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 TSX Up1.21% TSX Ventures 0.00%

Invesco Charter R (CHRRX)

20.75 0.00(0.00%) May 20


Performance Overview as of 2013-02-27Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:4.00
Year-to-Date Return:6.61%
5-Year Average Return:4.77%
Number of Years Up:8
Number of Years Down:2
Best 1 Yr Total Return (2009-12-31):29.69%
Worst 1 Yr Total Return (2008-12-31):-28.62%
Best 3-Yr Total Return (N/A):11.97%
Worst 3-Yr Total Return (N/A):-3.61%
Load Adjusted Returns 
1-Year:11.12%
3-Year:8.99%
5-Year:4.77%
10-Year:8.34%
Trailing Returns (%) vs. Benchmarks 
ReturnCHRRXCategoryDiffIndex*Diff
Year To Date6.61N/AN/AN/AN/A
1-Month0.95N/AN/AN/AN/A
3-Month7.75N/AN/AN/AN/A
1-Year11.12N/AN/AN/AN/A
3-Year8.99N/AN/AN/AN/A
5-Year4.77N/AN/AN/AN/A
Last Bull Market (2011-09-29 to 2012-04-29)18.07N/AN/AN/AN/A
Last Bear Market (2011-04-29 to 2011-09-29)-15.27N/AN/AN/AN/A
Annual Total Return (%) History () 
YearCHRRXCategoryDiff
2013N/AN/AN/A
2012
 
12.87N/AN/A
2011
 
-0.36N/AN/A
2010
 
7.85N/AN/A
2009
 
29.69N/AN/A
2008
 
-28.62N/AN/A
2007
 
8.10N/AN/A
2006
 
16.04N/AN/A
2005
 
4.68N/AN/A
2004
 
8.37N/AN/A
2003
 
23.73N/AN/A
2002N/AN/AN/A
Past Quarterly Returns (%) for CHRRX 
Q1Q2Q3Q4
201310.36N/AN/AN/A
201210.54-4.775.901.24
20115.970.88-13.748.04
20104.29-11.758.018.51
2009-7.6916.3915.124.86
2008-6.04-0.78-4.84-19.53
20071.896.851.20-1.89
20065.65-1.935.675.98
2005-0.71-0.553.812.12
20040.253.54-2.687.28
2003-5.1115.162.3910.59
2002-14.465.97N/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date44N/A
1-Month61N/A
3-Month43N/A
6-Month39N/A
1-Year64N/A
3-Year88N/A
5-Year30N/A