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Invesco Charter B (BCHTX)

16.51 Down 0.76(4.40%) Jun 24

Performance Overview as of May 30, 2016Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:2.00
Year-to-Date Return:4.97%
5-Year Average Return:6.44%
Number of Years Up:14
Number of Years Down:6
Best 1 Yr Total Return (2009-12-31):29.09%
Worst 1 Yr Total Return (2008-12-31):-28.95%
Best 3-Yr Total Return (N/A):15.20%
Worst 3-Yr Total Return (N/A):-7.83%
Load Adjusted Returns 
1-Year:-8.63%
3-Year:4.48%
5-Year:6.13%
10-Year:5.71%
Trailing Returns (%) vs. Benchmarks 
ReturnBCHTXCategoryDiffIndex*Diff
Year To Date4.97N/AN/AN/AN/A
1-Month1.91N/AN/AN/AN/A
3-Month9.54N/AN/AN/AN/A
1-Year-4.46N/AN/AN/AN/A
3-Year5.27N/AN/AN/AN/A
5-Year6.44N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)17.68N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-15.38N/AN/AN/AN/A
Annual Total Return (%) History () 
YearBCHTXCategoryDiff
2016N/AN/AN/A
2015
 
-7.08N/AN/A
2014
 
6.92N/AN/A
2013
 
27.33N/AN/A
2012
 
12.28N/AN/A
2011
 
-0.83N/AN/A
2010
 
7.31N/AN/A
2009
 
29.09N/AN/A
2008
 
-28.95N/AN/A
2007
 
7.56N/AN/A
2006
 
15.47N/AN/A
2005
 
4.14N/AN/A
2004
 
7.97N/AN/A
2003
 
23.09N/AN/A
2002
 
-16.71N/AN/A
2001
 
-23.61N/AN/A
2000
 
-15.33N/AN/A
1999
 
32.82N/AN/A
1998
 
25.89N/AN/A
1997
 
23.74N/AN/A
1996
 
18.66N/AN/A
1995N/AN/AN/A
Past Quarterly Returns (%) for BCHTX 
Q1Q2Q3Q4
20162.58N/AN/AN/A
20150.05-0.30-9.082.46
20142.814.73-1.590.91
201310.242.055.717.08
201210.36-4.935.861.09
20115.780.79-13.807.90
20104.14-11.857.818.43
2009-7.8316.3114.944.77
2008-6.13-0.94-4.89-19.66
20071.836.651.12-2.05
20065.54-2.075.595.81
2005-0.89-0.663.632.07
20040.183.41-2.797.22
2003-5.2915.032.2810.45
20020.90-8.73-14.635.94
2001-20.597.87-21.8814.15
20008.12-6.800.65-16.52
19997.995.72-5.2622.80
199811.691.87-12.1225.91
1997-1.1717.349.72-2.74
19964.444.163.265.63
199510.740.63N/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date10N/A
1-Month24N/A
3-Month27N/A
6-Month12N/A
1-Year81N/A
3-Year94N/A
5-Year96N/A