Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BKLN (Invesco Senior Loan ETF) | -1.65% | 4.81% | 5.56% | 5.03% | 3.37% | NA | NA | 3.44% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKLN (Invesco Senior Loan ETF) | 03/03/2011 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 03/03/2011.
AR inception is since 03/03/2011.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.28 | 4.81 | 5.56 | 5.03 | 3.37 | NA | NA | 3.44 | -1.65 | 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 | -60.68 | 21.87 | 42.56 | 25.19 | NA | NA | 36.35 | -171.00 | 71.36 | 215.23 | -51.67 | 103.58 | 6.43 | 249.47 | -87.94 | 83.14 | 272.80 | -87.28 | 18.87 | 183.60 | 282.83 | -30.09 |
| Standard Deviation(%) | NA | 3.93 | 5.24 | 5.13 | 6.50 | NA | NA | 5.99 | 6.37 | 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 | 4.55 | 6.57 | 7.31 | 24.17 | NA | NA | 24.17 | 4.55 | 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 | 7.00 | 7.00 | 5.59 | 4.49 | 4.03 | 3.02 | 4.31 | 0.59 | 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 |
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 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKLN (Invesco Senior Loan ETF) |
7.08%
Aug 2011 - Aug 2014 |
6.04%
Mar 2020 - Mar 2025 |
3.87%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart