BKLN ETF Analysis: Senior Loan | NYSE

Bank Loan | NYSE, USA | Market Cap: 7.103m USD | 12M Return: 3.9% | Charts, Fundamentals & Technical Analysis

Senior Loans, Leveraged Loans, Bank Loans, Floating Rate
Total Rating 46
Safety 72
Buy Signal -0.12
Bank Loan
Category Rotation: +0.1
TER: 0.65%
AUM: 7.10B
Avg Turnover: 130M
Risk 3d forecast
Volatility1.55%
VaR 5th Pctl0.28%
VaR vs Median-1.02%
Reward TTM
Sharpe Ratio-0.12
Rel. Str. IBD34.4
Rel. Str. Peer Group25
Character TTM
Beta0.105
Beta Downside0.079
Hurst Exponent0.462
Drawdowns 3y
Max DD3.55%
CAGR/Max DD1.95
CAGR/Mean DD24.56

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.3% 29
Feb -0.5% 31
Mar -0.3% 12
Apr +0.1% 23
May -0.2% 2
Jun -0.2% 26
Jul +0.5% 20
Aug +0.4% 29
Sep -0.0% 11
Oct -0.1% 44
Nov +0.2% 22
Dec +0.2% 21

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: BKLN Senior Loan

The Invesco Senior Loan ETF (BKLN) is a passively managed exchange-traded fund that seeks to track the performance of an index composed of the largest institutional leveraged loans. The fund commits at least 80% of its total assets to the securities that make up this underlying index. Morningstar, Inc. serves as the index provider, responsible for compiling, maintaining, and calculating the index, which reflects the market-value-weighted performance of its loan components based on their market weightings, spreads, and interest payments.

Senior loans, also known as bank loans or leveraged loans, are typically issued to below investment-grade (non-investment-grade or junk-rated) companies and rank at the top of a borrowers capital structure, giving them priority over unsecured bondholders and equity holders in the event of default. These loans are generally structured with floating interest rates that reset periodically based on a benchmark rate, so their coupon payments tend to rise and fall with prevailing interest rates-a distinguishing feature compared to fixed-rate corporate bonds.

Headlines to Watch Out For
  • Fed rate cuts pressure floating-rate loan yields
  • Rising leveraged loan defaults weigh on NAV
  • High-yield bond competition erodes investor demand
What is the price of BKLN shares?

As of July 28, 2026, the stock is trading at USD 20.39 with a total of 3,653,245 shares traded. Over the past week, the price has changed by +0.00%, over one month by +0.98%, over three months by +0.70% and over the past year by +3.94%.

Current recommended Stop Loss: 20.30 (which is 0.4% or 2.2 ATR below the current price).

Is BKLN a buy, sell or hold?

Senior Loan has no consensus analysts rating.