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BKLN
-0.32 · -1.54%
$20.48 · NYSE ARCA

Invesco Senior Loan ETF (BKLN) ETF Analysis | Bank Loan

Invesco · United States
AUM:$6.7B
#– of – in Bank Loan ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.65% — moderate cost. Consider how fees compound over long holding periods.

What is BKLN?

The fund generally will invest at least 80% of its total assets in the components of the index. Strictly in accordance with its guidelines and mandated procedures Morningstar, Inc.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
BKLN returned 6.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.65%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 11.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$6.7B
Expense Ratio0.65%
Dividend Yield7.04%
Holdings1
Inception DateMar 2011
DomicileUnited States
DistributionMonthly
Index–
ProviderInvesco
Beta0.03
CategoryBank Loan
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+2.1%
1Y
+2.0%
3Y
+19.0%
5Y
+27.2%
OpenBook InsightIf you had invested £10,000 in BKLN 5 years ago, it would have grown to £12,718 — a gain of £2,718.

Annual Returns

Calendar year performance

BKLN delivered positive returns in 3 of the last 5 calendar years.
YearBKLN
2026 YTD-0.8%
2025+6.9%
2024+8.3%
2023+12.1%
2022-2.5%
CAGR 4yr+6.0%
3/5 positive yearsAvg return: +4.8%Worst year: -2.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
2.0%
Low
Momentum
+0.6%
30-day change
Support Level
20.43
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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