XSLCX vs. ACSTX
XSLCX (Invesco Senior Loan Fund Class IC) and ACSTX (Invesco Comstock Fund) are both mutual funds - XSLCX is a Bank Loan fund managed by Invesco, while ACSTX is a Large Cap Value Equities fund managed by Invesco. Over the past 5 years, XSLCX returned 3.87%/yr vs 13.32%/yr for ACSTX. Their 0.32 correlation means their historical movements had little consistent relationship. XSLCX charges 1.60%/yr vs 0.80%/yr for ACSTX.
Performance
XSLCX vs. ACSTX - Performance Comparison
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Returns By Period
In the year-to-date period, XSLCX achieves a -0.74% return, which is significantly lower than ACSTX's 13.00% return.
XSLCX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- -0.03%
- YTD
- -0.74%
- 1Y
- -0.56%
- 3Y*
- 4.28%
- 5Y*
- 3.87%
- 10Y*
- —
- ALL TIME*
- 3.80%
ACSTX
- 1D
- 0.17%
- 1M
- 1.00%
- 6M
- 8.93%
- YTD
- 13.00%
- 1Y
- 24.37%
- 3Y*
- 16.18%
- 5Y*
- 13.32%
- 10Y*
- 12.84%
- ALL TIME*
- 9.54%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
XSLCX vs. ACSTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XSLCX Invesco Senior Loan Fund Class IC | -0.74% | 4.54% | 6.88% | 9.95% | -3.06% | 8.31% | 1.15% | 7.58% | -0.23% | 2.53% |
ACSTX Invesco Comstock Fund | 13.00% | 17.22% | 15.00% | 12.37% | 0.74% | 33.33% | -0.78% | 24.35% | -12.34% | 17.01% |
Correlation
The correlation between XSLCX and ACSTX is 0.15, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.15 |
Correlation (3Y) Balances recent behavior with more history. | 0.24 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.33 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2017 | 0.32 |
The correlation between XSLCX and ACSTX shifts across timeframes, from 0.15 (1 year) to 0.33 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
XSLCX vs. ACSTX — Risk / Return Rank
XSLCX
ACSTX
XSLCX vs. ACSTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Senior Loan Fund Class IC (XSLCX) and Invesco Comstock Fund (ACSTX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XSLCX | ACSTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.42 | ||
| Sortino ratioReturn per unit of downside risk | -3.56 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.39 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | -0.24 | 2.89 | -3.13 |
| Martin ratioReturn relative to average drawdown | -0.46 | 11.39 | -11.85 |
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Drawdowns
XSLCX vs. ACSTX - Drawdown Comparison
The maximum XSLCX drawdown since its inception was -23.53%, smaller than the maximum ACSTX drawdown of -58.61%. Use the drawdown chart below to compare losses from any high point for XSLCX and ACSTX.
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Drawdown Indicators
| XSLCX | ACSTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.53% | -58.61% | +35.08% |
Max Drawdown (1Y)Largest decline over 1 year | -3.40% | -8.02% | +4.62% |
Max Drawdown (3Y)Largest decline over 3 years | -3.84% | -15.61% | +11.77% |
Max Drawdown (5Y)Largest decline over 5 years | -8.64% | -17.25% | +8.61% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.80% | — |
Current DrawdownCurrent decline from peak | -1.66% | -0.35% | -1.31% |
Average DrawdownAverage peak-to-trough decline | -1.63% | -9.32% | +7.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.70% | 2.04% | -0.34% |
Volatility
XSLCX vs. ACSTX - Volatility Comparison
The current volatility for Invesco Senior Loan Fund Class IC (XSLCX) is 0.38%, while Invesco Comstock Fund (ACSTX) has a volatility of 2.31%. This indicates that XSLCX experiences smaller price fluctuations and is considered to be less risky than ACSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XSLCX | ACSTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.38% | 2.31% | -1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 2.28% | 7.99% | -5.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.31% | 10.89% | -7.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.18% | 15.19% | -11.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.88% | 19.31% | -14.43% |
XSLCX vs. ACSTX - Expense Ratio Comparison
XSLCX has a 1.60% expense ratio, which is higher than ACSTX's 0.80% expense ratio.
Dividends
XSLCX vs. ACSTX - Dividend Comparison
XSLCX's dividend yield for the trailing twelve months is around 4.54%, less than ACSTX's 7.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACSTX Invesco Comstock Fund | 7.86% | 8.79% | 10.17% | 8.44% | 13.00% | 8.66% | 2.05% | 6.66% | 10.03% | 3.60% | 6.98% | 1.10% |
XSLCX Invesco Senior Loan Fund Class IC | 4.54% | 6.75% | 8.60% | 7.87% | 8.89% | 4.85% | 4.32% | 4.82% | 5.06% | 2.19% | 0.00% | 0.00% |
Frequently Asked Questions
XSLCX and ACSTX have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ACSTX has higher volatility (2.31%) compared to XSLCX (0.38%). In terms of maximum drawdown, XSLCX dropped -23.53% vs ACSTX's -58.61%.
ACSTX currently has the higher Sharpe Ratio (2.14 vs -0.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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