(BKLN) Invesco Senior Loan - Performance 6.3% in 12m
Compare BKLN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
72.71%
#5 in Group
Rel. Strength
54.07%
#3690 in Universe
Total Return 12m
6.33%
#3 in Group
Total Return 5y
33.67%
#7 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: BKLN (6.3%) vs TLT (4.1%)
5y Drawdown (Underwater) Chart
Top Performers in Bank Loan
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| SEIX NYSE ARCA Virtus Trust II - Virtus |
-0.76% | 5.36% | 36.5% | - | - | - | - | - |
| FLBL BATS Franklin Liberty Senior |
0.21% | 5.71% | 37.3% | - | - | - | - | - |
| FTSL NASDAQ First Trust Senior Loan |
0.09% | 6.26% | 36.7% | - | - | - | - | - |
| FLRT NYSE ARCA Pacer Pacific Asset |
-0.69% | 5.41% | 39.4% | - | - | - | - | - |
| BKLN NYSE ARCA Invesco Senior Loan |
0.18% | 6.33% | 33.7% | - | - | - | - | - |
| SRLN NYSE ARCA SPDR Blackstone Senior Loan |
-0.39% | 5.58% | 36% | - | - | - | - | - |
| PFRL NYSE ARCA PGIM Trust |
-1.23% | 5.13% | 25.1% | - | - | - | - | - |
| LONZ NYSE ARCA PIMCO Trust |
-0.48% | 5.39% | 23.8% | - | - | - | - | - |
Performance Comparison: BKLN vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for BKLN
| Total Return (including Dividends) | BKLN | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.18% | 0.34% | -2.90% |
| 3 Months | -0.11% | 1.77% | -7.85% |
| 12 Months | 6.33% | 4.06% | 9.33% |
| 5 Years | 33.67% | -39.41% | 106.31% |
| Trend Score (consistency of price movement) | BKLN | TLT | S&P 500 |
| 1 Month | 10.6% | -64.4% | -35.6% |
| 3 Months | -74.0% | 9.6% | -89.7% |
| 12 Months | 90.7% | -12.9% | 58.3% |
| 5 Years | 89.5% | -89.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #3 | -0.16% | 3.17% |
| 3 Month | #5 | -1.84% | 8.40% |
| 12 Month | #5 | 2.18% | -2.74% |
| 5 Years | #6 | 121% | -35.2% |
FAQs
Does BKLN Invesco Senior Loan outperforms the market?
Yes,
over the last 12 months BKLN made 6.33%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 4.06%.
Over the last 3 months BKLN made -0.11%, while TLT made 1.77%.
Over the last 3 months BKLN made -0.11%, while TLT made 1.77%.
Performance Comparison BKLN vs Indeces and Sectors
BKLN vs. Indices BKLN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -6.08% | 3.08% | 6.42% | -3.0% |
| US NASDAQ 100 | QQQ | -8.04% | 2.06% | 6.14% | -3.54% |
| US Dow Jones Industrial 30 | DIA | -4.01% | 5.32% | 6.53% | 0.15% |
| German DAX 40 | DAX | -3.42% | 2.07% | -11.9% | -15.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.45% | 3.75% | 8.05% | 1.15% |
| Hongkong Hang Seng | HSI | -3.81% | 3.72% | 5.33% | -3.97% |
| India NIFTY 50 | INDA | 1.35% | -1.87% | 5.34% | 4.99% |
| Brasil Bovespa | EWZ | -5.83% | -2.14% | 3.07% | 14.6% |
BKLN vs. Sectors BKLN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -5.94% | 4.53% | -1.95% | -14.2% |
| Consumer Discretionary | XLY | -8.43% | 3.01% | 3.20% | -4.42% |
| Consumer Staples | XLP | 1.38% | 0.14% | 1.0% | -3.05% |
| Energy | XLE | -2.73% | 11.5% | 7.96% | 18.0% |
| Financial | XLF | -4.12% | 4.48% | -0.69% | -13.3% |
| Health Care | XLV | -3.06% | 4.95% | 8.28% | 6.44% |
| Industrial | XLI | -4.25% | 3.10% | 6.06% | 0.30% |
| Materials | XLB | -2.83% | 4.82% | 13.8% | 13.0% |
| Real Estate | XLRE | -1.25% | 2.35% | 8.58% | -7.42% |
| Technology | XLK | -9.89% | 1.62% | 11.0% | 1.73% |
| Utilities | XLU | -1.93% | -0.85% | 3.80% | -13.8% |
| Aerospace & Defense | XAR | -5.64% | -2.57% | -5.14% | -18.1% |
| Biotech | XBI | -5.21% | 6.35% | 20.3% | 12.4% |
| Homebuilder | XHB | -4.33% | 5.41% | 22.0% | 16.1% |
| Retail | XRT | -3.29% | 2.59% | 11.4% | 11.3% |