Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VVOAX (INVESCO VALUE OPPORTUNITIES FUND CLASS A) | 18.97% | 43.52% | 30.40% | 13.60% | 13.81% | 11.82% | 8.44% | … | … |
Data as of 06/05/2026, Common starting date is 12/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VVOAX (INVESCO VALUE OPPORTUNITIES FUND CLASS A) | 12/13/2001 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 43.52 | 30.40 | 13.60 | 13.81 | 11.82 | 8.44 | … | … | 18.97 | 20.24 | 30.01 | 15.20 | -6.95 | 24.91 | 5.49 | 29.87 | -19.97 | 17.07 | 18.02 | -10.82 | 6.57 | 32.51 | 17.69 | -3.58 | 13.32 | 30.15 | -40.30 | -5.28 | 15.11 | 7.76 | 17.22 | 37.01 | -16.42 | 2.76 |
| Sharpe Ratio | NA | 2.20 | 1.36 | 0.50 | 0.50 | NA | NA | … | … | 2.19 | 0.75 | 1.46 | 0.64 | -0.31 | 1.11 | 0.11 | 1.57 | -1.21 | 1.37 | 0.78 | -0.60 | 0.56 | 2.95 | 1.31 | -0.15 | 0.77 | 1.09 | -0.98 | -0.54 | 1.26 | 0.33 | 1.64 | 2.27 | -0.68 | 12.22 |
| Standard Deviation(%) | NA | 18.57 | 19.95 | 21.97 | 24.72 | NA | NA | … | … | 21.66 | 23.38 | 18.04 | 18.11 | 26.73 | 22.35 | 49.62 | 18.06 | 17.66 | 12.03 | 22.86 | 17.97 | 11.62 | 11.02 | 13.55 | 24.87 | 17.15 | 27.48 | 41.82 | 15.53 | 9.35 | 16.51 | 9.87 | 15.97 | 25.68 | 6.99 |
| Draw Down(%) | NA | 9.21 | 24.05 | 24.50 | 51.81 | NA | NA | … | … | 9.21 | 24.05 | 10.51 | 15.71 | 20.25 | 15.99 | 49.89 | 15.07 | 30.45 | 8.00 | 17.11 | 17.53 | 9.07 | 5.62 | 10.98 | 23.28 | 14.21 | 27.40 | 52.03 | 14.76 | 7.39 | 8.75 | 6.95 | 13.97 | 39.04 | 0.97 |
| Yield(%) | 0.00 | 11.43 | 9.89 | 5.24 | 6.44 | 6.85 | 4.94 | … | … | 0.00 | 11.30 | 9.46 | 2.59 | 0.68 | 0.75 | 0.26 | 2.46 | 10.65 | 5.63 | 1.48 | 12.30 | 1.82 | 1.29 | 1.21 | 0.01 | 1.07 | 1.06 | 0.71 | 8.83 | 7.78 | 9.11 | 2.06 | 0.49 | 0.84 | 0.58 |
Data as of 06/05/2026, Common starting date is 12/13/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVOAX (INVESCO VALUE OPPORTUNITIES FUND CLASS A) |
-20.07%
Feb 2006 – Feb 2009 |
-8.96%
Feb 2004 – Feb 2009 |
1.88%
Jan 2006 – Jan 2016 |
1.79%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVOAX (INVESCO VALUE OPPORTUNITIES FUND CLASS A) |
31.99%
May 2023 – May 2026 |
23.24%
Mar 2020 – Mar 2025 |
14.67%
Feb 2016 – Feb 2026 |
12.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart