Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VAFBX (INVESCO AMERICAN FRANCHISE FUND CLASS B) | NA | 32.78% | 14.23% | 16.85% | 11.10% | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 06/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VAFBX (INVESCO AMERICAN FRANCHISE FUND CLASS B) | 06/30/2005 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.91 | 32.78 | 14.23 | 16.85 | 11.10 | NA | NA | … | … | 10.76 | 27.04 | 2.06 | 4.94 | 8.26 | 39.70 | 13.21 | -7.14 | 20.59 | 29.90 | -28.63 | -2.47 | 15.73 | 5.28 |
| Sharpe Ratio | NA | 3.29 | 0.97 | 1.16 | 0.59 | NA | NA | … | … | 33.77 | 2.79 | 0.12 | 0.28 | 0.53 | 3.20 | 0.89 | -0.27 | 1.19 | 1.48 | -1.01 | -0.47 | 1.65 | 1.20 |
| Standard Deviation(%) | NA | 9.76 | 14.38 | 14.35 | 18.68 | NA | NA | … | … | 9.40 | 9.49 | 15.29 | 17.54 | 15.54 | 12.41 | 14.96 | 26.39 | 17.22 | 20.20 | 29.09 | 11.66 | 7.56 | 6.94 |
| Draw Down(%) | NA | 3.10 | 18.43 | 18.43 | 42.30 | NA | NA | … | … | 0.44 | 3.10 | 16.34 | 13.23 | 9.69 | 6.94 | 13.71 | 22.64 | 12.84 | 23.08 | 37.36 | 10.29 | 4.21 | 4.64 |
| Yield(%) | 0.00 | 6.28 | 5.16 | 7.50 | 5.06 | 4.08 | 3.06 | … | … | 0.00 | 6.57 | 4.19 | 5.03 | 9.78 | 5.54 | 0.03 | 1.02 | 0.00 | 0.81 | 0.87 | 6.83 | 0.58 | 0.54 |
Data as of 01/26/2018, Common starting date is 06/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAFBX (INVESCO AMERICAN FRANCHISE FUND CLASS B) |
-13.19%
Feb 2006 – Feb 2009 |
-0.09%
Sep 2006 – Sep 2011 |
6.12%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAFBX (INVESCO AMERICAN FRANCHISE FUND CLASS B) |
25.30%
Feb 2009 – Feb 2012 |
22.96%
Feb 2009 – Feb 2014 |
9.23%
Dec 2007 – Dec 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart