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Invesco Charter Y (CHTYX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:00PM EDT
Risk overview
Morningstar risk rating★★
Number of years up12
Number of years down3
Best 1-yr total return (4 Jul 2024)30.42%
Worst 1-yr total return (4 Jul 2024)N/A
Risk statistics
3 years
CHTYXCategory average5 years
CHTYXCategory average10 years
CHTYXCategory averageAlpha
-1.96-0.01
-1.88-0.01
-3.6-0.01
BETA
0.940.01
0.960.01
0.970.01
Mean annual return
0.720.01
1.110.01
0.780.01
R-squared
97.70.94
97.780.95
96.280.95
Standard deviation
16.960.17
17.640.19
15.110.15
Sharpe ratio
0.320
0.630.01
0.510.01
Treynor ratio
4.370.03
10.530.1
7.140.1
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