Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSLBX (Invesco Senior Loan Fund Class B) | NA | 5.52% | 5.42% | 4.71% | 3.58% | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 02/22/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSLBX (Invesco Senior Loan Fund Class B) | 02/22/2005 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 5.52 | 5.42 | 4.71 | 3.58 | NA | NA | … | … | 0.90 | 5.37 | 15.02 | -5.06 | 1.26 | 8.63 | 13.29 | 1.72 | 10.67 | 59.53 | -47.18 | -0.34 | 1.73 | -0.85 |
| Sharpe Ratio | NA | 2.30 | 1.90 | 1.72 | 0.74 | NA | NA | … | … | 10.78 | 2.26 | 4.59 | -1.99 | 0.44 | 4.05 | 5.25 | 0.45 | 3.96 | 11.19 | -4.95 | -1.22 | -1.18 | -2.62 |
| Standard Deviation(%) | NA | 2.10 | 2.69 | 2.62 | 4.55 | NA | NA | … | … | 1.15 | 2.10 | 3.22 | 2.56 | 2.79 | 2.12 | 2.54 | 3.75 | 2.67 | 5.31 | 9.70 | 2.78 | 1.33 | 1.23 |
| Draw Down(%) | NA | 0.90 | 11.71 | 11.77 | 46.05 | NA | NA | … | … | 0.00 | 0.90 | 4.58 | 8.12 | 4.78 | 1.48 | 2.16 | 7.24 | 3.53 | 4.87 | 47.80 | 4.62 | 0.88 | 1.42 |
| Yield(%) | 0.00 | 4.19 | 4.82 | 5.00 | 4.22 | 3.10 | 2.33 | … | … | 0.00 | 4.22 | 5.64 | 5.13 | 4.89 | 6.22 | 5.80 | 4.18 | 4.27 | 7.22 | 6.00 | 6.79 | 2.05 | 0.03 |
Data as of 01/26/2018, Common starting date is 02/22/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSLBX (Invesco Senior Loan Fund Class B) |
-18.79%
Dec 2005 – Dec 2008 |
-2.63%
Jun 2005 – Jun 2010 |
0.93%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSLBX (Invesco Senior Loan Fund Class B) |
21.55%
Dec 2008 – Dec 2011 |
17.19%
Dec 2008 – Dec 2013 |
3.13%
Dec 2007 – Dec 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart