Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VVOSX (Invesco Value Opportunities Fund Cl R6) | 23.87% | 50.18% | 32.56% | 18.79% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VVOSX (Invesco Value Opportunities Fund Cl R6) | 04/04/2017 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.65 | 50.18 | 32.56 | 18.79 | NA | NA | NA | … | … | 23.87 | 11.32 | 30.48 | 15.61 | 1.72 | 36.11 | 5.97 | 32.15 | -19.58 | 13.60 |
| Sharpe Ratio | NA | 2.45 | 1.45 | 0.73 | NA | NA | NA | … | … | 2.48 | 0.34 | 1.49 | 0.66 | 0.01 | 1.74 | 0.11 | 1.69 | -1.19 | 1.62 |
| Standard Deviation(%) | NA | 17.47 | 19.69 | 21.12 | NA | NA | NA | … | … | 19.64 | 25.21 | 18.01 | 18.15 | 25.27 | 20.77 | 49.60 | 18.14 | 17.61 | 11.14 |
| Draw Down(%) | NA | 9.17 | 23.98 | 23.98 | NA | NA | NA | … | … | 9.17 | 23.98 | 10.48 | 15.65 | 20.09 | 10.45 | 49.81 | 14.65 | 30.11 | 5.73 |
| Yield(%) | 0.00 | 11.61 | 10.06 | 8.58 | 7.88 | 5.25 | 3.94 | … | … | 0.00 | 11.47 | 9.66 | 2.55 | 9.16 | 11.73 | 0.72 | 3.97 | 10.62 | 5.51 |
Data as of 06/03/2026, Common starting date is 04/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVOSX (Invesco Value Opportunities Fund Cl R6) |
-3.36%
Sep 2017 – Sep 2020 |
6.67%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVOSX (Invesco Value Opportunities Fund Cl R6) |
32.45%
May 2023 – May 2026 |
27.91%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart