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Invesco American Franchise R (VAFRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.18-0.19 (-0.72%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return22.57%
5-year average return15.79%
Number of years up10
Number of years down2
Best 1-yr total return (27 Jun 2024)41.82%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return41.82%
Worst 3-yr total return2.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVAFRXCategory
YTD16.01%12.38%
1-month6.49%5.09%
3-month2.78%10.28%
1-year34.97%41.70%
3-year5.36%22.56%
5-year16.18%21.98%
10-year12.82%15.99%
Last bull market33.42%25.99%
Last bear market-20.38%-17.29%

Annual total return (%) history

Year
VAFRXCategory
2024
N/AN/A
2023
40.53%N/A
2022
-31.30%N/A
2021
11.56%N/A
2020
41.82%35.86%
2019
36.19%31.90%
2018
-4.01%-2.09%
2017
26.70%27.67%
2016
1.86%3.23%
2015
4.61%3.60%
2014
8.00%10.00%
2013
39.41%33.92%
2012
12.93%15.34%
2011
N/A-2.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.93%N/AN/AN/A
202312.76%14.24%-4.49%14.22%
2022-9.57%-20.38%-7.05%2.64%
20212.13%9.43%-2.71%2.60%
2020-14.91%30.93%12.51%13.15%
201916.81%4.88%-0.29%11.50%
20183.93%5.82%7.38%-18.72%
201711.24%5.75%4.49%3.07%
2016-5.17%1.15%7.86%-1.56%
20153.45%-1.17%-6.87%9.87%
2014-0.83%5.04%1.03%2.63%
20137.31%1.33%13.23%13.22%
201217.68%-8.16%5.90%-1.33%
2011-17.18%6.64%N/AN/A

Rank in category (by total return)

YTD19
1-month18
3-month43
1-year28
3-year68
5-year43

Load adjusted returns

1-year34.97%
3-year5.36%
5-year16.18%
10-year12.82%