Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VAFRX (INVESCO AMERICAN FRANCHISE FUND CLASS R) | 8.84% | 21.26% | 22.66% | 10.23% | 15.51% | 13.53% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VAFRX (INVESCO AMERICAN FRANCHISE FUND CLASS R) | 05/24/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 21.26 | 22.66 | 10.23 | 15.51 | 13.53 | NA | … | … | 8.84 | -1.70 | 29.49 | 40.53 | -36.77 | -13.31 | 29.64 | 36.22 | -4.22 | 26.71 | 1.89 | 4.48 | 7.84 | 39.41 | 12.93 | -10.63 |
| Sharpe Ratio | NA | 1.05 | 0.92 | 0.33 | 0.63 | NA | NA | … | … | 0.83 | -0.16 | 1.16 | 2.11 | -1.23 | -0.40 | 0.83 | 2.28 | -0.25 | 2.76 | 0.11 | 0.25 | 0.50 | 3.17 | 0.87 | -0.53 |
| Standard Deviation(%) | NA | 19.19 | 21.78 | 23.01 | 22.16 | NA | NA | … | … | 21.51 | 29.33 | 19.82 | 17.40 | 31.15 | 33.65 | 35.47 | 15.30 | 21.96 | 9.48 | 15.26 | 17.58 | 15.58 | 12.41 | 14.97 | 31.69 |
| Draw Down(%) | NA | 19.35 | 27.28 | 39.02 | 39.02 | NA | NA | … | … | 15.31 | 27.28 | 13.89 | 12.06 | 38.07 | 30.83 | 30.20 | 9.01 | 24.67 | 3.12 | 16.35 | 13.36 | 9.71 | 6.97 | 13.75 | 22.63 |
| Yield(%) | 0.00 | 14.57 | 9.06 | 8.83 | 12.76 | 12.84 | 9.49 | … | … | 0.00 | 14.56 | 5.23 | 0.00 | 5.53 | 24.45 | 11.62 | 8.92 | 9.13 | 6.49 | 4.13 | 4.95 | 9.62 | 5.30 | 0.00 | 0.98 |
Data as of 06/04/2026, Common starting date is 05/24/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAFRX (INVESCO AMERICAN FRANCHISE FUND CLASS R) |
1.91%
Sep 2020 – Sep 2023 |
6.80%
Jan 2018 – Jan 2023 |
10.40%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAFRX (INVESCO AMERICAN FRANCHISE FUND CLASS R) |
30.51%
Sep 2022 – Sep 2025 |
22.71%
Jun 2016 – Jun 2021 |
17.25%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart