XSLCX vs. DSU
XSLCX (Invesco Senior Loan Fund Class IC) and DSU (BlackRock Debt Strategies Fund, Inc.) are both Bank Loan funds. Over the past 5 years, XSLCX returned 3.87%/yr vs 6.68%/yr for DSU. Their 0.28 correlation means their historical movements had little consistent relationship. XSLCX charges 1.60%/yr vs 2.47%/yr for DSU.
Performance
XSLCX vs. DSU - 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 DSU's -0.43% 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%
DSU
- 1D
- 0.32%
- 1M
- -1.68%
- 6M
- -1.38%
- YTD
- -0.43%
- 1Y
- 0.57%
- 3Y*
- 9.87%
- 5Y*
- 6.68%
- 10Y*
- 7.50%
- ALL TIME*
- 5.01%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.16M | $3.62M | $3.24M | |
| $0.00 | $0.00 | $0.00 |
XSLCX vs. DSU - 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% |
DSU BlackRock Debt Strategies Fund, Inc. | -0.43% | 5.97% | 11.13% | 30.34% | -15.51% | 19.36% | 1.60% | 23.84% | -10.04% | 9.33% |
Correlation
The correlation between XSLCX and DSU is 0.20, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.20 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.27 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2017 | 0.28 |
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Return for Risk
XSLCX vs. DSU — Risk / Return Rank
XSLCX
DSU
XSLCX vs. DSU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Senior Loan Fund Class IC (XSLCX) and BlackRock Debt Strategies Fund, Inc. (DSU). 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 | DSU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.63 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.02 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | -0.24 | 0.08 | -0.32 |
| Martin ratioReturn relative to average drawdown | -0.46 | 0.27 | -0.73 |
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Drawdowns
XSLCX vs. DSU - Drawdown Comparison
The maximum XSLCX drawdown since its inception was -23.53%, smaller than the maximum DSU drawdown of -72.03%. Use the drawdown chart below to compare losses from any high point for XSLCX and DSU.
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Drawdown Indicators
| XSLCX | DSU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.53% | -72.03% | +48.50% |
Max Drawdown (1Y)Largest decline over 1 year | -3.40% | -7.21% | +3.81% |
Max Drawdown (3Y)Largest decline over 3 years | -3.84% | -14.59% | +10.75% |
Max Drawdown (5Y)Largest decline over 5 years | -8.64% | -24.23% | +15.59% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.36% | — |
Current DrawdownCurrent decline from peak | -1.66% | -2.88% | +1.22% |
Average DrawdownAverage peak-to-trough decline | -1.63% | -11.55% | +9.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.70% | 2.11% | -0.41% |
Volatility
XSLCX vs. DSU - Volatility Comparison
The current volatility for Invesco Senior Loan Fund Class IC (XSLCX) is 0.38%, while BlackRock Debt Strategies Fund, Inc. (DSU) has a volatility of 2.03%. This indicates that XSLCX experiences smaller price fluctuations and is considered to be less risky than DSU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XSLCX | DSU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.38% | 2.03% | -1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 2.28% | 6.46% | -4.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.31% | 8.33% | -5.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.18% | 11.73% | -7.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.88% | 15.90% | -11.02% |
XSLCX vs. DSU - Expense Ratio Comparison
XSLCX has a 1.60% expense ratio, which is lower than DSU's 2.47% expense ratio.
Dividends
XSLCX vs. DSU - Dividend Comparison
XSLCX's dividend yield for the trailing twelve months is around 4.54%, less than DSU's 12.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSU BlackRock Debt Strategies Fund, Inc. | 12.54% | 11.64% | 11.01% | 9.70% | 7.56% | 6.21% | 7.96% | 7.43% | 8.41% | 6.98% | 6.60% | 8.07% |
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 DSU have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DSU has higher volatility (2.03%) compared to XSLCX (0.38%). In terms of maximum drawdown, XSLCX dropped -23.53% vs DSU's -72.03%.
DSU currently has the higher Sharpe Ratio (0.07 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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