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Invesco American Franchise A (VAFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.25+0.24 (+0.86%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return25.22%
5-year average return16.12%
Number of years up13
Number of years down5
Best 1-yr total return (2 Jul 2024)42.18%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return42.18%
Worst 3-yr total return2.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVAFAXCategory
YTD22.70%12.38%
1-month5.65%5.09%
3-month6.71%10.28%
1-year34.04%41.70%
3-year5.97%22.56%
5-year16.08%21.98%
10-year13.39%15.99%
Last bull market33.57%25.99%
Last bear market-20.33%-17.29%

Annual total return (%) history

Year
VAFAXCategory
2024
N/AN/A
2023
40.91%N/A
2022
-31.14%N/A
2021
11.85%N/A
2020
42.18%35.86%
2019
36.52%31.90%
2018
-3.78%-2.09%
2017
27.10%27.67%
2016
2.01%3.23%
2015
4.93%3.60%
2014
8.32%10.00%
2013
39.72%33.92%
2012
13.20%15.34%
2011
-6.85%-2.46%
2010
21.46%15.53%
2009
30.93%35.68%
2008
-28.05%-40.67%
2007
-1.71%13.35%
2006
16.53%7.05%
2005
N/A6.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.98%6.71%N/AN/A
202312.87%14.28%-4.41%14.29%
2022-9.50%-20.33%-7.00%2.70%
20212.20%9.49%-2.62%2.64%
2020-14.87%30.98%12.60%13.24%
201916.82%4.97%-0.24%11.60%
20183.96%5.91%7.42%-18.64%
201711.38%5.82%4.52%3.17%
2016-5.16%1.20%7.94%-1.53%
20153.54%-1.10%-6.85%10.01%
2014-0.77%5.13%1.13%2.67%
20137.36%1.42%13.31%13.25%
201217.74%-8.07%5.88%-1.23%
20115.95%-0.55%-17.16%6.73%
20106.42%-8.48%10.30%13.07%
2009-10.89%13.83%19.82%7.74%
2008-6.03%-6.41%0.93%-18.94%
20071.16%3.37%-3.02%-3.08%
20063.17%1.21%6.07%5.22%
20052.83%2.81%N/AN/A

Rank in category (by total return)

YTD22
1-month48
3-month38
1-year29
3-year63
5-year41

Load adjusted returns

1-year26.67%
3-year3.99%
5-year14.78%
10-year12.75%