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Invesco Charter R (CHRRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.31-0.08 (-0.41%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.08%
5-year average return11.90%
Number of years up16
Number of years down5
Best 1-yr total return (27 Jun 2024)29.69%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return29.69%
Worst 3-yr total return3.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCHRRXCategory
YTD12.04%5.31%
1-month5.26%-4.19%
3-month4.21%3.90%
1-year24.69%20.31%
3-year6.57%6.48%
5-year12.59%11.78%
10-year7.96%10.96%
Last bull market25.26%25.56%
Last bear market-16.77%-15.11%

Annual total return (%) history

Year
CHRRXCategory
2024
N/AN/A
2023
22.72%22.32%
2022
-20.92%-16.96%
2021
27.07%26.07%
2020
13.21%15.83%
2019
28.68%28.78%
2018
-9.86%-6.27%
2017
12.97%20.44%
2016
10.05%10.37%
2015
-6.63%-1.07%
2014
7.48%10.96%
2013
27.98%31.50%
2012
12.87%14.96%
2011
-0.36%-1.27%
2010
7.85%14.01%
2009
29.69%28.17%
2008
-28.62%-37.79%
2007
8.10%6.16%
2006
16.04%14.17%
2005
4.68%5.88%
2004
8.37%10.02%
2003
23.73%27.05%
2002
N/A-22.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.14%N/AN/AN/A
20237.24%9.00%-4.60%10.06%
2022-6.24%-16.77%-5.44%7.17%
20217.83%7.47%-0.15%9.81%
2020-20.65%18.52%9.29%10.14%
201913.26%4.07%1.11%7.98%
2018-1.34%0.79%5.56%-14.13%
20174.32%3.46%2.25%2.38%
20162.70%1.66%4.33%1.04%
20150.14%-0.14%-8.99%2.59%
20142.95%4.88%-1.49%1.06%
201310.36%2.23%5.81%7.20%
201210.54%-4.77%5.90%1.24%
20115.97%0.88%-13.74%8.04%
20104.29%-11.75%8.01%8.51%
2009-7.69%16.39%15.12%4.86%
2008-6.04%-0.78%-4.84%-19.53%
20071.89%6.85%1.20%-1.89%
20065.65%-1.93%5.67%5.98%
2005-0.71%-0.55%3.81%2.12%
20040.25%3.54%-2.68%7.28%
2003-5.11%15.16%2.39%10.59%
2002-14.46%5.97%N/AN/A

Rank in category (by total return)

YTD21
1-month15
3-month21
1-year67
3-year75
5-year79

Load adjusted returns

1-year24.69%
3-year6.57%
5-year12.59%
10-year7.96%