Performance analysis of BKLN (INVESCO SENIOR LOAN ETF)
Annual Return
Over the past 3 years, BKLN has had an average annual return of +6.96%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, BKLN has had an average annual return of +5.30%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, BKLN has had an average annual return of +4.18%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Mar 3, 2011, BKLN has had an average annual return of +3.72%, underperforming the benchmark SPY, which returned +13.86% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.65% | +6.88% | +8.20% | +12.53% | -2.51% | +2.31% | +1.33% | +10.03% | -1.32% | +2.12% | +9.24% | -3.06% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +0.55% | +4.07% | +10.17% | -2.04% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.73% | -2.07% | +1.56% | +1.35% | -0.04% | +0.00573% | +0.63% | +0.65% | |||||
| 2025 | +0.50% | +0.10% | -0.73% | +0.71% | +1.47% | +0.85% | +0.62% | +0.54% | +0.65% | +0.43% | +0.67% | +0.87% | +6.88% |
| 2024 | -0.15% | +1.18% | +0.84% | +0.22% | +1.08% | +0.30% | +0.53% | +1.11% | +0.53% | +0.68% | +1.20% | +0.38% | +8.20% |
| 2023 | +3.42% | -0.14% | -0.05% | +1.08% | -0.61% | +2.92% | +0.62% | +1.26% | +0.32% | -0.19% | +1.26% | +2.05% | +12.53% |
| 2022 | -0.28% | -0.69% | +0.27% | -0.70% | -1.98% | -3.49% | +3.81% | +0.38% | -3.32% | +3.10% | +1.04% | -0.41% | -2.51% |
| 2021 | +0.02% | +0.19% | -0.04% | +0.35% | +0.47% | +0.01% | -0.30% | +0.75% | +0.11% | +0.12% | -1.02% | +1.63% | +2.31% |
| 2020 | -0.56% | -2.40% | -6.52% | +2.92% | +2.11% | +0.21% | +1.63% | +1.30% | -0.33% | -0.83% | +2.66% | +1.53% | +1.33% |
| 2019 | +3.46% | +2.03% | -0.33% | +1.86% | -1.02% | +0.52% | +1.14% | -0.49% | +0.32% | -0.40% | +0.61% | +1.99% | +10.03% |
| 2018 | +1.11% | -0.26% | +0.45% | +0.23% | -0.20% | -0.05% | +0.87% | +0.53% | +0.81% | -0.34% | -1.16% | -3.25% | -1.32% |
| 2017 | +0.04% | +0.59% | -0.19% | +0.36% | +0.41% | -0.46% | +0.85% | -0.26% | +0.39% | +0.13% | -0.03% | +0.30% | +2.12% |
Drawdown analysis of BKLN (INVESCO SENIOR LOAN ETF)
The maximum drawdown for the BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 177 trading sessions.
Since Mar 3, 2011 BKLN has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.16% | Jan 8, 2020 | 51 | Mar 23, 2020 | 177 | Dec 2, 2020 | 228 |
| -8.74% | May 13, 2011 | 99 | Oct 4, 2011 | 83 | Feb 2, 2012 | 182 |
| -7.31% | Jan 14, 2022 | 102 | Jun 13, 2022 | 153 | Jan 23, 2023 | 255 |
| -7.07% | May 4, 2015 | 198 | Feb 16, 2016 | 100 | Jul 8, 2016 | 298 |
| -5.69% | Oct 2, 2018 | 57 | Dec 24, 2018 | 40 | Feb 22, 2019 | 97 |
| -3.74% | Jul 2, 2014 | 116 | Dec 16, 2014 | 75 | Apr 7, 2015 | 191 |
| -3.71% | May 4, 2012 | 19 | Jun 1, 2012 | 29 | Jul 13, 2012 | 48 |
| -3.54% | Feb 18, 2025 | 34 | Apr 7, 2025 | 18 | May 2, 2025 | 52 |
| -3.06% | Jan 9, 2026 | 33 | Feb 27, 2026 | 46 | May 5, 2026 | 79 |
| -2.66% | Mar 3, 2023 | 10 | Mar 17, 2023 | 16 | Apr 11, 2023 | 26 |
| -2.39% | Mar 3, 2011 | 9 | Mar 16, 2011 | 13 | Apr 4, 2011 | 22 |
| -2.04% | May 10, 2013 | 29 | Jun 21, 2013 | 89 | Oct 28, 2013 | 118 |
| -1.67% | Jul 22, 2024 | 10 | Aug 5, 2024 | 9 | Aug 16, 2024 | 19 |
| -1.56% | Sep 17, 2019 | 17 | Oct 10, 2019 | 38 | Dec 4, 2019 | 55 |
| -1.52% | Oct 17, 2012 | 18 | Nov 14, 2012 | 15 | Dec 6, 2012 | 33 |
| -1.41% | Nov 9, 2021 | 14 | Nov 30, 2021 | 18 | Dec 27, 2021 | 32 |
| -1.38% | May 3, 2019 | 20 | Jun 3, 2019 | 31 | Jul 17, 2019 | 51 |
| -1.33% | Feb 27, 2019 | 17 | Mar 22, 2019 | 9 | Apr 4, 2019 | 26 |
| -1.22% | Jul 29, 2019 | 13 | Aug 15, 2019 | 18 | Sep 11, 2019 | 31 |
| -1.18% | Sep 18, 2023 | 11 | Oct 3, 2023 | 23 | Nov 3, 2023 | 34 |
| -1.03% | Oct 25, 2016 | 8 | Nov 4, 2016 | 12 | Nov 22, 2016 | 20 |
| -0.99% | Feb 1, 2018 | 6 | Feb 9, 2018 | 33 | Mar 29, 2018 | 39 |
| -0.98% | Jan 19, 2021 | 8 | Jan 29, 2021 | 84 | Jun 1, 2021 | 92 |
| -0.93% | Feb 2, 2023 | 13 | Feb 22, 2023 | 7 | Mar 3, 2023 | 20 |
| -0.92% | Mar 3, 2017 | 14 | Mar 23, 2017 | 33 | May 10, 2017 | 47 |