VVR vs IFN

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

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

VVR vs IFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

VVR

$520M

IFN

$519M

Max Drawdown

Winner

VVR

79.46%

IFN

84.81%

Sharpe Ratio

Winner

VVR

-0.70

IFN

-1.74

5Y Beta

Winner

VVR

0.42

IFN

0.49

5Y Dividends CAGR

Winner

VVR

11.94%

IFN

5.70%

VVR vs IFN - Historical Returns

Returns include dividend reinvestment.

Period	VVR	IFN
1 month	-1.02%	-1.34%
3 months	+1.42%	-6.08%
6 months	-1.72%	-14.31%
1 year	-8.34%	-21.53%
5 years(CAGR)	+4.39%	+0.39%
10 years(CAGR)	+5.90%	+6.26%
Max(CAGR)	+4.01%	+9.87%

Winner

VVR

-1.02%

IFN

-1.34%

Winner

VVR

+1.42%

IFN

-6.08%

Winner

VVR

-1.72%

IFN

-14.31%

Winner

VVR

-8.34%

IFN

-21.53%

5Y(CAGR)

Winner

VVR

+4.39%

IFN

+0.39%

10Y(CAGR)

VVR

+5.90%

Winner

IFN

+6.26%

Max(CAGR)

VVR

+4.01%

Winner

IFN

+9.87%

VVR vs IFN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

VVR vs IFN Drawdown Comparison

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

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

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

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

Correlation

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

0.93

-101

Dividend Comparison (1999 - 2026)

VVR vs IFN dividend yield comparison.

Year	VVR	IFN
2026	6.03%	7.65%
2025	13.94%	16.09%
2024	13.06%	14.60%
2023	11.54%	8.97%
2022	11.46%	21.47%
2021	7.22%	15.21%
2020	6.71%	9.77%
2019	6.22%	11.57%
2018	6.68%	22.25%
2017	5.95%	12.11%
2016	6.41%	7.97%
2015	7.97%	8.02%
2014	7.11%	7.22%
2013	7.26%	4.76%
2012	6.25%	11.34%
2011	6.73%	6.09%
2010	6.52%	11.02%
2009	7.46%	0.00%
2008	21.18%	38.91%
2007	10.55%	15.44%
2006	7.89%	11.15%
2005	6.89%	11.23%
2004	5.07%	5.13%
2003	4.42%	0.52%
2002	6.88%	0.80%
2001	9.57%	0.74%
2000	11.27%	0.00%
1999	1.76%	0.00%