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    More On CHTCX


    Invesco Charter C (CHTCX)

    17.66 Down 0.13(0.73%) Sep 29

    Performance Overview as of Aug 30, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:2.00
    Year-to-Date Return:8.50%
    5-Year Average Return:9.01%
    Number of Years Up:12
    Number of Years Down:6
    Best 1 Yr Total Return (2009-12-31):29.10%
    Worst 1 Yr Total Return (2008-12-31):-28.94%
    Best 3-Yr Total Return (N/A):15.19%
    Worst 3-Yr Total Return (N/A):-7.83%
    Load Adjusted Returns 
    1-Year:6.01%
    3-Year:6.05%
    5-Year:9.01%
    10-Year:5.80%
    Trailing Returns (%) vs. Benchmarks 
    ReturnCHTCXCategoryDiffIndex*Diff
    Year To Date8.50N/AN/AN/AN/A
    1-Month0.11N/AN/AN/AN/A
    3-Month3.44N/AN/AN/AN/A
    1-Year6.95N/AN/AN/AN/A
    3-Year6.05N/AN/AN/AN/A
    5-Year9.01N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)17.78N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-15.45N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearCHTCXCategoryDiff
    2016N/AN/AN/A
    2015
     
    -7.05N/AN/A
    2014
     
    6.95N/AN/A
    2013
     
    27.32N/AN/A
    2012
     
    12.25N/AN/A
    2011
     
    -0.83N/AN/A
    2010
     
    7.29N/AN/A
    2009
     
    29.10N/AN/A
    2008
     
    -28.94N/AN/A
    2007
     
    7.54N/AN/A
    2006
     
    15.42N/AN/A
    2005
     
    4.21N/AN/A
    2004
     
    7.95N/AN/A
    2003
     
    23.14N/AN/A
    2002
     
    -16.76N/AN/A
    2001
     
    -23.61N/AN/A
    2000
     
    -15.35N/AN/A
    1999
     
    32.80N/AN/A
    1998
     
    25.91N/AN/A
    1997N/AN/AN/A
    Past Quarterly Returns (%) for CHTCX 
    Q1Q2Q3Q4
    20162.571.49N/AN/A
    20150.05-0.30-9.102.51
    20142.854.71-1.590.91
    201310.272.045.697.06
    201210.34-4.925.851.09
    20115.830.73-13.827.95
    20104.12-11.887.878.40
    2009-7.8116.2714.984.75
    2008-6.12-0.94-4.95-19.61
    20071.826.701.06-2.05
    20065.45-1.995.575.79
    2005-0.89-0.653.702.06
    20040.173.40-2.787.20
    2003-5.1714.982.2710.42
    20020.90-8.79-14.515.81
    2001-20.607.93-21.8814.11
    20008.10-6.780.65-16.54
    19998.045.64-5.2522.81
    199811.661.87-12.1025.93
    1997-2.66N/AN/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date14N/A
    1-Month55N/A
    3-Month65N/A
    6-Month41N/A
    1-Year73N/A
    3-Year94N/A
    5-Year96N/A