Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VVORX (INVESCO VALUE OPPORTUNITIES FUND CLASS R) | 24.85% | 50.71% | 32.24% | 14.33% | 14.07% | 11.90% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VVORX (INVESCO VALUE OPPORTUNITIES 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 (%) | 5.24 | 50.71 | 32.24 | 14.33 | 14.07 | 11.90 | NA | … | … | 24.85 | 19.97 | 29.65 | 14.93 | -7.24 | 24.33 | 5.29 | 29.60 | -20.20 | 16.84 | 17.72 | -11.07 | 6.34 | 32.16 | 17.41 | -6.36 |
| Sharpe Ratio | NA | 2.40 | 1.41 | 0.49 | 0.48 | NA | NA | … | … | 2.44 | 0.73 | 1.44 | 0.63 | -0.33 | 1.09 | 0.10 | 1.56 | -1.23 | 1.36 | 0.76 | -0.61 | 0.55 | 2.90 | 1.30 | -0.33 |
| Standard Deviation(%) | NA | 17.46 | 19.69 | 21.81 | 24.63 | NA | NA | … | … | 19.64 | 23.39 | 18.03 | 18.14 | 26.76 | 22.38 | 49.53 | 18.08 | 17.58 | 11.92 | 22.93 | 18.05 | 11.55 | 11.07 | 13.48 | 30.68 |
| Draw Down(%) | NA | 9.24 | 24.09 | 24.97 | 52.01 | NA | NA | … | … | 9.24 | 24.09 | 10.53 | 15.78 | 20.38 | 16.14 | 49.88 | 15.16 | 30.51 | 8.04 | 17.17 | 17.58 | 9.10 | 5.71 | 11.00 | 21.53 |
| Yield(%) | 0.00 | 11.47 | 9.85 | 5.10 | 6.26 | 6.61 | 4.86 | … | … | 0.00 | 11.30 | 9.39 | 2.63 | 0.48 | 0.35 | 0.00 | 2.49 | 10.73 | 5.65 | 1.29 | 12.22 | 1.55 | 1.02 | 0.93 | 0.01 |
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 |
|---|---|---|---|---|
| VVORX (INVESCO VALUE OPPORTUNITIES FUND CLASS R) |
-10.57%
Mar 2017 – Mar 2020 |
-4.74%
Mar 2015 – Mar 2020 |
5.51%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVORX (INVESCO VALUE OPPORTUNITIES FUND CLASS R) |
31.64%
May 2023 – May 2026 |
22.86%
Mar 2020 – Mar 2025 |
14.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart