VAFRX - Invesco American Franchise R

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return5.38%
5-Year Average Return9.94%
Number of Years Up6
Number of Years DownN/A
Best 1 Yr Total Return (Nov 29, 2018)39.41%
Worst 1 Yr Total Return (Nov 29, 2018)1.86%
Best 3-Yr Total Return39.41%
Worst 3-Yr Total Return4.79%

Trailing Returns (%) Vs. Benchmarks

ReturnVAFRXCategory
YTD5.38%5.30%
1-Month0.79%-9.01%
3-Month-10.02%-4.53%
1-Year5.37%8.70%
3-Year10.31%11.25%
5-Year9.94%11.05%
10-Year13.72%13.73%
Last Bull Market23.01%25.50%
Last Bear Market-19.48%-17.16%

Annual Total Return (%) History

Year
VAFRXCategory
2018
N/AN/A
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
20183.93%5.82%7.38%N/A
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)

YTD67
1-Month75
3-Month89
1-Year74
3-Year73
5-Year67

Load Adjusted Returns

1-Year5.37%
3-Year10.31%
5-Year9.94%
10-Year13.72%