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EVF vs. SRLN
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EVF vs. SRLN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eaton Vance Senior Income Trust (EVF) and SPDR Blackstone Senior Loan ETF (SRLN). The values are adjusted to include any dividend payments, if applicable.

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EVF vs. SRLN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EVF
Eaton Vance Senior Income Trust
-2.96%-6.15%7.31%34.53%-14.77%11.80%6.14%14.36%-2.40%3.08%
SRLN
SPDR Blackstone Senior Loan ETF
-1.39%6.77%8.43%11.62%-5.30%4.49%3.13%10.03%-0.66%3.39%

Returns By Period

In the year-to-date period, EVF achieves a -2.96% return, which is significantly lower than SRLN's -1.39% return. Over the past 10 years, EVF has outperformed SRLN with an annualized return of 6.39%, while SRLN has yielded a comparatively lower 4.50% annualized return.


EVF

1D
0.20%
1M
-1.38%
YTD
-2.96%
6M
-4.98%
1Y
-5.85%
3Y*
8.33%
5Y*
3.59%
10Y*
6.39%

SRLN

1D
0.20%
1M
1.56%
YTD
-1.39%
6M
0.39%
1Y
5.55%
3Y*
7.49%
5Y*
4.50%
10Y*
4.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

EVF vs. SRLN — Risk / Return Rank

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

EVF
EVF Risk / Return Rank: 1616
Overall Rank
EVF Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
EVF Sortino Ratio Rank: 1818
Sortino Ratio Rank
EVF Omega Ratio Rank: 1515
Omega Ratio Rank
EVF Calmar Ratio Rank: 2222
Calmar Ratio Rank
EVF Martin Ratio Rank: 22
Martin Ratio Rank

SRLN
SRLN Risk / Return Rank: 6969
Overall Rank
SRLN Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
SRLN Sortino Ratio Rank: 7272
Sortino Ratio Rank
SRLN Omega Ratio Rank: 8484
Omega Ratio Rank
SRLN Calmar Ratio Rank: 6363
Calmar Ratio Rank
SRLN Martin Ratio Rank: 5757
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.

EVF vs. SRLN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Senior Income Trust (EVF) 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.


EVFSRLNDifference

Sharpe ratio

Return per unit of total volatility

-0.47

1.29

-1.75

Sortino ratio

Return per unit of downside risk

-0.55

1.88

-2.42

Omega ratio

Gain probability vs. loss probability

0.91

1.34

-0.43

Calmar ratio

Return relative to maximum drawdown

-0.56

1.65

-2.20

Martin ratio

Return relative to average drawdown

-1.86

5.85

-7.70

EVF vs. SRLN - Sharpe Ratio Comparison

The current EVF Sharpe Ratio is -0.47, which is lower than the SRLN Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of EVF 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


EVFSRLNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.47

1.29

-1.75

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.29

1.16

-0.87

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

0.75

-0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.68

-0.41

Correlation

The correlation between EVF and SRLN is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

EVF vs. SRLN - Dividend Comparison

EVF's dividend yield for the trailing twelve months is around 9.74%, more than SRLN's 7.70% yield.


TTM20252024202320222021202020192018201720162015
EVF
Eaton Vance Senior Income Trust
9.74%9.58%10.13%10.51%9.45%5.37%6.16%6.58%6.27%5.57%6.06%7.73%
SRLN
SPDR Blackstone Senior Loan ETF
7.70%7.67%8.58%8.44%5.72%4.45%4.91%5.39%4.98%4.01%3.94%4.43%

Drawdowns

EVF vs. SRLN - Drawdown Comparison

The maximum EVF drawdown since its inception was -62.41%, which is greater than SRLN's maximum drawdown of -22.29%. Use the drawdown chart below to compare losses from any high point for EVF and SRLN.


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Drawdown Indicators


EVFSRLNDifference

Max Drawdown

Largest peak-to-trough decline

-62.41%

-22.29%

-40.12%

Max Drawdown (1Y)

Largest decline over 1 year

-11.21%

-3.28%

-7.93%

Max Drawdown (5Y)

Largest decline over 5 years

-23.76%

-7.93%

-15.83%

Max Drawdown (10Y)

Largest decline over 10 years

-41.01%

-22.29%

-18.72%

Current Drawdown

Current decline from peak

-11.69%

-1.75%

-9.94%

Average Drawdown

Average peak-to-trough decline

-8.32%

-1.11%

-7.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.41%

0.93%

+2.48%

Volatility

EVF vs. SRLN - Volatility Comparison

Eaton Vance Senior Income Trust (EVF) has a higher volatility of 4.19% compared to SPDR Blackstone Senior Loan ETF (SRLN) at 1.78%. This indicates that EVF'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


EVFSRLNDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.19%

1.78%

+2.41%

Volatility (6M)

Calculated over the trailing 6-month period

6.09%

2.56%

+3.53%

Volatility (1Y)

Calculated over the trailing 1-year period

12.63%

4.32%

+8.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.41%

3.89%

+8.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.19%

6.05%

+8.14%