VAFAX
Invesco American Franchise Fund Class A
Mutual fund
$31.66+0.44 (+1.41%)Close Oct 2, 2026
Jun 23, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $99,450
- CAGR
- +11.40%
- Max drawdown
- −48.48%
- Sharpe ratio
- 0.64
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +6.85%
- 3M
- +4.28%
- 6M
- +20.93%
- YTD
- +10.51%
- 1Y
- +7.24%
- 3Y
- +23.61%
- 5Y
- +10.22%
- 10Y
- +15.40%
- 15Y
- +15.16%
- 20Y
- +11.35%
- Since 2005
- +11.40%
Metrics
Since 2005| Volatility | 20.22% |
|---|---|
| Sortino ratio | 0.89 |
| Calmar ratio | 0.24 |
| Best year, 2020 | +42.15% |
| Worst year, 2022 | −31.20% |
| Positive years | 15 of 20 |
| Longest drawdown | 3.4 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −48.5% | Jun 2007 | Mar 2009 | Nov 2010 | 3.4 years |
| −38.9% | Nov 2021 | Oct 2022 | Feb 2024 | 2.2 years |
| −30.2% | Feb 2020 | Mar 2020 | Jun 2020 | 3 months |
| −27.2% | Jan 2025 | Apr 2025 | Jul 2025 | 6 months |
| −24.6% | Oct 2018 | Dec 2018 | Jul 2019 | 9 months |
Annual returns
2005 from Jun 23 · 2026 through Oct 2