Invesco Senior Loan ETF (BKLN) Performance
BKLN total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +1.7% since Dec 31, 2025
- 1 year
- +3.7% total return
- 5 years
- +5.3% a year
- 10 years
- +4.2% a year
- Since first price
- +3.7% a year since 2011
BKLN trailing returns vs AGG, TLT, SPY
| Period | BKLN total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −0.8% | −1.3% | +0.9% | +1.5% | −1.0% |
| 3 months | +1.1% | −0.5% | −0.4% | −1.0% | +3.2% |
| 6 months | +1.9% | −1.3% | −1.5% | −3.8% | +7.8% |
| YTD | +1.7% | −3.5% | −1.0% | −3.4% | +12.3% |
| 1 year | +3.7% | −2.6% | −1.1% | −6.9% | +14.4% |
| 3 years | +21.4%+6.7%/yr | −2.7% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +29.5%+5.3%/yr | −8.5% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| 10 years | +50.3%+4.2%/yr | −12.7% | +14.0%+1.3%/yr | −18.7%−2.0%/yr | +315.9%+15.3%/yr |
| 15 years | +84.0%+4.1%/yr | −14.3% | +32.2%+1.9%/yr | +9.9%+0.6%/yr | +696.0%+14.8%/yr |
| Since inceptionMar 3, 2011 | +77.4%+3.7%/yr | −19.4% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: BKLN vs AGG
From Mar 3, 2011: BKLN grew to $17,739, AGG to $14,070.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BKLN returns by calendar year
11 of 14 full years positive. Best 2023 (+12.5%), worst 2015 (−3.1%). 2026 is year to date.
BKLN annual returns table
| Year | BKLN | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +1.7% | −3.1% | −1.0% | −3.4% | +12.3% |
| 2025 | +6.9% | −3.5% | +7.2% | +4.3% | +17.7% |
| 2024 | +8.2% | −1.7% | +1.3% | −8.1% | +24.9% |
| 2023 | +12.5% | −2.7% | +5.7% | +2.8% | +26.2% |
| 2022 | −2.5% | −7.3% | −13.0% | −31.2% | −18.2% |
| 2021 | +2.3% | −1.4% | −1.8% | −4.6% | +28.7% |
| 2020 | +1.3% | −24.2% | +7.5% | +18.2% | +18.3% |
| 2019 | +10.0% | −1.6% | +8.5% | +14.1% | +31.2% |
| 2018 | −1.3% | −5.7% | +0.1% | −1.6% | −4.6% |
| 2017 | +2.1% | −0.9% | +3.6% | +9.2% | +21.7% |
| 2016 | +9.2% | −2.1% | +2.4% | +1.2% | +12.0% |
| 2015 | −3.1% | −6.9% | +0.5% | −1.8% | +1.2% |
| 2014 | +0.5% | −3.7% | +6.0% | +27.3% | +13.5% |
| 2013 | +4.1% | −2.0% | −2.0% | −13.4% | +32.3% |
| 2012 | +10.2% | −3.7% | +3.8% | +2.6% | +16.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
BKLN largest drawdowns
Now 0.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 8, 2020 | −24.2% | Mar 23, 2020 | Dec 4, 2020 | 2 months | 11 months |
| May 13, 2011 | −8.7% | Oct 4, 2011 | Feb 2, 2012 | 5 months | 9 months |
| Jan 14, 2022 | −7.3% | Jun 13, 2022 | Jan 23, 2023 | 5 months | 1.0 years |
| May 4, 2015 | −7.1% | Feb 16, 2016 | Jul 8, 2016 | 9 months | 1.2 years |
| Oct 2, 2018 | −5.7% | Dec 24, 2018 | Feb 22, 2019 | 3 months | 5 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
BKLN risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2011 |
|---|---|---|---|---|
| Annualized return | +6.7% | +5.4% | +4.2% | +3.8% |
| Volatility (annualized) | 2.7% | 4.5% | 4.7% | 4.7% |
| Sharpe ratio | 0.85 | 0.41 | 0.42 | 0.51 |
| Sortino ratio | 1.29 | 0.63 | 0.59 | 0.73 |
| Best month | +2.1% | +3.8% | +3.8% | +4.9% |
| Worst month | −2.1% | −3.5% | −6.5% | −6.5% |
| Best 12 months | +10.1% | +13.2% | +13.2% | +14.1% |
| Worst 12 months | +3.3% | −5.4% | −5.5% | −5.5% |
| Positive months | 81% | 70% | 68% | 66% |
| Beta vs S&P 500 | 0.10 | 0.19 | 0.23 | — |
| Correlation with S&P 500 | 0.47 | 0.67 | 0.74 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
BKLN rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 176 | −5.5% | +3.7% | +14.1% | 85% |
| 3-year (a year) | 152 | −0.1% | +3.3% | +9.8% | 98% |
| 5-year (a year) | 128 | +1.0% | +3.0% | +6.3% | 100% |
| 10-year (a year) | 68 | +1.9% | +3.2% | +4.8% | 100% |
Every holding period starting at a month-end since 2011. Returns for 3 years and longer are annualized.
BKLN performance overview
Invesco Senior Loan ETF (BKLN) returned +3.7% over the past year and +4.2% a year over ten years, with distributions reinvested. Since its first recorded price in 2011 it has returned +3.7% a year, turning $10,000 into about $17,739. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −24.2%, from Jan 8, 2020 to Mar 23, 2020, and it took 8 months to get back to the old high. BKLN finished 11 of its 14 full calendar years with a gain; the best year was 2023 (+12.5%) and the worst 2015 (−3.1%). Volatility has been 4.7% a year.
Related: BKLN chart, BKLN dividends, BKLN bond profile. See the BKLN overview for the latest quote and fund facts.
BKLN performance FAQ
What is the BKLN return over the past year?
BKLN returned +3.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.6%.
What is the average annual return of BKLN?
BKLN has returned +5.3% a year over 5 years, +4.2% a year over 10 years, +3.7% a year since March 3, 2011 (total return, distributions reinvested).
How much would $10,000 invested in BKLN be worth?
$10,000 invested in BKLN at its first recorded close on March 3, 2011 would be worth about $17,739 on October 23, 2026 with distributions reinvested.
What was the worst year for BKLN?
The worst calendar year was 2015, with a total return of −3.1%. The best was 2023 at +12.5%.
What is the biggest drawdown of BKLN?
The largest peak-to-trough decline was −24.2% between January 8, 2020 and March 23, 2020. It recovered to the old high on December 4, 2020, 8 months after the bottom.
How volatile is BKLN?
Over the past 3 years BKLN had an annualized volatility of 2.7% and a Sharpe ratio of 0.85 (excess return over 1–3 month T-bills per unit of risk).