Bank Loan Companies By Five Year Return

Five Year Return
Five Year ReturnEfficiencyMarket RiskExp Return
1FCT First Trust Senior
4.56
 0.09 
 0.50 
 0.04 
2BRW Saba Capital Income
4.41
 0.29 
 0.51 
 0.15 
392826CAJ1 VISA INC 365
0.0
(0.08)
 1.01 
(0.08)
492826CAH5 VISA INC 275
0.0
(0.04)
 1.20 
(0.04)
592826CAF9 VISA INC 43
0.0
 0.09 
 1.52 
 0.14 
692826CAE2 VISA INC 415
0.0
(0.13)
 1.30 
(0.17)
792826CAD4 VISA INC 315
0.0
(0.10)
 0.40 
(0.04)
892826CAQ5 VISA INC
0.0
(0.09)
 1.72 
(0.16)
992826CAP7 US92826CAP77
0.0
(0.12)
 0.48 
(0.06)
1092826CAN2 VISA INC
0.0
(0.11)
 0.57 
(0.06)
1192826CAM4 VISA INC
0.0
(0.14)
 0.34 
(0.05)
1292826CAL6 VISA INC
0.0
(0.13)
 0.64 
(0.09)
1392826CAK8 VISA INC
0.0
(0.02)
 0.75 
(0.01)
The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions. Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.