Invesco Senior Loan ETF
0.65%
7.1B
7,146M USDMedium
6,426
Physical
Distributing
USD
US
Morningstar LSTA US Leveraged Loan 100
Invesco
2011-03-03 (15 years)
With 7.1B in assets, this is a large fund — good liquidity and tight spreads.
A TER of 0.65% is above the market average (~0.35%) — justified if the strategy is specialized.
Launched in 2011-03-03, this fund has 15 years of history — long and reliable track record.
Medium risk — good risk/return balance for a 5+ year horizon.
Simulated from available data points. Past returns do not guarantee future results.
| Period | Ann. Return | Cumulative |
|---|---|---|
| 1 Month (est.) | — | -0.2% |
| 3 Months (est.) | — | -0.7% |
| 6 Months (est.) | — | -1.3% |
| YTD (est.) | — | -1.1% |
| 1 Year | -2.7% | -2.7% |
| 3 Years | -0.9% | -2.8% |
| 5 Years | -1.5% | -7.3% |
| Since inception (15y) | -1.7% | -22.7% |
6,426
55.8%
3.4%
3.3%
4.4%
-1.57
-1.18
-1.04
0.65%
-9.1%
-1.04
4.4%
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The Invesco Senior Loan ETF tracks the Morningstar LSTA US Leveraged Loan 100 index. It is managed by Invesco using physical replication and follows a distributing distribution policy. The fund is denominated in USD and domiciled in US. It has a total expense ratio (TER) of 0.65%.
This ranking is for informational purposes only and does not constitute a recommendation to buy or sell any security. Displayed performance is simulated.