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VAFRX

Invesco American Franchise Fund Class R

Mutual fund

$29.44+0.40 (+1.38%)Close Oct 2, 2026

May 20, 2011 – Oct 2, 2026, Dividends reinvested

Final balance
$65,887
CAGR
+13.05%
Max drawdown
−39.02%
Sharpe ratio
0.69

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Growth of $10,000

Trailing returns

Annualized from 3Y
1M
+6.82%
3M
+4.21%
6M
+20.75%
YTD
+10.30%
1Y
+6.98%
3Y
+23.30%
5Y
+9.94%
10Y
+15.11%
15Y
+14.86%
Since 2011
+13.05%

Metrics

Since 2011
Volatility21.12%
Sortino ratio0.96
Calmar ratio0.33
Best year, 2020+41.78%
Worst year, 2022−31.37%
Positive years12 of 14
Longest drawdown2.2 years

Worst drawdowns

Since 2011
DeclinePeakBottomRecoveredLength
−39.0%Nov 2021Oct 2022Feb 20242.2 years
−30.2%Feb 2020Mar 2020Jun 20203 months
−27.3%Jan 2025Apr 2025Jul 20256 months
−24.7%Oct 2018Dec 2018Jul 20199 months
−22.6%Jul 2011Oct 2011Mar 20128 months

Annual returns

2011 from May 20 · 2026 through Oct 2