Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VVOAX (INVESCO VALUE OPPORTUNITIES FUND CLASS A) | 3.36% | 12.33% | 14.47% | 17.78% | 8.21% | 10.23% | 6.77% | 7.33% |
Data as of 07/02/2025, AR inception is 12/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VVOAX (INVESCO VALUE OPPORTUNITIES FUND CLASS A) | 12/13/2001 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.70 | 12.33 | 14.47 | 17.78 | 8.21 | 10.23 | 6.77 | 7.33 | 3.36 | 21.50 | 12.75 | -6.95 | 24.91 | 5.49 | 29.87 | -19.97 | 17.07 | 18.02 | -10.82 | 6.57 | 32.51 | 17.69 | -3.58 | 13.32 | 30.15 | -40.30 | -5.28 | 15.11 | 7.76 | 17.22 | 37.01 | -16.42 | 2.76 |
| Sharpe Ratio | NA | 0.21 | 0.44 | 0.62 | 0.25 | NA | NA | 0.26 | -0.08 | 0.76 | 0.48 | -0.31 | 1.11 | 0.11 | 1.58 | -1.21 | 1.37 | 0.78 | -0.60 | 0.56 | 2.95 | 1.31 | -0.15 | 0.77 | 1.09 | -0.98 | -0.53 | 1.27 | 0.34 | 1.65 | 2.27 | -0.68 | 12.24 |
| Standard Deviation(%) | NA | 26.30 | 22.43 | 23.31 | 25.16 | NA | NA | 22.50 | 29.55 | 19.65 | 17.98 | 26.73 | 22.35 | 49.62 | 18.06 | 17.66 | 12.03 | 22.86 | 17.97 | 11.62 | 11.02 | 13.55 | 24.87 | 17.15 | 27.48 | 41.82 | 15.53 | 9.35 | 16.51 | 9.87 | 15.97 | 25.68 | 6.99 |
| Draw Down(%) | NA | 28.51 | 28.51 | 28.51 | 51.81 | NA | NA | 62.07 | 24.05 | 14.23 | 15.71 | 20.25 | 15.99 | 49.89 | 15.07 | 30.45 | 8.00 | 17.11 | 17.53 | 9.07 | 5.62 | 10.98 | 23.28 | 14.21 | 27.40 | 52.03 | 14.76 | 7.39 | 8.75 | 6.95 | 13.97 | 39.04 | 0.97 |
| Yield(%) | 0.00 | 0.45 | 0.55 | 0.76 | 3.34 | 4.65 | 3.63 | 4.35 | 0.00 | 0.51 | 0.24 | 0.68 | 0.75 | 0.26 | 2.46 | 10.65 | 5.63 | 1.48 | 12.30 | 1.82 | 1.29 | 1.21 | 0.01 | 1.07 | 1.06 | 0.71 | 8.83 | 7.78 | 9.11 | 2.06 | 0.49 | 0.84 | 0.58 |
Data as of 07/02/2025, AR inception is 12/13/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVOAX (INVESCO VALUE OPPORTUNITIES FUND CLASS A) |
-20.07%
Feb 2006 - Feb 2009 |
-8.96%
Feb 2004 - Feb 2009 |
1.88%
Jan 2006 - Jan 2016 |
1.79%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVOAX (INVESCO VALUE OPPORTUNITIES FUND CLASS A) |
24.93%
Feb 2009 - Feb 2012 |
22.32%
Feb 2009 - Feb 2014 |
13.32%
Feb 2009 - Feb 2019 |
11.95%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart