Performance analysis of SRLN (STATE STREET(R) BLACKSTONE SENIOR LOAN ETF)
Annual Return
Over the past 3 years, SRLN has had an average annual return of +7.22%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, SRLN has had an average annual return of +4.73%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, SRLN has had an average annual return of +4.50%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Apr 4, 2013, SRLN has had an average annual return of +3.80%, underperforming the benchmark SPY, which returned +14.38% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.33% | +6.77% | +8.43% | +11.62% | -5.31% | +4.48% | +3.14% | +10.03% | -0.66% | +3.38% | +7.15% | -1.29% |
| 2014 | 2013 | ||||||||||
| +1.03% | +1.80% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.75% | -2.02% | +1.21% | +1.77% | +0.43% | -0.07% | +0.80% | +1.33% | |||||
| 2025 | +0.55% | +0.05% | -0.75% | -0.20% | +2.14% | +1.11% | +0.79% | +0.53% | +0.59% | +0.44% | +0.64% | +0.70% | +6.77% |
| 2024 | +0.07% | +0.96% | +0.87% | +0.42% | +1.01% | +0.04% | +0.60% | +0.97% | +0.54% | +0.93% | +1.29% | +0.42% | +8.43% |
| 2023 | +2.91% | -0.12% | -0.19% | +0.80% | -0.34% | +2.59% | +0.87% | +1.13% | +0.33% | -0.14% | +1.48% | +1.79% | +11.62% |
| 2022 | -0.09% | -0.73% | +0.09% | -0.71% | -2.89% | -2.82% | +2.52% | +1.16% | -4.13% | +1.70% | +0.92% | -0.25% | -5.31% |
| 2021 | +0.54% | +0.59% | -0.22% | +0.75% | +0.96% | +0.61% | -0.65% | +0.70% | +0.48% | +0.11% | -0.81% | +1.35% | +4.48% |
| 2020 | -0.17% | -1.88% | -11.56% | +4.91% | +3.66% | +1.04% | +2.29% | +1.89% | +0.22% | -0.61% | +2.38% | +1.94% | +3.14% |
| 2019 | +2.49% | +2.19% | -0.69% | +2.22% | -1.00% | +0.60% | +1.02% | -0.60% | +1.25% | -0.50% | +1.20% | +1.49% | +10.03% |
| 2018 | +1% | -0.03% | +0.24% | +0.40% | +0.00875% | -0.25% | +1% | +0.43% | +0.60% | -0.29% | -0.82% | -2.88% | -0.66% |
| 2017 | +0.04% | +0.54% | +0.17% | +0.31% | +0.45% | -0.00905% | +0.66% | -0.06% | +0.38% | +0.57% | -0.02% | +0.29% | +3.38% |
Drawdown analysis of SRLN (STATE STREET(R) BLACKSTONE SENIOR LOAN ETF)
The maximum drawdown for the SRLN was -22.29%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
Since Apr 4, 2013 SRLN has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.29% | Jan 23, 2020 | 41 | Mar 23, 2020 | 161 | Nov 9, 2020 | 202 |
| -7.94% | Jan 14, 2022 | 178 | Sep 30, 2022 | 194 | Jul 12, 2023 | 372 |
| -5.57% | Jul 16, 2015 | 146 | Feb 12, 2016 | 124 | Aug 10, 2016 | 270 |
| -4.61% | Oct 16, 2018 | 47 | Dec 24, 2018 | 41 | Feb 25, 2019 | 88 |
| -4.26% | Feb 18, 2025 | 34 | Apr 7, 2025 | 24 | May 12, 2025 | 58 |
| -3.26% | Jan 9, 2026 | 34 | Mar 2, 2026 | 43 | May 1, 2026 | 77 |
| -2.70% | Nov 28, 2014 | 13 | Dec 17, 2014 | 38 | Feb 12, 2015 | 51 |
| -1.88% | Sep 5, 2014 | 30 | Oct 17, 2014 | 27 | Nov 25, 2014 | 57 |
| -1.36% | Jul 22, 2024 | 10 | Aug 5, 2024 | 9 | Aug 16, 2024 | 19 |
| -1.31% | Nov 11, 2021 | 12 | Nov 30, 2021 | 17 | Dec 23, 2021 | 29 |
| -1.20% | Aug 1, 2019 | 10 | Aug 15, 2019 | 17 | Sep 10, 2019 | 27 |
| -1.19% | May 9, 2013 | 38 | Jul 3, 2013 | 14 | Jul 24, 2013 | 52 |
| -1.15% | May 3, 2019 | 19 | May 31, 2019 | 32 | Jul 17, 2019 | 51 |
| -1.14% | Feb 27, 2019 | 21 | Mar 28, 2019 | 6 | Apr 5, 2019 | 27 |
| -1.10% | Sep 20, 2019 | 14 | Oct 10, 2019 | 26 | Nov 15, 2019 | 40 |
| -0.90% | Sep 18, 2023 | 13 | Oct 5, 2023 | 20 | Nov 2, 2023 | 33 |
| -0.89% | Jul 2, 2021 | 21 | Aug 3, 2021 | 21 | Sep 1, 2021 | 42 |
| -0.79% | Jul 9, 2014 | 18 | Aug 4, 2014 | 22 | Sep 4, 2014 | 40 |
| -0.77% | Oct 3, 2025 | 5 | Oct 10, 2025 | 10 | Oct 24, 2025 | 15 |
| -0.76% | May 27, 2015 | 15 | Jun 17, 2015 | 20 | Jul 16, 2015 | 35 |
| -0.57% | Jun 2, 2026 | 17 | Jun 26, 2026 | 5 | Jul 6, 2026 | 22 |
| -0.56% | Jan 20, 2021 | 7 | Jan 29, 2021 | 12 | Feb 17, 2021 | 19 |
| -0.53% | Jun 14, 2018 | 11 | Jun 29, 2018 | 7 | Jul 11, 2018 | 18 |
| -0.51% | May 1, 2015 | 2 | May 5, 2015 | 15 | May 27, 2015 | 17 |
| -0.51% | Mar 6, 2015 | 8 | Mar 18, 2015 | 8 | Mar 30, 2015 | 16 |