JANW vs EFR

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

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

JANW vs EFR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

JANW

$348M

Winner

EFR

$350M

Expense Ratio

JANW

0.74%

EFR

N/A

Max Drawdown

Winner

JANW

9.69%

EFR

66.83%

Sharpe Ratio

Winner

JANW

1.63

EFR

-0.87

5Y Beta

Winner

JANW

0.37

EFR

0.38

5Y Dividends CAGR

JANW

N/A

EFR

5.56%

JANW vs EFR - Historical Returns

Returns include dividend reinvestment.

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

JANW

+0.89%

Winner

EFR

+2.38%

Winner

JANW

+5.00%

EFR

+3.31%

Winner

JANW

+4.86%

EFR

-1.02%

Winner

JANW

+12.03%

EFR

-3.45%

5Y(CAGR)

Winner

JANW

+8.19%

EFR

+3.40%

10Y(CAGR)

JANW

N/A

EFR

+5.74%

Max(CAGR)

Winner

JANW

+8.43%

EFR

+4.70%

JANW vs EFR - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

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

JANW vs EFR Drawdown Comparison

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

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

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

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