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Invesco Charter C (CHTCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.11-0.04 (-0.23%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.91%
5-year average return11.55%
Number of years up18
Number of years down8
Best 1-yr total return (13 Jun 2024)29.10%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return29.10%
Worst 3-yr total return2.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCHTCXCategory
YTD11.78%5.31%
1-month5.20%-4.19%
3-month4.09%3.90%
1-year24.07%20.31%
3-year6.03%6.48%
5-year12.02%11.78%
10-year7.42%10.96%
Last bull market25.00%25.56%
Last bear market-16.89%-15.11%

Annual total return (%) history

Year
CHTCXCategory
2024
N/AN/A
2023
22.16%22.32%
2022
-21.30%-16.96%
2021
26.40%26.07%
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)

YTD24
1-month18
3-month23
1-year70
3-year80
5-year84

Load adjusted returns

1-year23.07%
3-year6.03%
5-year12.02%
10-year7.42%