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VAFNX

Invesco American Franchise Fund Class R5

Mutual fund

$34.34+0.48 (+1.42%)Close Oct 2, 2026

Dec 22, 2010 – Oct 2, 2026, Dividends reinvested

Final balance
$76,334
CAGR
+13.75%
Max drawdown
−38.69%
Sharpe ratio
0.72

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Growth of $10,000

Trailing returns

Annualized from 3Y
1M
+6.88%
3M
+4.35%
6M
+21.09%
YTD
+10.74%
1Y
+7.50%
3Y
+23.94%
5Y
+10.51%
10Y
+15.73%
15Y
+15.51%
Since 2010
+13.75%

Metrics

Since 2010
Volatility20.95%
Sortino ratio1.01
Calmar ratio0.36
Best year, 2020+42.55%
Worst year, 2022−31.04%
Positive years12 of 15
Longest drawdown2.2 years

Worst drawdowns

Since 2010
DeclinePeakBottomRecoveredLength
−38.7%Nov 2021Oct 2022Feb 20242.2 years
−30.2%Feb 2020Mar 2020Jun 20203 months
−27.2%Jan 2025Apr 2025Jul 20256 months
−24.5%Oct 2018Dec 2018May 20197 months
−22.6%Jul 2011Oct 2011Mar 20128 months

Annual returns

2010 from Dec 22 · 2026 through Oct 2