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Invesco Charter C (CHTCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.08+0.17 (+1.07%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.26%
5-Year Average Return9.41%
Number of Years Up18
Number of Years Down8
Best 1 Yr Total Return (Apr 29, 2024)29.10%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return29.10%
Worst 3-Yr Total Return2.85%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCHTCXCategory
YTD10.99%14.84%
1-Month3.35%1.65%
3-Month10.99%7.55%
1-Year26.51%40.47%
3-Year7.78%16.77%
5-Year11.44%16.15%
10-Year7.57%13.21%
Last Bull Market35.93%24.09%
Last Bear Market-16.89%-17.61%

Annual Total Return (%) History

Year
CHTCXCategory
2024
N/AN/A
2023
22.16%N/A
2022
-21.30%N/A
2021
26.40%N/A
2020
12.58%15.83%
2019
28.10%28.78%
2018
-10.33%-6.27%
2017
12.45%20.44%
2016
9.44%10.37%
2015
-7.05%-1.07%
2014
6.95%10.96%
2013
27.32%31.50%
2012
12.25%14.96%
2011
-0.83%-1.27%
2010
7.29%14.01%
2009
29.10%28.17%
2008
-28.94%-37.79%
2007
7.54%6.16%
2006
15.42%14.17%
2005
4.21%5.88%
2004
7.95%10.02%
2003
23.14%27.05%
2002
-16.76%-22.25%
2001
-23.61%-13.50%
2000
-15.35%-6.31%
1999
32.80%20.16%
1998
25.91%22.39%
1997
N/A28.37%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.99%N/AN/AN/A
20237.16%8.82%-4.71%9.92%
2022-6.30%-16.89%-5.56%7.02%
20217.73%7.35%-0.32%9.65%
2020-20.75%18.26%9.25%9.96%
201913.18%3.88%1.06%7.82%
2018-1.47%0.66%5.40%-14.22%
20174.21%3.33%2.13%2.26%
20162.57%1.49%4.17%0.93%
20150.05%-0.30%-9.10%2.51%
20142.85%4.71%-1.59%0.91%
201310.27%2.04%5.69%7.06%
201210.34%-4.92%5.85%1.09%
20115.83%0.73%-13.82%7.95%
20104.12%-11.88%7.87%8.40%
2009-7.81%16.27%14.98%4.75%
2008-6.12%-0.94%-4.95%-19.61%
20071.82%6.70%1.06%-2.05%
20065.45%-1.99%5.57%5.79%
2005-0.89%-0.65%3.70%2.06%
20040.17%3.40%-2.78%7.20%
2003-5.17%14.98%2.27%10.42%
20020.90%-8.79%-14.51%5.81%
2001-20.60%7.93%-21.88%14.11%
20008.10%-6.78%0.65%-16.54%
19998.04%5.64%-5.25%22.81%
199811.66%1.87%-12.10%25.93%
1997-2.66%N/AN/AN/A

Rank In Category (By Total Return)

YTD30
1-Month44
3-Month30
1-Year65
3-Year85
5-Year87

Load Adjusted Returns

1-Year25.51%
3-Year7.78%
5-Year11.44%
10-Year7.57%