EFR vs JANW

Comparison between Eaton Vance Senior Floating-Rate Trust (EFR, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF ALLIANZIM EQUITY LARGE CAP BUFFER20 JAN ETF (JANW, ETF).

5-Year PerformanceJANW has outperformed EFR, delivering a return of +8.2% compared to +3.4%

EFR vs JANW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EFR(ETF)	JANW(ETF)
Net Assets	$350M	$348M
Expense Ratio	N/A	0.74%
Max Drawdown	66.83%	9.69%
Sharpe Ratio	-0.87	1.63
5Y Beta	0.38	0.37
5Y Dividends CAGR	5.56%	N/A

Net Assets

Winner

EFR

$350M

JANW

$348M

Expense Ratio

EFR

N/A

JANW

0.74%

Max Drawdown

EFR

66.83%

Winner

JANW

9.69%

Sharpe Ratio

EFR

-0.87

Winner

JANW

1.63

5Y Beta

EFR

0.38

Winner

JANW

0.37

5Y Dividends CAGR

EFR

5.56%

JANW

N/A

EFR vs JANW - Historical Returns

Returns include dividend reinvestment.

Period	EFR	JANW
1 month	+2.38%	+0.89%
3 months	+3.31%	+5.00%
6 months	-1.02%	+4.86%
1 year	-3.45%	+12.03%
5 years(CAGR)	+3.40%	+8.19%
10 years(CAGR)	+5.74%	N/A
Max(CAGR)	+4.70%	+8.43%

Winner

EFR

+2.38%

JANW

+0.89%

EFR

+3.31%

Winner

JANW

+5.00%

EFR

-1.02%

Winner

JANW

+4.86%

EFR

-3.45%

Winner

JANW

+12.03%

5Y(CAGR)

EFR

+3.40%

Winner

JANW

+8.19%

10Y(CAGR)

EFR

+5.74%

JANW

N/A

Max(CAGR)

EFR

+4.70%

Winner

JANW

+8.43%

EFR vs JANW - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	EFR	JANW
2026	-1.11%	+4.35%
2025	-5.47%	+10.12%
2024	+10.08%	+11.54%
2023	+27.98%	+14.93%
2022	-18.89%	-1.01%
2021	+23.56%	+7.00%
2020	+0.78%	N/A
2019	+14.57%	N/A
2018	-6.37%	N/A
2017	+3.58%	N/A
2016	+28.01%	N/A
2015	-3.00%	N/A
2014	-3.32%	N/A
2013	-1.25%	N/A
2012	+15.36%	N/A
2011	-5.92%	N/A
2010	+19.21%	N/A
2009	+90.44%	N/A
2008	-45.18%	N/A
2007	-8.68%	N/A
2006	+17.21%	N/A
2005	-8.65%	N/A
2004	+6.89%	N/A
2003	-1.32%	N/A

EFR vs JANW Drawdown Comparison

The maximum drawdown for EFR was -60.57%, occurring on Dec 15, 2008. Recovery took 651 trading sessions.

The maximum drawdown for JANW was -9.69%, occurring on Jun 16, 2022. Recovery took 257 trading sessions.

The current EFR drawdown is -10.64%. The current JANW drawdown is -0.15%.

Rank	EFR	JANW
#1	-60.57% Jun 22, 2007 - Jan 22, 2010	-9.69% Jan 3, 2022 - Jan 11, 2023
#2	-42.01% Jan 22, 2020 - Dec 2, 2020	-8.66% Feb 19, 2025 - Jun 6, 2025
#3	-25.06% Nov 16, 2021 - Dec 15, 2023	-4.09% Sep 14, 2023 - Nov 7, 2023
#4	-24.17% Mar 1, 2011 - Sep 10, 2012	-3.65% Feb 2, 2026 - Apr 13, 2026
#5	-22.93% Apr 24, 2013 - Oct 3, 2016	-3.29% Feb 2, 2023 - Mar 31, 2023
#6	-18.31% Jan 31, 2025 - Apr 7, 2025	-2.55% Jul 16, 2024 - Aug 15, 2024
#7	-15.42% Apr 18, 2018 - Dec 17, 2019	-1.79% Mar 28, 2024 - May 6, 2024
#8	-14.85% May 3, 2010 - Nov 8, 2010	-1.42% Jan 20, 2021 - Feb 5, 2021
#9	-13.23% Mar 4, 2005 - Jul 24, 2006	-1.33% May 7, 2021 - May 27, 2021
#10	-10.10% Feb 3, 2010 - Mar 25, 2010	-1.32% Feb 8, 2021 - Mar 11, 2021
#11	-6.73% Apr 5, 2010 - Apr 29, 2010	-1.24% Jun 4, 2026 - Jun 10, 2026
#12	-6.69% Oct 4, 2012 - Nov 23, 2012	-1.23% Jul 31, 2023 - Aug 29, 2023
#13	-6.36% Jul 3, 2024 - Nov 7, 2024	-1.10% Aug 30, 2024 - Sep 13, 2024
#14	-6.25% Mar 17, 2017 - Mar 28, 2018	-1.09% Nov 12, 2025 - Nov 25, 2025
#15	-5.48% Oct 19, 2021 - Nov 16, 2021	-1.07% Jan 6, 2025 - Jan 17, 2025