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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
16
Number of years down
5
Best 1-yr total return (27 Jun 2024)
29.69%
Worst 1-yr total return (27 Jun 2024)
N/A
Risk statistics
3 years
CHRRX
Category average
5 years
CHRRX
Category average
10 years
CHRRX
Category average
Alpha
-2.46
-0.01
-2.37
-0.01
-3.96
-0.01
BETA
0.94
0.01
0.96
0.01
0.97
0.01
Mean annual return
0.65
0.01
1.12
0.01
0.74
0.01
R-squared
97.66
0.94
97.81
0.95
96.26
0.95
Standard deviation
16.89
0.17
17.72
0.19
15.07
0.15
Sharpe ratio
0.27
0
0.63
0.01
0.48
0.01
Treynor ratio
3.52
0.03
10.75
0.1
6.62
0.1
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