VSLCX vs. VAFAX
Compare and contrast key facts about Invesco Senior Loan Fund Class C (VSLCX) and Invesco American Franchise Fund Class A (VAFAX).
VSLCX is managed by Invesco. It was launched on Feb 21, 2005. VAFAX is managed by Invesco. It was launched on Jun 23, 2005.
Performance
VSLCX vs. VAFAX - Performance Comparison
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VSLCX vs. VAFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSLCX Invesco Senior Loan Fund Class C | -2.30% | 3.98% | 6.05% | 9.82% | -3.89% | 7.39% | 0.29% | 6.81% | -1.16% | 4.59% |
VAFAX Invesco American Franchise Fund Class A | -9.70% | 11.86% | 34.78% | 40.91% | -31.20% | 11.13% | 42.15% | 36.55% | -3.99% | 27.11% |
Returns By Period
In the year-to-date period, VSLCX achieves a -2.30% return, which is significantly higher than VAFAX's -9.70% return. Over the past 10 years, VSLCX has underperformed VAFAX with an annualized return of 4.35%, while VAFAX has yielded a comparatively higher 13.99% annualized return.
VSLCX
- 1D
- 0.00%
- 1M
- -0.00%
- YTD
- -2.30%
- 6M
- -3.28%
- 1Y
- 2.46%
- 3Y*
- 5.01%
- 5Y*
- 3.45%
- 10Y*
- 4.35%
VAFAX
- 1D
- 4.44%
- 1M
- -5.93%
- YTD
- -9.70%
- 6M
- -12.22%
- 1Y
- 14.68%
- 3Y*
- 19.34%
- 5Y*
- 7.06%
- 10Y*
- 13.99%
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VSLCX vs. VAFAX - Expense Ratio Comparison
VSLCX has a 2.45% expense ratio, which is higher than VAFAX's 0.95% expense ratio.
Return for Risk
VSLCX vs. VAFAX — Risk / Return Rank
VSLCX
VAFAX
VSLCX vs. VAFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Senior Loan Fund Class C (VSLCX) and Invesco American Franchise Fund Class A (VAFAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| VSLCX | VAFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.63 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.06 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.15 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.44 | 0.65 | -0.21 |
Martin ratioReturn relative to average drawdown | 1.06 | 2.03 | -0.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VSLCX | VAFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.63 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.31 | +0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.94 | 0.63 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.53 | +0.18 |
Correlation
The correlation between VSLCX and VAFAX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
VSLCX vs. VAFAX - Dividend Comparison
VSLCX's dividend yield for the trailing twelve months is around 4.16%, less than VAFAX's 15.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSLCX Invesco Senior Loan Fund Class C | 4.16% | 6.03% | 7.82% | 7.94% | 7.95% | 4.00% | 3.50% | 3.95% | 4.07% | 3.42% | 4.46% | 5.34% |
VAFAX Invesco American Franchise Fund Class A | 15.61% | 14.09% | 3.74% | 0.00% | 8.32% | 26.50% | 8.78% | 6.85% | 10.42% | 5.37% | 4.08% | 4.90% |
Drawdowns
VSLCX vs. VAFAX - Drawdown Comparison
The maximum VSLCX drawdown since its inception was -48.59%, roughly equal to the maximum VAFAX drawdown of -48.48%. Use the drawdown chart below to compare losses from any high point for VSLCX and VAFAX.
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Drawdown Indicators
| VSLCX | VAFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.59% | -48.48% | -0.11% |
Max Drawdown (1Y)Largest decline over 1 year | -3.45% | -19.27% | +15.82% |
Max Drawdown (5Y)Largest decline over 5 years | -8.82% | -38.86% | +30.04% |
Max Drawdown (10Y)Largest decline over 10 years | -23.56% | -38.86% | +15.30% |
Current DrawdownCurrent decline from peak | -3.28% | -15.69% | +12.41% |
Average DrawdownAverage peak-to-trough decline | -4.32% | -8.16% | +3.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.54% | 6.14% | -4.60% |
Volatility
VSLCX vs. VAFAX - Volatility Comparison
The current volatility for Invesco Senior Loan Fund Class C (VSLCX) is 0.74%, while Invesco American Franchise Fund Class A (VAFAX) has a volatility of 8.31%. This indicates that VSLCX experiences smaller price fluctuations and is considered to be less risky than VAFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSLCX | VAFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 8.31% | -7.57% |
Volatility (6M)Calculated over the trailing 6-month period | 1.84% | 15.69% | -13.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.95% | 25.39% | -21.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.98% | 23.03% | -19.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.68% | 22.23% | -17.55% |