The Best Bank Loan Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Bank Loan mutual funds.
Category is Bank Loan
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Senior Loan Fund | Bank Loan | Oct 3, 1989 | 1.45% | -2.14% | — | 4.76% | 35 | ||||||||
| Federated Hermes Project and Trade Finance Tender ... | Bank Loan | Jan 31, 2017 | 0.41% | 1.41% | — | 6.12% | 95 | ||||||||
| Voya Senior Income Fund | Bank Loan | Apr 1, 2001 | 1.51% | -1.37% | — | 5.63% | 28 | ||||||||
| Invesco Senior Loan Fund Class IC | Bank Loan | Jun 15, 2003 | 1.60% | -2.14% | — | 4.67% | 33 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years