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Lagging#48 of 115 by 1M spread

Senior Loan vs the S&P 500 (BKLN): is it outperforming?

Over the past month, BKLN has underperformed the S&P 500 by 0.7 points. Here is where that puts it in the market rotation — updated daily.

1M spread vs SPY
−0.7 pts
Quadrant
Lagging
Momentum
Weakening
RS health
Broken
Holdings P/E

Where BKLN sits on the rotation map

Senior Loan highlighted against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window — the methodology explains the math.

BKLN vs SPY: head-to-head returns

BKLN (senior loan) and SPY (the S&P 500) side by side over every window Zensei tracks. The spread is the difference — positive means BKLN won that window.

Window
BKLN
SPY
Spread
1 week+0.2%−0.3%+0.5 pts
2 weeks+0.7%+2.8%−2.1 pts
1 month+0.5%+1.2%−0.7 pts
3 months+1.1%+9.5%−8.3 pts
6 months+0.1%+8.5%−8.5 pts
1 year+3.8%+21.4%−17.7 pts

Data as of 2026-07-13 · computed from daily adjusted closes · how we measure

The read

Senior Loan (BKLN) is out of favor: it trails the S&P 500 on both rotation windows — 0.7 points behind over the past month and 7.5 points behind over the longer, time-shifted window. That is the lagging quadrant. Ranked by one-month spread, it currently stands #48 of the 115 groups Zensei tracks.

On the shorter tape, BKLN's momentum is weakening: the intraday trend that carried the move is cooling across the shorter windows. BKLN's relative-strength line has broken below its long-term average — the long-term outperformance trend is no longer intact. Both signals point the same direction here: the market is not rewarding this group on either horizon.

The thing to watch from here is the one-month spread: laggards only become interesting when the recent window turns positive first — until then, the market is voting elsewhere.

Senior Loan vs the market — common questions

Is senior loan outperforming the S&P 500?

Right now, no: over the past month BKLN has underperformed the S&P 500 by 0.7 points. This page updates daily, so the answer reflects current market data rather than a dated article.

What is BKLN?

BKLN is Invesco Senior Loan ETF, the fund Zensei uses to measure the senior loan group against the S&P 500 benchmark (SPY).

What quadrant is senior loan in right now?

As of the latest daily data, senior loan is in the lagging quadrant — trailing the S&P 500 on both windows. The quadrant rules are documented on the Zensei methodology page.

Related sectors

Track senior loan against the whole market

Zensei Edge maps 100+ sectors and themes against the S&P 500 — with the stocks inside each one, rotation history and alerts when leadership changes hands.