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Invesco Charter R5 (CHTVX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:01PM EDT
Risk overview
Morningstar risk rating★★
Number of years up24
Number of years down8
Best 1-yr total return (2 Jul 2024)30.74%
Worst 1-yr total return (2 Jul 2024)N/A
Risk statistics
3 years
CHTVXCategory average5 years
CHTVXCategory average10 years
CHTVXCategory averageAlpha
-1.94-0.01
-1.85-0.01
-3.54-0.01
BETA
0.940.01
0.960.01
0.970.01
Mean annual return
0.730.01
1.110.01
0.780.01
R-squared
97.750.94
97.790.95
96.290.95
Standard deviation
16.940.17
17.620.19
15.090.15
Sharpe ratio
0.320
0.630.01
0.520.01
Treynor ratio
4.40.03
10.570.1
7.20.1
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