Bank Loan: Total Returns

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Data through 9/17/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Bank Loan 0.75 5.95 0.91 2.69 3.82 3.10
Invesco Floating Rate A AFRAX --- --- --- --- --- ---
Invesco Floating Rate C AFRCX --- --- --- --- --- ---
Invesco Floating Rate R6 AFRFX --- --- --- --- --- ---
Invesco Floating Rate R5 AFRIX --- --- --- --- --- ---
Invesco Floating Rate R AFRRX --- --- --- --- --- ---
Invesco Floating Rate Y AFRYX --- --- --- --- --- ---
BlackRock Floating Rate Income Inv A BFRAX --- --- --- --- --- ---
BlackRock Floating Rate Income Inv C BFRCX --- --- --- --- --- ---
BlackRock Floating Rate Income Instl BFRIX --- --- --- --- --- ---
BlackRock Floating Rate Income K BFRKX --- --- --- --- --- ---
BlackRock Floating Rate Income Inv C1 BFRPX --- --- --- --- --- ---
Barings Global Floating Rate A BXFAX --- --- --- --- --- ---
Barings Global Floating Rate C BXFCX --- --- --- --- --- ---
Barings Global Floating Rate I BXFIX --- --- --- --- --- ---
Barings Global Floating Rate Y BXFYX --- --- --- --- --- ---
Columbia Floating Rate Adv CFLRX --- --- --- --- --- ---
Calvert Floating-Rate Advantage A CFOAX --- --- --- --- --- ---
Calvert Floating-Rate Advantage I CFOIX --- --- --- --- --- ---
Calvert Floating-Rate Advantage R6 CFORX --- --- --- --- --- ---
Catalyst Floating Rate Income A CFRAX --- --- --- --- --- ---
Catalyst Floating Rate Income C CFRCX --- --- --- --- --- ---
Catalyst Floating Rate Income I CFRIX --- --- --- --- --- ---
Columbia Floating Rate R CFRRX --- --- --- --- --- ---
Columbia Floating Rate Inst3 CFRYX --- --- --- --- --- ---
Columbia Floating Rate Inst CFRZX --- --- --- --- --- ---
Credit Suisse Floating Rate Hi Inc A CHIAX --- --- --- --- --- ---
Credit Suisse Floating Rate Hi Inc C CHICX --- --- --- --- --- ---
Credit Suisse Floating Rate Hi Inc Instl CSHIX --- --- --- --- --- ---
Dunham Floating Rate Bond A DAFRX --- --- --- --- --- ---
DoubleLine Floating Rate I DBFRX --- --- --- --- --- ---
Dunham Floating Rate Bond C DCFRX --- --- --- --- --- ---
Delaware Floating Rate A DDFAX --- --- --- --- --- ---
Delaware Floating Rate C DDFCX --- --- --- --- --- ---
Delaware Floating Rate R DDFFX --- --- --- --- --- ---
Delaware Floating Rate Instl DDFLX --- --- --- --- --- ---
BNY Mellon Floating Rate Income A DFLAX --- --- --- --- --- ---
BNY Mellon Floating Rate Income C DFLCX --- --- --- --- --- ---
BNY Mellon Floating Rate Income I DFLIX --- --- --- --- --- ---
BNY Mellon Floating Rate Income Y DFLYX --- --- --- --- --- ---
DWS Floating Rate A DFRAX --- --- --- --- --- ---
DWS Floating Rate C DFRCX --- --- --- --- --- ---
DWS Floating Rate S DFRPX --- --- --- --- --- ---
DWS Floating Rate R6 DFRRX --- --- --- --- --- ---
DWS Floating Rate Inst DFRTX --- --- --- --- --- ---
DoubleLine Floating Rate N DLFRX --- --- --- --- --- ---
Dunham Floating Rate Bond N DNFRX --- --- --- --- --- ---
Eaton Vance Floating Rate Adv EABLX --- --- --- --- --- ---
Eaton Vance Floating-Rate Advantage A EAFAX --- --- --- --- --- ---
Eaton Vance Floating-Rate & Hi Inc Adv EAFHX --- --- --- --- --- ---
Eaton Vance Floating Rate B EBBLX --- --- --- --- --- ---
Eaton Vance Floating-Rate Advantage B EBFAX --- --- --- --- --- ---
Eaton Vance Floating-Rate & Hi Inc B EBFHX --- --- --- --- --- ---
Eaton Vance Floating Rate C ECBLX --- --- --- --- --- ---
Eaton Vance Floating-Rate Advantage C ECFAX --- --- --- --- --- ---
Eaton Vance Floating-Rate & Hi Inc C ECFHX --- --- --- --- --- ---
Eaton Vance Floating-Rate Advantage R6 EFRRX --- --- --- --- --- ---
Eaton Vance Floating Rate I EIBLX --- --- --- --- --- ---
Eaton Vance Floating-Rate Advantage I EIFAX --- --- --- --- --- ---
Eaton Vance Floating-Rate & Hi Inc Inst EIFHX --- --- --- --- --- ---
Eaton Vance Floating Rate R6 ESBLX --- --- --- --- --- ---
Eaton Vance Floating-Rate & Hi Inc R6 ESFHX --- --- --- --- --- ---
Eaton Vance Floating Rate A EVBLX --- --- --- --- --- ---
Eaton Vance Floating-Rate Advantage Adv EVFAX --- --- --- --- --- ---
Eaton Vance Floating-Rate & Hi Inc A EVFHX --- --- --- --- --- ---
Franklin Floating Rate Daily Access A FAFRX --- --- --- --- --- ---
Franklin Floating Rate Daily Access C FCFRX --- --- --- --- --- ---
Franklin Floating Rate Daily Access Adv FDAAX --- --- --- --- --- ---
First Trust Short Duration High Inc A FDHAX --- --- --- --- --- ---
First Trust Short Duration High Inc C FDHCX --- --- --- --- --- ---
First Trust Short Duration High Inc I FDHIX --- --- --- --- --- ---
Fidelity® Series Floating Rate Hi Inc FFHCX --- --- --- --- --- ---
Fidelity Advisor® Floating Rate Hi Inc A FFRAX --- --- --- --- --- ---
Fidelity Advisor® Floating Rate Hi Inc C FFRCX --- --- --- --- --- ---
Franklin Floating Rate Daily Access R6 FFRDX --- --- --- --- --- ---
Fidelity® Floating Rate High Income FFRHX --- --- --- --- --- ---
Fidelity Advisor® Floating Rate Hi Inc I FFRIX --- --- --- --- --- ---
Federated Floating Rate Strat Inc R6 FFRLX --- --- --- --- --- ---
Federated Floating Rate Strat Inc Instl FFRSX --- --- --- --- --- ---
Fidelity Advisor® Floating Rate Hi Inc M FFRTX --- --- --- --- --- ---
Fidelity Advisor® Floating Rate Hi Inc Z FIQSX --- --- --- --- --- ---
Pioneer Floating Rate A FLARX --- --- --- --- --- ---
Power Floating Rate Index A FLOAX --- --- --- --- --- ---
Power Floating Rate Index C FLOCX --- --- --- --- --- ---
Power Floating Rate Index I FLOTX --- --- --- --- --- ---
Pioneer Floating Rate C FLRCX --- --- --- --- --- ---
Pioneer Floating Rate Y FLYRX --- --- --- --- --- ---
PGIM Floating Rate Income A FRFAX --- --- --- --- --- ---
PGIM Floating Rate Income C FRFCX --- --- --- --- --- ---
First Investors Floating Rate A FRFDX --- --- --- --- --- ---
First Investors Floating Rate Advisor FRFEX --- --- --- --- --- ---
First Investors Floating Rate Instl FRFNX --- --- --- --- --- ---
PGIM Floating Rate Income Z FRFZX --- --- --- --- --- ---
Federated Floating Rate Strat Inc C FRICX --- --- --- --- --- ---
Federated Floating Rate Strat Inc A FRSAX --- --- --- --- --- ---
Goldman Sachs High Yield Fl Rate A GFRAX --- --- --- --- --- ---
Goldman Sachs High Yield Fl Rate C GFRCX --- --- --- --- --- ---
Goldman Sachs High Yield Fl Rate Inv GFRIX --- --- --- --- --- ---
Goldman Sachs High Yield Fl Rate R GFRRX --- --- --- --- --- ---
Goldman Sachs High Yield Fl Rate R6 GFRSX --- --- --- --- --- ---
Goldman Sachs High Yield Fl Rate P GGNPX --- --- --- --- --- ---
Guggenheim Floating Rate Strats A GIFAX --- --- --- --- --- ---
Guggenheim Floating Rate Strats C GIFCX --- --- --- --- --- ---
Guggenheim Floating Rate Strats Instl GIFIX --- --- --- --- --- ---
Guggenheim Floating Rate Strats P GIFPX --- --- --- --- --- ---
Guggenheim Floating Rate Strats R6 GIFSX --- --- --- --- --- ---
Goldman Sachs High Yield Fl Rate Instl GSFRX --- --- --- --- --- ---
Hartford Floating Rate High Inc A HFHAX --- --- --- --- --- ---
Hartford Floating Rate High Inc C HFHCX --- --- --- --- --- ---
Hartford Floating Rate High Inc F HFHFX --- --- --- --- --- ---
Hartford Floating Rate High Inc I HFHIX --- --- --- --- --- ---
Hartford Floating Rate High Inc R3 HFHRX --- --- --- --- --- ---
Hartford Floating Rate High Inc R4 HFHSX --- --- --- --- --- ---
Hartford Floating Rate High Inc R5 HFHTX --- --- --- --- --- ---
Hartford Floating Rate High Inc Y HFHYX --- --- --- --- --- ---
Hartford Floating Rate A HFLAX --- --- --- --- --- ---
Hartford Floating Rate C HFLCX --- --- --- --- --- ---
Hartford Floating Rate F HFLFX --- --- --- --- --- ---
Hartford Floating Rate I HFLIX --- --- --- --- --- ---
Hartford Floating Rate R3 HFLRX --- --- --- --- --- ---
Hartford Floating Rate R4 HFLSX --- --- --- --- --- ---
Hartford Floating Rate R5 HFLTX --- --- --- --- --- ---
Hartford Floating Rate Y HFLYX --- --- --- --- --- ---
Voya Floating Rate A IFRAX --- --- --- --- --- ---
Voya Floating Rate C IFRCX --- --- --- --- --- ---
Voya Floating Rate I IFRIX --- --- --- --- --- ---
Voya Floating Rate P IFRPX --- --- --- --- --- ---
Voya Floating Rate R IFRRX --- --- --- --- --- ---
Voya Floating Rate W IFRWX --- --- --- --- --- ---
JHancock Floating Rate Income A JFIAX --- --- --- --- --- ---
JHancock Floating Rate Income B JFIBX --- --- --- --- --- ---
JHancock Floating Rate Income NAV JFIDX --- --- --- --- --- ---
JHancock Floating Rate Income C JFIGX --- --- --- --- --- ---
JHancock Floating Rate Income 1 JFIHX --- --- --- --- --- ---
JHancock Floating Rate Income I JFIIX --- --- --- --- --- ---
JHancock Floating Rate Income R6 JFIRX --- --- --- --- --- ---
JPMorgan Floating Rate Income A JPHAX --- --- --- --- --- ---
JPMorgan Floating Rate Income C JPHCX --- --- --- --- --- ---
JPMorgan Floating Rate Income R6 JPHRX --- --- --- --- --- ---
JPMorgan Floating Rate Income I JPHSX --- --- --- --- --- ---
Lord Abbett Floating Rate C LARCX --- --- --- --- --- ---
Leader Capital Leader Floating Rate Ins LFIFX --- --- --- --- --- ---
Lord Abbett Floating Rate A LFRAX --- --- --- --- --- ---
Lord Abbett Floating Rate F LFRFX --- --- --- --- --- ---
Lord Abbett Floating Rate I LFRIX --- --- --- --- --- ---
Lord Abbett Floating Rate F3 LFROX --- --- --- --- --- ---
Lord Abbett Floating Rate R2 LFRRX --- --- --- --- --- ---
Leader Capital Leader Floating Rate Inv LFVFX --- --- --- --- --- ---
Lord Abbett Floating Rate R4 LRRKX --- --- --- --- --- ---
Lord Abbett Floating Rate R3 LRRRX --- --- --- --- --- ---
Lord Abbett Floating Rate R5 LRRTX --- --- --- --- --- ---
Lord Abbett Floating Rate R6 LRRVX --- --- --- --- --- ---
Loomis Sayles Sr Floating Rate and F/I A LSFAX --- --- --- --- --- ---
Loomis Sayles Sr Floating Rate and F/I C LSFCX --- --- --- --- --- ---
Loomis Sayles Sr Floating Rate and F/I N LSFNX --- --- --- --- --- ---
Loomis Sayles Sr Floating Rate and F/I Y LSFYX --- --- --- --- --- ---
Metropolitan West Floating Rate Inc I MWFLX --- --- --- --- --- ---
Metropolitan West Floating Rate Inc M MWFRX --- --- --- --- --- ---
MainStay Floating Rate A MXFAX --- --- --- --- --- ---
MainStay Floating Rate B MXFBX --- --- --- --- --- ---
MainStay Floating Rate C MXFCX --- --- --- --- --- ---
MainStay Floating Rate R6 MXFEX --- --- --- --- --- ---
MainStay Floating Rate R3 MXFHX --- --- --- --- --- ---
MainStay Floating Rate I MXFIX --- --- --- --- --- ---
MainStay Floating Rate Inv MXFNX --- --- --- --- --- ---
Muzinich High Income Floating Rate Instl MZFIX --- --- --- --- --- ---
Nuveen Symphony Floating Rate Income C NFFCX --- --- --- --- --- ---
Neuberger Berman Floating Rate Inc A NFIAX --- --- --- --- --- ---
Neuberger Berman Floating Rate Inc C NFICX --- --- --- --- --- ---
Neuberger Berman Floating Rate Inc Inst NFIIX --- --- --- --- --- ---
Nuveen Symphony Floating Rate Income A NFRAX --- --- --- --- --- ---
AIG Senior Floating Rate C NFRCX --- --- --- --- --- ---
Nuveen Symphony Floating Rate Income R6 NFRFX --- --- --- --- --- ---
Nuveen Symphony Floating Rate Income I NFRIX --- --- --- --- --- ---
AIG Senior Floating Rate W NFRWX --- --- --- --- --- ---
Invesco Oppenheimer Senior Fl RateA OOSAX --- --- --- --- --- ---
Invesco Oppenheimer Senior Flg Rate C OOSCX --- --- --- --- --- ---
Invesco Oppenheimer Senior Fl RtR6 OOSIX --- --- --- --- --- ---
Invesco Oppenheimer Senior Fl Rate R OOSNX --- --- --- --- --- ---
Invesco Oppenheimer Senior Fl Rate Y OOSYX --- --- --- --- --- ---
Invesco Oppenheimer Senior Fl Rt Pls A OSFAX --- --- --- --- --- ---
Invesco Oppenheimer Senior Fl Rt Pls C OSFCX --- --- --- --- --- ---
Invesco Oppenheimer Senior Fl Rt PlsR6 OSFIX --- --- --- --- --- ---
Invesco Oppenheimer Senior Fl Rt Pls Y OSFYX --- --- --- --- --- ---
T. Rowe Price Floating Rate Adv PAFRX --- --- --- --- --- ---
T. Rowe Price Instl Floating Rate F PFFRX --- --- --- --- --- ---
Putnam Floating Rate Income C PFICX --- --- --- --- --- ---
Putnam Floating Rate Income R PFLLX --- --- --- --- --- ---
Putnam Floating Rate Income M PFLMX --- --- --- --- --- ---
Putnam Floating Rate Income A PFLRX --- --- --- --- --- ---
Putnam Floating Rate Income B PFRBX --- --- --- --- --- ---
PGIM Floating Rate Income R6 PFRIX --- --- --- --- --- ---
Penn Capital Defensive Fltng Rt Inc Inst PFRNX --- --- --- --- --- ---
Putnam Floating Rate Income Y PFRYX --- --- --- --- --- ---
Putnam Floating Rate Income R6 PFRZX --- --- --- --- --- ---
Virtus Newfleet Senior Floating Rate C PFSRX --- --- --- --- --- ---
PPM Floating Rate Income Institutional PKFIX --- --- --- --- --- ---
Pacific Funds Floating Rate Income C PLBCX --- --- --- --- --- ---
Pacific Funds Floating Rate Income Adv PLFDX --- --- --- --- --- ---
Pacific Funds Floating Rate Income A PLFLX --- --- --- --- --- ---
Pacific Funds Floating Rate Income I PLFRX --- --- --- --- --- ---
T. Rowe Price Floating Rate PRFRX --- --- --- --- --- ---
Virtus Newfleet Senior Floating Rate I PSFIX --- --- --- --- --- ---
Virtus Newfleet Senior Floating Rate A PSFRX --- --- --- --- --- ---
PIMCO Senior Floating Rate Instl PSRIX --- --- --- --- --- ---
PIMCO Senior Floating Rate I2 PSRPX --- --- --- --- --- ---
PIMCO Senior Floating Rate C PSRWX --- --- --- --- --- ---
PIMCO Senior Floating Rate A PSRZX --- --- --- --- --- ---
Payden Floating Rate SI PYFIX --- --- --- --- --- ---
Payden Floating Rate Investor PYFRX --- --- --- --- --- ---
Columbia Floating Rate A RFRAX --- --- --- --- --- ---
Columbia Floating Rate C RFRCX --- --- --- --- --- ---
Columbia Floating Rate Inst2 RFRFX --- --- --- --- --- ---
T. Rowe Price Instl Floating Rate RPIFX --- --- --- --- --- ---
Victory Floating Rate C RSFCX --- --- --- --- --- ---
Victory Floating Rate R RSFKX --- --- --- --- --- ---
Victory Floating Rate A RSFLX --- --- --- --- --- ---
Victory Floating Rate Y RSFYX --- --- --- --- --- ---
Virtus Seix Floating Rate High Inc I SAMBX --- --- --- --- --- ---
AIG Senior Floating Rate A SASFX --- --- --- --- --- ---
Shenkman Capital Floating Rt Hi Inc F SFHFX --- --- --- --- --- ---
Shenkman Capital Floating Rt Hi Inc Inst SFHIX --- --- --- --- --- ---
Invesco Oppenheimer Senior Fl Rt + R5 SFPPX --- --- --- --- --- ---
Virtus Seix Floating Rate High Inc A SFRAX --- --- --- --- --- ---
Virtus Seix Floating Rate High Inc C SFRCX --- --- --- --- --- ---
Invesco Oppenheimer Senior Fl Rt + R SFRPX --- --- --- --- --- ---
Invesco Oppenheimer Senior Fl Rt R5 SFRRX --- --- --- --- --- ---
Virtus Seix Floating Rate High Inc R6 SFRZX --- --- --- --- --- ---
American Beacon Sound Point FlRtIn A SOUAX --- --- --- --- --- ---
American Beacon Sound Point FlRtIn C SOUCX --- --- --- --- --- ---
American Beacon Sound Point FlRtIn Instl SPFLX --- --- --- --- --- ---
American Beacon Sound Point FlRtIn Inv SPFPX --- --- --- --- --- ---
American Beacon Sound Point FlRtIn SP SPFRX --- --- --- --- --- ---
American Beacon Sound Point FlRtIn Y SPFYX --- --- --- --- --- ---
T. Rowe Price Floating Rate I TFAIX --- --- --- --- --- ---
Transamerica Floating Rate A TFLAX --- --- --- --- --- ---
Transamerica Floating Rate C TFLCX --- --- --- --- --- ---
Transamerica Floating Rate I TFLIX --- --- --- --- --- ---
Voya Floating Rate P3 VPFRX --- --- --- --- --- ---
Virtus Newfleet Senior Floating Rate R6 VRSFX --- --- --- --- --- ---
Ziegler Senior Floating Rate A ZFLAX --- --- --- --- --- ---
Ziegler Senior Floating Rate C ZFLCX --- --- --- --- --- ---
Ziegler Senior Floating Rate Inst ZFLIX --- --- --- --- --- ---
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