Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VVONX (INVESCO VALUE OPPORTUNITIES FUND CLASS R5) | 25.10% | 51.48% | 32.94% | 15.03% | 14.80% | 12.65% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VVONX (INVESCO VALUE OPPORTUNITIES FUND CLASS R5) | 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 (%) | 5.21 | 51.48 | 32.94 | 15.03 | 14.80 | 12.65 | NA | … | … | 25.10 | 20.58 | 30.36 | 15.57 | -6.54 | 25.33 | 6.09 | 30.42 | -19.67 | 17.55 | 18.43 | -10.44 | 7.02 | 33.15 | 18.38 | -5.86 |
| Sharpe Ratio | NA | 2.45 | 1.44 | 0.53 | 0.51 | NA | NA | … | … | 2.48 | 0.76 | 1.48 | 0.66 | -0.30 | 1.14 | 0.12 | 1.60 | -1.20 | 1.42 | 0.80 | -0.58 | 0.60 | 3.00 | 1.36 | -0.31 |
| Standard Deviation(%) | NA | 17.47 | 19.69 | 21.77 | 24.64 | NA | NA | … | … | 19.67 | 23.38 | 18.02 | 18.12 | 26.71 | 22.27 | 49.66 | 18.13 | 17.56 | 11.91 | 22.88 | 18.04 | 11.60 | 11.04 | 13.56 | 30.77 |
| Draw Down(%) | NA | 9.16 | 24.03 | 24.03 | 51.39 | NA | NA | … | … | 9.16 | 24.03 | 10.50 | 15.67 | 20.15 | 15.86 | 49.89 | 14.86 | 30.15 | 7.94 | 17.13 | 17.37 | 9.04 | 5.61 | 10.88 | 21.31 |
| Yield(%) | 0.00 | 11.53 | 10.01 | 5.44 | 6.75 | 7.31 | 5.38 | … | … | 0.00 | 11.40 | 9.62 | 2.55 | 0.96 | 1.38 | 0.67 | 2.44 | 10.62 | 5.64 | 1.98 | 12.49 | 2.56 | 1.90 | 1.89 | 0.02 |
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 |
|---|---|---|---|---|
| VVONX (INVESCO VALUE OPPORTUNITIES FUND CLASS R5) |
-10.00%
Mar 2017 – Mar 2020 |
-4.13%
Mar 2015 – Mar 2020 |
6.23%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVONX (INVESCO VALUE OPPORTUNITIES FUND CLASS R5) |
32.35%
May 2023 – May 2026 |
23.67%
Mar 2020 – Mar 2025 |
15.10%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart