Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VAFNX (INVESCO AMERICAN FRANCHISE FUND CLASS R5) | 9.09% | 21.88% | 23.28% | 10.80% | 16.14% | 14.17% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VAFNX (INVESCO AMERICAN FRANCHISE FUND CLASS R5) | 12/23/2010 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 21.88 | 23.28 | 10.80 | 16.14 | 14.17 | NA | … | … | 9.09 | 12.14 | 35.10 | 41.32 | -31.04 | 11.49 | 42.55 | 36.97 | -3.70 | 27.47 | 2.50 | 5.12 | 8.58 | 40.16 | 13.58 | -6.51 | 0.50 |
| Sharpe Ratio | NA | 1.08 | 0.94 | 0.35 | 0.65 | NA | NA | … | … | 0.86 | 0.35 | 1.60 | 2.19 | -1.09 | 0.59 | 1.23 | 2.32 | -0.23 | 2.85 | 0.15 | 0.29 | 0.55 | 3.23 | 0.91 | -0.25 | NA |
| Standard Deviation(%) | NA | 19.18 | 21.78 | 23.02 | 22.15 | NA | NA | … | … | 21.50 | 26.45 | 19.66 | 17.37 | 29.79 | 19.40 | 34.20 | 15.29 | 21.93 | 9.44 | 15.24 | 17.55 | 15.55 | 12.41 | 14.95 | 26.41 | NA |
| Draw Down(%) | NA | 19.20 | 27.22 | 38.69 | 38.69 | NA | NA | … | … | 15.20 | 27.22 | 13.86 | 11.94 | 34.05 | 11.48 | 30.17 | 9.00 | 24.54 | 3.10 | 16.29 | 13.10 | 9.62 | 6.96 | 13.65 | 22.57 | NA |
| Yield(%) | 0.00 | 12.82 | 8.08 | 8.20 | 12.40 | 12.88 | 9.96 | … | … | 0.00 | 12.83 | 4.66 | 0.00 | 5.01 | 22.76 | 10.93 | 8.48 | 8.77 | 6.28 | 4.03 | 4.86 | 9.51 | 5.63 | 0.44 | 1.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAFNX (INVESCO AMERICAN FRANCHISE FUND CLASS R5) |
2.49%
Sep 2020 – Sep 2023 |
7.38%
Jan 2018 – Jan 2023 |
11.03%
Oct 2013 – Oct 2023 |
12.50%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAFNX (INVESCO AMERICAN FRANCHISE FUND CLASS R5) |
31.20%
Sep 2022 – Sep 2025 |
23.40%
Jun 2016 – Jun 2021 |
17.94%
Sep 2011 – Sep 2021 |
13.73%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart