89%

+7.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.33%

6.05%

+8.28%