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    Invesco Charter R5 (CHTVX)

    18.46 Up 0.02(0.11%) Mar 22

    Performance Overview as of Feb 27, 2017Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:2.00
    Year-to-Date Return:4.34%
    5-Year Average Return:9.60%
    Number of Years Up:19
    Number of Years Down:6
    Best 1 Yr Total Return (2009-12-31):30.74%
    Worst 1 Yr Total Return (2008-12-31):-28.15%
    Best 3-Yr Total Return (N/A):16.49%
    Worst 3-Yr Total Return (N/A):-2.97%
    Load Adjusted Returns 
    1-Year:20.32%
    3-Year:4.55%
    5-Year:9.60%
    10-Year:6.67%
    Trailing Returns (%) vs. Benchmarks 
    ReturnCHTVXCategoryDiffIndex*Diff
    Year To Date4.34N/AN/AN/AN/A
    1-Month2.55N/AN/AN/AN/A
    3-Month4.55N/AN/AN/AN/A
    1-Year20.32N/AN/AN/AN/A
    3-Year4.55N/AN/AN/AN/A
    5-Year9.60N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)18.53N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-14.98N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearCHTVXCategoryDiff
    2016
     
    10.72N/AN/A
    2015
     
    -6.10N/AN/A
    2014
     
    8.15N/AN/A
    2013
     
    28.65N/AN/A
    2012
     
    13.61N/AN/A
    2011
     
    0.27N/AN/A
    2010
     
    8.60N/AN/A
    2009
     
    30.74N/AN/A
    2008
     
    -28.15N/AN/A
    2007
     
    8.81N/AN/A
    2006
     
    16.84N/AN/A
    2005
     
    5.39N/AN/A
    2004
     
    9.30N/AN/A
    2003
     
    24.64N/AN/A
    2002
     
    -15.81N/AN/A
    2001
     
    -22.67N/AN/A
    2000
     
    -14.37N/AN/A
    1999
     
    34.37N/AN/A
    1998
     
    27.40N/AN/A
    1997
     
    25.18N/AN/A
    1996
     
    20.28N/AN/A
    1995
     
    36.13N/AN/A
    1994
     
    -3.84N/AN/A
    1993
     
    9.81N/AN/A
    1992
     
    1.48N/AN/A
    1991N/AN/AN/A
    Past Quarterly Returns (%) for CHTVX 
    Q1Q2Q3Q4
    20162.861.804.451.24
    20150.280.00-8.842.73
    20143.115.04-1.351.22
    201310.502.355.987.33
    201210.67-4.606.151.37
    20116.081.02-13.558.22
    20104.47-11.618.158.74
    2009-7.4816.6215.345.05
    2008-5.86-0.69-4.63-19.41
    20072.097.011.39-1.77
    20065.79-1.735.856.18
    2005-0.61-0.384.002.35
    20040.493.67-2.527.62
    2003-4.9715.382.5910.80
    20021.11-8.45-14.406.26
    2001-20.428.31-21.6314.48
    20008.40-6.520.95-16.30
    19998.345.94-4.9423.16
    199811.962.22-11.8526.29
    1997-0.8417.679.96-2.43
    19964.824.523.526.06
    19959.3311.1711.010.89
    1994-2.89-1.273.24-2.86
    19934.271.315.54-1.50
    1992-4.05-1.450.616.66
    19919.41N/AN/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date87N/A
    1-Month90N/A
    3-Month97N/A
    6-Month93N/A
    1-Year80N/A
    3-Year95N/A
    5-Year91N/A