Advertisement
Advertisement
U.S. markets closed
Advertisement
Advertisement
Advertisement
Advertisement

Invesco American Franchise Fund Class R (VAFRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
17.790.00 (0.00%)
At close: 08:00PM EDT
Advertisement

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return10.81%
5-Year Average Return10.08%
Number of Years Up8
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)41.82%
Worst 1 Yr Total Return (Feb 3, 2019)-4.01%
Best 3-Yr Total Return41.82%
Worst 3-Yr Total Return4.79%

Trailing Returns (%) Vs. Benchmarks

ReturnVAFRXCategory
YTD-26.00%12.38%
1-Month-14.80%5.09%
3-Month-14.64%10.28%
1-Year-19.11%41.70%
3-Year10.15%22.56%
5-Year13.08%21.98%
10-Year12.92%15.99%
Last Bull Market23.01%25.99%
Last Bear Market-19.48%-17.29%

Annual Total Return (%) History

Year
VAFRXCategory
2021
N/AN/A
2020
41.82%35.86%
2019
36.19%31.90%
2018
-4.01%-2.09%
2017
26.70%27.67%
2016
1.86%3.23%
2015
4.61%3.60%
2014
8.00%10.00%
2013
39.41%33.92%
2012
12.93%15.34%
2011
N/A-2.46%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20212.13%9.43%-2.71%N/A
2020-14.91%30.93%12.51%13.15%
201916.81%4.88%-0.29%11.50%
20183.93%5.82%7.38%-18.72%
201711.24%5.75%4.49%3.07%
2016-5.17%1.15%7.86%-1.56%
20153.45%-1.17%-6.87%9.87%
2014-0.83%5.04%1.03%2.63%
20137.31%1.33%13.23%13.22%
201217.68%-8.16%5.90%-1.33%
2011-17.18%6.64%N/AN/A

Rank In Category (By Total Return)

YTD68
1-Month61
3-Month67
1-Year40
3-Year38
5-Year40

Load Adjusted Returns

1-Year42.26%
3-Year23.51%
5-Year22.76%
10-Year15.43%
Advertisement
Advertisement