Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XSLCX (Invesco Senior Loan Fund Class) | -3.02% | -3.88% | -2.00% | -3.55% | 0.34% | 1.64% | 1.42% | … | … |
Data as of 06/05/2026, Common starting date is 06/17/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XSLCX (Invesco Senior Loan Fund Class) | 06/17/2002 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | -3.88 | -2.00 | -3.55 | 0.34 | 1.64 | 1.42 | … | … | -3.02 | -2.43 | -1.88 | 1.56 | -11.09 | 3.18 | -3.38 | 7.54 | -0.19 | 5.48 | 15.15 | -4.96 | 1.70 | 8.81 | 13.45 | 2.53 | 11.62 | 60.62 | -46.78 | 0.43 | 6.28 | 4.05 | 5.83 | 20.67 | -5.74 |
| Sharpe Ratio | NA | -2.97 | -2.00 | -2.00 | -0.28 | NA | NA | … | … | -3.92 | -1.69 | -4.67 | -1.04 | -2.90 | 1.31 | -0.34 | 2.02 | -0.60 | 2.49 | 4.64 | -1.93 | 0.65 | 4.00 | 5.00 | 0.65 | 4.24 | 11.29 | -4.95 | -0.88 | 1.52 | 1.16 | 3.04 | 2.26 | -5.28 |
| Standard Deviation(%) | NA | 2.14 | 2.52 | 3.01 | 4.30 | NA | NA | … | … | 2.38 | 3.19 | 1.81 | 2.60 | 4.32 | 2.40 | 10.61 | 3.03 | 2.51 | 1.96 | 3.22 | 2.58 | 2.62 | 2.19 | 2.70 | 3.87 | 2.72 | 5.36 | 9.61 | 2.93 | 1.99 | 1.62 | 1.61 | 8.86 | 2.15 |
| Draw Down(%) | NA | 4.89 | 8.26 | 17.82 | 24.16 | NA | NA | … | … | 3.20 | 5.39 | 2.89 | 3.05 | 11.50 | 2.27 | 24.16 | 2.39 | 6.14 | 0.75 | 4.41 | 8.20 | 4.33 | 1.47 | 1.95 | 7.12 | 3.55 | 4.83 | 47.47 | 4.50 | 0.44 | 0.77 | 0.78 | 1.49 | 6.24 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.79 | 2.99 | 2.98 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.94 | 4.87 | 4.33 | 5.76 | 5.22 | 5.04 | 6.38 | 6.41 | 4.97 | 5.00 | 8.12 | 6.68 | 7.54 | 6.44 | 4.43 | 1.55 | 2.54 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/17/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSLCX (Invesco Senior Loan Fund Class) |
-17.18%
Dec 2005 – Dec 2008 |
-8.96%
Dec 2003 – Dec 2008 |
0.23%
Apr 2015 – Apr 2025 |
1.63%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSLCX (Invesco Senior Loan Fund Class) |
22.50%
Dec 2008 – Dec 2011 |
17.81%
Dec 2008 – Dec 2013 |
10.27%
Dec 2008 – Dec 2018 |
6.51%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart