VAFRX - Invesco American Franchise R

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return26.70%
5-Year Average Return15.24%
Number of Years Up6
Number of Years DownN/A
Best 1 Yr Total Return (Dec 30, 2017)39.41%
Worst 1 Yr Total Return (Dec 30, 2017)1.86%
Best 3-Yr Total Return39.41%
Worst 3-Yr Total Return4.79%

Trailing Returns (%) Vs. Benchmarks

ReturnVAFRXCategory
YTD26.70%7.48%
1-Month-0.01%7.48%
3-Month3.07%10.93%
1-Year26.70%32.34%
3-Year10.52%14.43%
5-Year15.24%15.83%
10-Year9.24%10.05%
Last Bull Market23.01%25.57%
Last Bear Market-19.48%-17.20%

Annual Total Return (%) History

Year
VAFRXCategory
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
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)

YTD56
1-Month84
3-Month99
1-Year56
3-Year63
5-Year55

Load Adjusted Returns

1-Year26.70%
3-Year10.52%
5-Year15.24%
10-Year9.24%