Dow Down0.25% Nasdaq Down0.26%

Invesco Charter C (CHTCX)

22.76 Down 0.05(0.22%) Aug 28

Performance Overview as of Jul 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:2.00
Year-to-Date Return:5.51%
5-Year Average Return:12.61%
Number of Years Up:11
Number of Years Down:5
Best 1 Yr Total Return (1999-12-31):32.80%
Worst 1 Yr Total Return (2008-12-31):-28.94%
Best 3-Yr Total Return (N/A):12.33%
Worst 3-Yr Total Return (N/A):-18.65%
Load Adjusted Returns 
1-Year:13.63%
3-Year:12.81%
5-Year:12.61%
10-Year:7.44%
Trailing Returns (%) vs. Benchmarks 
ReturnCHTCXCategoryDiffIndex*Diff
Year To Date5.51N/AN/AN/AN/A
1-Month-2.03N/AN/AN/AN/A
3-Month2.07N/AN/AN/AN/A
1-Year14.63N/AN/AN/AN/A
3-Year12.81N/AN/AN/AN/A
5-Year12.61N/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
2014N/AN/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
20142.854.71N/AN/A
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 Date27N/A
1-Month71N/A
3-Month73N/A
6-Month52N/A
1-Year66N/A
3-Year85N/A
5-Year93N/A