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IFN vs VVR

Comparison between India Fund Inc (IFN, ETF) and Invesco Senior Income Trust (VVR, ETF).

5-Year PerformanceVVR has outperformed IFN, delivering a return of +4.4% compared to +0.4%

IFN vs VVR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IFN
$519M
Winner
VVR
$520M
Max Drawdown
IFN
84.81%
Winner
VVR
79.46%
Sharpe Ratio
IFN
-1.74
Winner
VVR
-0.70
5Y Beta
IFN
0.49
Winner
VVR
0.42
5Y Dividends CAGR
IFN
5.70%
Winner
VVR
11.94%

IFN vs VVR - Historical Returns

Returns include dividend reinvestment.

1M
IFN
-1.34%
Winner
VVR
-1.02%
3M
IFN
-6.08%
Winner
VVR
+1.42%
6M
IFN
-14.31%
Winner
VVR
-1.72%
1Y
IFN
-21.53%
Winner
VVR
-8.34%
5Y(CAGR)
IFN
+0.39%
Winner
VVR
+4.39%
10Y(CAGR)
Winner
IFN
+6.26%
VVR
+5.90%
Max(CAGR)
Winner
IFN
+9.87%
VVR
+4.01%

IFN vs VVR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIFNVVR
2026-16.45%-2.26%
2025-1.32%-6.86%
2024-2.20%+8.01%
2023+32.46%+20.83%
2022-17.34%-1.32%
2021+22.42%+17.85%
2020+11.04%-0.61%
2019+11.21%+14.90%
2018-5.34%-6.85%
2017+39.00%-0.24%
2016+3.59%+24.32%
2015-6.72%-4.52%
2014+41.45%-2.92%
2013-2.50%+3.58%
2012+18.26%+27.58%
2011-43.26%-3.18%
2010+25.52%+15.92%
2009+59.56%+67.32%
2008-60.29%-58.92%
2007+60.19%-13.25%
2006+23.68%+22.63%
2005+45.06%-1.38%
2004+19.71%+1.63%
2003+136.57%+33.74%
2002+10.29%+1.60%
2001-21.06%+5.87%
2000-32.29%+3.10%
1999+40.99%-10.09%

IFN vs VVR Drawdown Comparison

The maximum drawdown for IFN was -71.83%, occurring on Mar 9, 2009. Recovery took 2351 trading sessions.

The maximum drawdown for VVR was -73.76%, occurring on Dec 15, 2008. Recovery took 1440 trading sessions.

The current IFN drawdown is -28.40%. The current VVR drawdown is -14.84%.

RankIFNVVR
#1-71.83%
Jan 14, 2008 - May 16, 2017
-73.76%
Jun 19, 2007 - Mar 8, 2013
#2-65.52%
Mar 6, 2000 - Dec 12, 2003
-55.89%
Feb 19, 2020 - Jan 14, 2021
#3-41.96%
May 10, 2006 - Oct 15, 2007
-23.07%
May 10, 2013 - Dec 9, 2016
#4-41.41%
Jan 17, 2020 - Dec 1, 2020
-19.49%
Feb 28, 2025 - Apr 7, 2025
#5-32.89%
Apr 5, 2004 - Dec 13, 2004
-18.97%
Sep 21, 2000 - Apr 2, 2003
#6-31.53%
Mar 8, 2024 - Mar 30, 2026
-14.53%
Jan 18, 2022 - Feb 15, 2023
#7-24.71%
Jan 13, 2022 - Sep 11, 2023
-12.46%
May 10, 2017 - Feb 28, 2019
#8-23.21%
Jan 23, 2018 - Jan 13, 2020
-12.22%
Mar 6, 2023 - Aug 11, 2023
#9-19.93%
Jan 3, 2005 - Jun 29, 2005
-12.03%
Nov 16, 1999 - Jul 27, 2000
#10-18.00%
Sep 20, 2005 - Dec 22, 2005
-10.75%
Sep 12, 2024 - Feb 18, 2025
#11-17.60%
Jan 14, 2004 - Apr 5, 2004
-10.69%
Mar 8, 2005 - May 26, 2006
#12-17.14%
Oct 31, 2007 - Dec 6, 2007
-9.01%
Apr 7, 2004 - Feb 4, 2005
#13-12.67%
Oct 15, 2007 - Oct 29, 2007
-7.29%
Oct 10, 2023 - Dec 1, 2023
#14-10.93%
Sep 25, 2023 - Nov 17, 2023
-6.35%
May 21, 2024 - Jul 12, 2024
#15-10.70%
Mar 3, 2006 - Apr 10, 2006
-5.36%
Jun 29, 2021 - Sep 15, 2021

Correlation

Correlation between IFN and VVR is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

IFN vs VVR dividend yield comparison.

YearIFNVVR
20267.65%6.03%
202516.09%13.94%
202414.60%13.06%
20238.97%11.54%
202221.47%11.46%
202115.21%7.22%
20209.77%6.71%
201911.57%6.22%
201822.25%6.68%
201712.11%5.95%
20167.97%6.41%
20158.02%7.97%
20147.22%7.11%
20134.76%7.26%
201211.34%6.25%
20116.09%6.73%
201011.02%6.52%
20090.00%7.46%
200838.91%21.18%
200715.44%10.55%
200611.15%7.89%
200511.23%6.89%
20045.13%5.07%
20030.52%4.42%
20020.80%6.88%
20010.74%9.57%
20000.00%11.27%
19990.00%1.76%

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