Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKLN (Invesco Senior Loan ETF) | -0.04% | 4.69% | 7.65% | 5.09% | 4.24% | 3.76% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKLN (Invesco Senior Loan ETF) | 03/03/2011 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 4.69 | 7.65 | 5.09 | 4.24 | 3.76 | NA | … | … | -0.04 | 6.88 | 8.21 | 12.53 | -2.51 | 2.31 | 1.32 | 10.01 | -1.32 | 2.13 | 9.23 | -3.06 | 0.55 | 4.07 | 10.17 | -2.03 |
| Sharpe Ratio | NA | 0.74 | 1.41 | 0.57 | 0.40 | NA | NA | … | … | -0.68 | 1.07 | 2.02 | 2.31 | -0.52 | 1.04 | 0.06 | 2.48 | -0.90 | 0.82 | 2.73 | -0.87 | 0.19 | 1.84 | 2.83 | -0.30 |
| Standard Deviation(%) | NA | 2.76 | 3.11 | 4.48 | 6.44 | NA | NA | … | … | 3.84 | 3.74 | 2.27 | 3.88 | 7.57 | 2.21 | 16.83 | 3.45 | 3.00 | 1.81 | 3.31 | 3.53 | 2.82 | 2.20 | 3.61 | 8.15 |
| Draw Down(%) | NA | 3.07 | 3.55 | 7.31 | 24.17 | NA | NA | … | … | 3.07 | 3.55 | 1.66 | 2.66 | 7.31 | 1.42 | 24.17 | 1.57 | 5.70 | 0.92 | 2.11 | 6.85 | 3.74 | 2.04 | 3.71 | 8.74 |
| Yield(%) | 0.00 | 6.50 | 7.88 | 6.27 | 5.02 | 4.50 | 3.39 | … | … | 2.52 | 6.93 | 8.37 | 8.83 | 4.59 | 3.09 | 3.47 | 5.06 | 4.26 | 3.45 | 4.73 | 3.85 | 3.98 | 4.37 | 5.02 | 3.21 |
Data as of 06/05/2026, Common starting date is 03/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKLN (Invesco Senior Loan ETF) |
-0.15%
Sep 2019 – Sep 2022 |
1.03%
Mar 2015 – Mar 2020 |
1.95%
Sep 2012 – Sep 2022 |
3.72%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKLN (Invesco Senior Loan ETF) |
9.80%
Sep 2022 – Sep 2025 |
6.26%
Mar 2020 – Mar 2025 |
4.77%
Dec 2015 – Dec 2025 |
3.75%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart