VAFIX
Invesco American Franchise Fund Class Y
Mutual fund
$34.09+0.47 (+1.40%)Close Oct 2, 2026
Jun 24, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $105,348
- CAGR
- +11.70%
- Max drawdown
- −48.20%
- Sharpe ratio
- 0.65
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +6.90%
- 3M
- +4.38%
- 6M
- +21.06%
- YTD
- +10.75%
- 1Y
- +7.50%
- 3Y
- +23.91%
- 5Y
- +10.50%
- 10Y
- +15.69%
- 15Y
- +15.44%
- 20Y
- +11.63%
- Since 2005
- +11.70%
Metrics
Since 2005| Volatility | 20.21% |
|---|---|
| Sortino ratio | 0.91 |
| Calmar ratio | 0.24 |
| Best year, 2020 | +42.53% |
| Worst year, 2022 | −31.05% |
| Positive years | 15 of 20 |
| Longest drawdown | 3.4 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −48.2% | Jun 2007 | Mar 2009 | Nov 2010 | 3.4 years |
| −38.7% | Nov 2021 | Oct 2022 | Feb 2024 | 2.2 years |
| −30.1% | Feb 2020 | Mar 2020 | Jun 2020 | 3 months |
| −27.2% | Jan 2025 | Apr 2025 | Jul 2025 | 6 months |
| −24.6% | Oct 2018 | Dec 2018 | May 2019 | 7 months |
Annual returns
2005 from Jun 24 · 2026 through Oct 2