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Invesco American Franchise R6 (VAFFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.05-0.10 (-0.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return23.31%
5-year average return16.60%
Number of years up9
Number of years down2
Best 1-yr total return (20 June 2024)42.69%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return42.69%
Worst 3-yr total return3.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVAFFXCategory
YTD16.29%12.38%
1-month6.50%5.09%
3-month2.90%10.28%
1-year35.79%41.70%
3-year5.97%22.56%
5-year16.88%21.98%
10-year13.53%15.99%
Last bull market33.76%25.99%
Last bear market-20.27%-17.29%

Annual total return (%) history

Year
VAFFXCategory
2024
N/AN/A
2023
41.36%N/A
2022
-30.89%N/A
2021
12.22%N/A
2020
42.69%35.86%
2019
37.11%31.90%
2018
-3.43%-2.09%
2017
27.60%27.67%
2016
2.51%3.23%
2015
5.42%3.60%
2014
8.74%10.00%
2013
40.40%33.92%
2012
N/A15.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.10%N/AN/AN/A
202312.94%14.38%-4.31%14.36%
2022-9.42%-20.27%-6.91%2.80%
20212.29%9.59%-2.55%2.72%
2020-14.80%31.11%12.71%13.34%
201916.99%5.03%-0.09%11.68%
20184.05%6.03%7.52%-18.59%
201711.44%5.96%4.67%3.24%
2016-5.02%1.31%8.04%-1.39%
20153.68%-0.97%-6.76%10.12%
2014-0.71%5.27%1.24%2.76%
20137.50%1.56%13.45%13.36%
2012-1.16%N/AN/AN/A

Rank in category (by total return)

YTD17
1-month18
3-month39
1-year22
3-year63
5-year31

Load adjusted returns

1-year35.79%
3-year5.97%
5-year16.88%
10-year13.53%