Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VVOCX (INVESCO VALUE OPPORTUNITIES FUND CLASS C) | 24.58% | 50.00% | 31.56% | 13.48% | 13.39% | 11.28% | 7.86% | … | … |
Data as of 06/04/2026, Common starting date is 12/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VVOCX (INVESCO VALUE OPPORTUNITIES FUND CLASS C) | 12/13/2001 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.20 | 50.00 | 31.56 | 13.48 | 13.39 | 11.28 | 7.86 | … | … | 24.58 | 19.33 | 29.09 | 14.34 | -8.36 | 23.11 | 4.78 | 29.02 | -20.52 | 16.32 | 17.14 | -11.49 | 5.80 | 31.54 | 16.91 | -4.18 | 12.73 | 29.24 | -40.70 | -6.01 | 14.24 | 6.98 | 16.40 | 36.04 | -17.19 | 2.74 |
| Sharpe Ratio | NA | 2.37 | 1.38 | 0.45 | 0.45 | NA | NA | … | … | 2.40 | 0.71 | 1.42 | 0.59 | -0.36 | 1.02 | 0.09 | 1.52 | -1.25 | 1.32 | 0.74 | -0.64 | 0.50 | 2.84 | 1.25 | -0.17 | 0.74 | 1.06 | -0.99 | -0.59 | 1.16 | 0.29 | 1.56 | 2.21 | -0.71 | 12.77 |
| Standard Deviation(%) | NA | 17.47 | 19.68 | 21.91 | 24.71 | NA | NA | … | … | 19.64 | 23.41 | 17.99 | 18.12 | 27.02 | 22.61 | 49.69 | 18.08 | 17.61 | 11.94 | 22.91 | 18.12 | 11.58 | 11.08 | 13.58 | 24.98 | 17.13 | 27.48 | 41.83 | 15.51 | 9.36 | 16.07 | 9.90 | 15.99 | 25.74 | 6.62 |
| Draw Down(%) | NA | 9.25 | 24.16 | 26.37 | 52.52 | NA | NA | … | … | 9.25 | 24.16 | 10.55 | 15.79 | 20.61 | 16.63 | 50.00 | 15.19 | 30.80 | 8.18 | 17.22 | 17.68 | 9.19 | 5.76 | 11.06 | 23.50 | 14.22 | 27.55 | 52.30 | 15.06 | 7.53 | 8.46 | 7.18 | 14.04 | 39.41 | 0.86 |
| Yield(%) | 0.00 | 12.64 | 10.56 | 5.26 | 6.33 | 6.48 | 4.60 | … | … | 0.00 | 12.43 | 9.94 | 2.84 | 0.14 | 0.00 | 0.00 | 2.62 | 11.18 | 5.85 | 1.33 | 12.32 | 1.09 | 0.55 | 0.43 | 0.00 | 0.29 | 0.30 | 0.09 | 8.41 | 7.06 | 8.68 | 1.78 | 0.00 | 0.50 | 0.24 |
Data as of 06/04/2026, Common starting date is 12/13/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVOCX (INVESCO VALUE OPPORTUNITIES FUND CLASS C) |
-20.61%
Feb 2006 – Feb 2009 |
-9.62%
Feb 2004 – Feb 2009 |
1.17%
Jan 2006 – Jan 2016 |
1.09%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVOCX (INVESCO VALUE OPPORTUNITIES FUND CLASS C) |
31.00%
May 2023 – May 2026 |
21.96%
Mar 2020 – Mar 2025 |
13.69%
Feb 2016 – Feb 2026 |
11.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart