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Invesco American Franchise C (VAFCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.30-0.16 (-0.71%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return22.26%
5-year average return15.21%
Number of years up13
Number of years down5
Best 1-yr total return (27 Jun 2024)41.14%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return41.14%
Worst 3-yr total return2.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVAFCXCategory
YTD15.73%12.38%
1-month6.40%5.09%
3-month2.63%10.28%
1-year34.29%41.70%
3-year4.83%22.56%
5-year15.59%21.98%
10-year12.25%15.99%
Last bull market33.21%25.99%
Last bear market-20.50%-17.29%

Annual total return (%) history

Year
VAFCXCategory
2024
N/AN/A
2023
39.88%N/A
2022
-31.65%N/A
2021
10.99%N/A
2020
41.14%35.86%
2019
35.43%31.90%
2018
-4.48%-2.09%
2017
26.13%27.67%
2016
1.31%3.23%
2015
4.10%3.60%
2014
7.52%10.00%
2013
38.65%33.92%
2012
12.35%15.34%
2011
-7.45%-2.46%
2010
20.73%15.53%
2009
29.85%35.68%
2008
-28.46%-40.67%
2007
-2.47%13.35%
2006
15.71%7.05%
2005
N/A6.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.80%N/AN/AN/A
202312.65%14.09%-4.59%14.07%
2022-9.62%-20.50%-7.22%2.53%
20211.99%9.33%-2.82%2.43%
2020-15.01%30.78%12.36%13.01%
201916.61%4.77%-0.42%11.32%
20183.79%5.67%7.22%-18.77%
201711.14%5.66%4.35%2.93%
2016-5.28%1.01%7.72%-1.70%
20153.34%-1.28%-7.03%9.77%
2014-0.92%4.89%0.94%2.49%
20137.17%1.29%13.05%12.98%
201217.57%-8.33%5.77%-1.44%
20115.86%-0.79%-17.30%6.57%
20106.27%-8.66%10.10%12.96%
2009-11.10%13.51%19.66%7.53%
2008-6.18%-6.58%0.84%-19.06%
20071.01%3.15%-3.22%-3.28%
20063.09%1.03%5.83%4.98%
20052.63%2.60%N/AN/A

Rank in category (by total return)

YTD19
1-month20
3-month46
1-year32
3-year72
5-year50

Load adjusted returns

1-year33.29%
3-year4.83%
5-year15.59%
10-year12.25%