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    Invesco Charter A (CHTRX)

    20.86 Down 0.17(0.81%) Jan 27

    Performance Overview as of Dec 30, 2014Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:2.00
    Year-to-Date Return:7.74%
    5-Year Average Return:11.04%
    Number of Years Up:35
    Number of Years Down:11
    Best 1 Yr Total Return (2009-12-31):30.18%
    Worst 1 Yr Total Return (2008-12-31):-28.46%
    Best 3-Yr Total Return (N/A):16.06%
    Worst 3-Yr Total Return (N/A):-18.06%
    Load Adjusted Returns 
    1-Year:1.81%
    3-Year:13.89%
    5-Year:9.79%
    10-Year:6.99%
    Trailing Returns (%) vs. Benchmarks 
    ReturnCHTRXCategoryDiffIndex*Diff
    Year To Date7.74N/AN/AN/AN/A
    1-Month-0.75N/AN/AN/AN/A
    3-Month1.12N/AN/AN/AN/A
    1-Year7.74N/AN/AN/AN/A
    3-Year16.06N/AN/AN/AN/A
    5-Year11.04N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)18.22N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-15.11N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearCHTRXCategoryDiff
    2014
     
    7.74N/AN/A
    2013
     
    28.34N/AN/A
    2012
     
    13.07N/AN/A
    2011
     
    -0.11N/AN/A
    2010
     
    8.10N/AN/A
    2009
     
    30.18N/AN/A
    2008
     
    -28.46N/AN/A
    2007
     
    8.41N/AN/A
    2006
     
    16.27N/AN/A
    2005
     
    4.93N/AN/A
    2004
     
    8.67N/AN/A
    2003
     
    23.99N/AN/A
    2002
     
    -16.14N/AN/A
    2001
     
    -23.09N/AN/A
    2000
     
    -14.69N/AN/A
    1999
     
    33.87N/AN/A
    1998
     
    26.83N/AN/A
    1997
     
    24.73N/AN/A
    1996
     
    19.58N/AN/A
    1995
     
    35.68N/AN/A
    1994
     
    -4.26N/AN/A
    1993
     
    9.39N/AN/A
    1992
     
    1.13N/AN/A
    1991
     
    37.77N/AN/A
    1990
     
    8.23N/AN/A
    1989
     
    38.09N/AN/A
    1988
     
    3.96N/AN/A
    1987
     
    10.42N/AN/A
    1986
     
    17.10N/AN/A
    1985
     
    25.86N/AN/A
    1984
     
    -5.79N/AN/A
    1983
     
    19.42N/AN/A
    1982
     
    15.43N/AN/A
    1981
     
    1.37N/AN/A
    1980
     
    33.81N/AN/A
    1979
     
    44.07N/AN/A
    1978
     
    32.08N/AN/A
    1977
     
    5.19N/AN/A
    1976
     
    42.00N/AN/A
    1975
     
    32.40N/AN/A
    1974
     
    -27.01N/AN/A
    1973
     
    -13.54N/AN/A
    1972
     
    37.22N/AN/A
    1971
     
    36.33N/AN/A
    1970
     
    -16.63N/AN/A
    1969
     
    -3.00N/AN/A
    Past Quarterly Returns (%) for CHTRX 
    Q1Q2Q3Q4
    20142.974.98-1.441.12
    201310.472.275.917.26
    201210.53-4.746.041.27
    20116.000.93-13.648.12
    20104.33-11.748.108.61
    2009-7.5816.5015.125.03
    2008-5.96-0.78-4.76-19.51
    20072.026.881.31-1.86
    20065.71-1.855.726.00
    2005-0.70-0.473.872.22
    20040.343.60-2.677.41
    2003-5.1015.242.3810.74
    20021.05-8.64-14.376.07
    2001-20.548.11-21.7214.37
    20008.28-6.600.86-16.37
    19998.225.86-5.0423.06
    199811.872.05-11.8926.08
    1997-0.9317.579.85-2.52
    19964.634.343.445.89
    19959.2211.0810.930.81
    1994-3.00-1.393.25-3.06
    19934.081.365.48-1.70
    1992-4.05-1.570.496.55
    199116.72-0.918.949.35
    1990-2.6111.04-7.538.23
    198910.369.2212.581.76
    1988-0.193.09-0.371.42
    198722.613.887.09-19.04
    198614.967.47-8.243.30
    19859.524.87-5.6616.15
    1984-8.08-4.315.551.48
    198311.8112.88-2.44-3.02
    1982-5.321.505.5413.81
    19813.430.00-7.986.51
    1980-3.6610.8515.998.03
    19797.284.949.8016.55
    19782.6416.7416.18-5.12
    1977-3.405.93-3.736.77
    197621.19-1.973.0216.02
    197516.8024.08-9.701.18
    1974-7.56-8.18-20.468.12
    1973-11.84-18.0832.11-9.38
    197219.8214.29-7.898.79
    197114.525.993.998.01
    1970-7.82-26.1517.224.46
    1969-0.79-3.070.630.24
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date82N/A
    1-Month79N/A
    3-Month95N/A
    6-Month92N/A
    1-Year82N/A
    3-Year88N/A
    5-Year92N/A