BSL vs FRI
Comparison between Blackstone Senior Floating Rate 2027 Term Fund (BSL, ETF) and FIRST TRUST S&P REIT INDEX FUND (FRI, ETF).
5-Year PerformanceFRI has outperformed BSL, delivering a return of +4.7% compared to +3.9%
BSL vs FRI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BSL vs FRI - Historical Returns
Returns include dividend reinvestment.
BSL vs FRI - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BSL | FRI |
|---|---|---|
| 2026 | -0.89% | +16.80% |
| 2025 | +1.72% | +3.67% |
| 2024 | +18.03% | +6.78% |
| 2023 | +18.66% | +13.52% |
| 2022 | -22.30% | -24.21% |
| 2021 | +28.50% | +47.78% |
| 2020 | -4.31% | -6.50% |
| 2019 | +11.88% | +26.83% |
| 2018 | -7.41% | -3.95% |
| 2017 | +5.87% | +3.50% |
| 2016 | +31.56% | +9.19% |
| 2015 | -6.15% | +0.47% |
| 2014 | -4.74% | +30.00% |
| 2013 | -1.90% | +0.53% |
| 2012 | +17.78% | +16.38% |
| 2011 | -1.24% | +6.31% |
| 2010 | +3.21% | +28.60% |
| 2009 | N/A | +30.64% |
| 2008 | N/A | -38.19% |
| 2007 | N/A | -19.25% |
BSL vs FRI Drawdown Comparison
The maximum drawdown for BSL was -43.82%, occurring on Mar 18, 2020. Recovery took 413 trading sessions.
The maximum drawdown for FRI was -71.97%, occurring on Mar 6, 2009. Recovery took 1284 trading sessions.
The current BSL drawdown is -3.60%.
| Rank | BSL | FRI |
|---|---|---|
| #1 | -43.82% Aug 8, 2019 - Mar 30, 2021 | -71.97% May 30, 2007 - Jul 2, 2012 |
| #2 | -26.92% Apr 26, 2013 - Nov 14, 2016 | -44.16% Feb 21, 2020 - Apr 21, 2021 |
| #3 | -24.49% Dec 31, 2021 - Mar 12, 2024 | -31.25% Dec 31, 2021 - Feb 6, 2026 |
| #4 | -16.90% Jul 12, 2011 - Apr 3, 2012 | -18.28% May 21, 2013 - Jun 5, 2014 |
| #5 | -14.81% Sep 24, 2018 - Jul 3, 2019 | -17.40% Jan 26, 2015 - May 6, 2016 |
| #6 | -7.85% Sep 8, 2025 - Mar 9, 2026 | -17.36% Aug 1, 2016 - Dec 6, 2018 |
| #7 | -7.24% Jun 2, 2010 - Nov 2, 2010 | -13.16% Dec 6, 2018 - Jan 31, 2019 |
| #8 | -6.98% Apr 5, 2012 - Aug 15, 2012 | -9.31% Sep 14, 2012 - Jan 15, 2013 |
| #9 | -6.91% May 4, 2021 - Oct 14, 2021 | -7.58% Sep 5, 2014 - Oct 27, 2014 |
| #10 | -6.82% Oct 5, 2012 - Dec 13, 2012 | -7.57% Mar 2, 2026 - Apr 16, 2026 |
| #11 | -6.41% Feb 19, 2013 - Apr 22, 2013 | -7.06% Sep 2, 2021 - Oct 26, 2021 |
| #12 | -5.95% Mar 17, 2011 - Apr 19, 2011 | -6.39% Oct 24, 2019 - Feb 10, 2020 |
| #13 | -5.70% May 2, 2011 - Jul 12, 2011 | -5.83% May 9, 2016 - Jun 28, 2016 |
| #14 | -5.06% Feb 4, 2025 - Jun 25, 2025 | -5.74% Nov 24, 2021 - Dec 8, 2021 |
| #15 | -4.91% May 11, 2017 - Dec 28, 2017 | -5.66% May 11, 2007 - May 30, 2007 |
Correlation
Correlation between BSL and FRI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
BSL vs FRI dividend yield comparison.
| Year | BSL | FRI |
|---|---|---|
| 2026 | 2.67% | 0.29% |
| 2025 | 8.45% | 2.99% |
| 2024 | 9.46% | 3.33% |
| 2023 | 10.76% | 3.24% |
| 2022 | 6.89% | 2.52% |
| 2021 | 5.75% | 1.44% |
| 2020 | 7.65% | 3.08% |
| 2019 | 8.15% | 2.28% |
| 2018 | 9.21% | 3.21% |
| 2017 | 5.93% | 2.82% |
| 2016 | 5.86% | 3.27% |
| 2015 | 7.27% | 2.66% |
| 2014 | 7.23% | 2.07% |
| 2013 | 6.42% | 3.10% |
| 2012 | 6.98% | 2.27% |
| 2011 | 7.52% | 2.20% |
| 2010 | 3.31% | 2.04% |
| 2009 | 0.00% | 2.34% |
| 2008 | 0.00% | 3.31% |
| 2007 | 0.00% | 2.37% |
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