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SRLN vs. EVF
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SRLN vs. EVF - Performance Comparison

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

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SRLN vs. EVF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SRLN
SPDR Blackstone Senior Loan ETF
-1.58%6.77%8.43%11.62%-5.30%4.49%3.13%10.03%-0.66%3.39%
EVF
Eaton Vance Senior Income Trust
-3.15%-6.15%7.31%34.53%-14.77%11.80%6.14%14.36%-2.40%3.08%

Returns By Period

In the year-to-date period, SRLN achieves a -1.58% return, which is significantly higher than EVF's -3.15% return. Over the past 10 years, SRLN has underperformed EVF with an annualized return of 4.48%, while EVF has yielded a comparatively higher 6.36% annualized return.


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%

EVF

1D
2.67%
1M
-1.19%
YTD
-3.15%
6M
-4.82%
1Y
-6.53%
3Y*
8.26%
5Y*
3.55%
10Y*
6.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SRLN vs. EVF — Risk / Return Rank

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

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

EVF
EVF Risk / Return Rank: 1515
Overall Rank
EVF Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
EVF Sortino Ratio Rank: 1717
Sortino Ratio Rank
EVF Omega Ratio Rank: 1414
Omega Ratio Rank
EVF Calmar Ratio Rank: 2323
Calmar Ratio Rank
EVF Martin Ratio Rank: 22
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.

SRLN vs. EVF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Blackstone Senior Loan ETF (SRLN) and Eaton Vance Senior Income Trust (EVF). 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.


SRLNEVFDifference

Sharpe ratio

Return per unit of total volatility

1.22

-0.52

+1.74

Sortino ratio

Return per unit of downside risk

1.78

-0.62

+2.40

Omega ratio

Gain probability vs. loss probability

1.32

0.90

+0.42

Calmar ratio

Return relative to maximum drawdown

1.56

-0.57

+2.12

Martin ratio

Return relative to average drawdown

5.67

-1.92

+7.59

SRLN vs. EVF - Sharpe Ratio Comparison

The current SRLN Sharpe Ratio is 1.22, which is higher than the EVF Sharpe Ratio of -0.52. The chart below compares the historical Sharpe Ratios of SRLN and EVF, 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


SRLNEVFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.22

-0.52

+1.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.15

0.29

+0.86

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

0.45

+0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.26

+0.41

Correlation

The correlation between SRLN and EVF 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

SRLN vs. EVF - Dividend Comparison

SRLN's dividend yield for the trailing twelve months is around 7.73%, less than EVF's 9.76% yield.


TTM20252024202320222021202020192018201720162015
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%
EVF
Eaton Vance Senior Income Trust
9.76%9.58%10.13%10.51%9.45%5.37%6.16%6.58%6.27%5.57%6.06%7.73%

Drawdowns

SRLN vs. EVF - Drawdown Comparison

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


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Drawdown Indicators


SRLNEVFDifference

Max Drawdown

Largest peak-to-trough decline

-22.29%

-62.41%

+40.12%

Max Drawdown (1Y)

Largest decline over 1 year

-3.31%

-11.36%

+8.05%

Max Drawdown (5Y)

Largest decline over 5 years

-7.93%

-23.76%

+15.83%

Max Drawdown (10Y)

Largest decline over 10 years

-22.29%

-41.01%

+18.72%

Current Drawdown

Current decline from peak

-1.94%

-11.87%

+9.93%

Average Drawdown

Average peak-to-trough decline

-1.11%

-8.32%

+7.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.93%

3.48%

-2.55%

Volatility

SRLN vs. EVF - Volatility Comparison

The current volatility for SPDR Blackstone Senior Loan ETF (SRLN) is 1.77%, while Eaton Vance Senior Income Trust (EVF) has a volatility of 4.40%. This indicates that SRLN experiences smaller price fluctuations and is considered to be less risky than EVF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SRLNEVFDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.77%

4.40%

-2.63%

Volatility (6M)

Calculated over the trailing 6-month period

2.55%

6.10%

-3.55%

Volatility (1Y)

Calculated over the trailing 1-year period

4.32%

12.63%

-8.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.89%

12.41%

-8.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.05%

14.19%

-8.14%