(BKLN) Senior Loan - Overview

ETF Category: Bank Loan | Exchange: NYSE ARCA (USA) | Market Cap: 7.227m USD | Total Return: 5.1% in 12m

Senior Loans, Leveraged Loans, Debt Securities
Total Rating 41
Safety 85
Buy Signal -0.24
Bank Loan
Category Rotation: +12.1
TER: 0.65%
AUM: 7.23B
Avg Turnover: 168M
Risk 3d forecast
Volatility2.34%
VaR 5th Pctl0.42%
VaR vs Median-0.78%
Reward TTM
Sharpe Ratio0.28
Rel. Str. IBD37.5
Rel. Str. Peer Group41.7
Character TTM
Beta0.100
Beta Downside0.072
Hurst Exponent0.479
Drawdowns 3y
Max DD3.55%
CAGR/Max DD2.24
CAGR/Mean DD29.30

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: BKLN Senior Loan

The Invesco Senior Loan ETF (BKLN) tracks the Morningstar LSTA US Leveraged Loan Index by investing at least 80% of its assets in the largest institutional leveraged loans. These loans are senior secured debt obligations, typically positioned at the top of a companys capital structure, providing them priority for repayment over unsecured bonds and equity in the event of a default.

The underlying index utilizes a market-value-weighted methodology based on loan spreads, interest payments, and total market weighting. Unlike fixed-rate corporate bonds, bank loans generally feature floating interest rates tied to benchmarks like SOFR, which can mitigate interest rate risk during periods of monetary tightening. For a deeper analysis of how these credit spreads impact long-term returns, explore the data on ValueRay. Investors should note that while senior status offers protection, the underlying borrowers are typically non-investment grade entities with higher credit risk.

Headlines to Watch Out For
  • Federal Reserve interest rate pivots dictate floating-rate coupon income levels
  • Corporate default rates influence underlying net asset value stability
  • Leveraged loan demand shifts based on institutional risk appetite
  • Secondary market liquidity impacts bid-ask spreads for high-yield debt
  • Credit spread compression reduces total return potential in stable environments
What is the price of BKLN shares?

As of May 23, 2026, the stock is trading at USD 20.47 with a total of 3,842,912 shares traded.
Over the past week, the price has changed by -0.19%, over one month by +0.10%, over three months by +1.98% and over the past year by +5.10%.

Is BKLN a buy, sell or hold?

Senior Loan has no consensus analysts rating.