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Invesco Charter Y (CHTYX)

23.97 Up 0.11(0.46%) Sep 18

Performance Overview as of Aug 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:2.00
Year-to-Date Return:9.22%
5-Year Average Return:13.66%
Number of Years Up:5
Number of Years Down:0
Best 1 Yr Total Return (2009-12-31):30.42%
Worst 1 Yr Total Return (2011-12-31):0.11%
Best 3-Yr Total Return (N/A):13.45%
Worst 3-Yr Total Return (N/A):7.16%
Load Adjusted Returns 
1-Year:21.23%
3-Year:16.86%
5-Year:13.66%
10-Year:8.75%
Trailing Returns (%) vs. Benchmarks 
ReturnCHTYXCategoryDiffIndex*Diff
Year To Date9.22N/AN/AN/AN/A
1-Month2.92N/AN/AN/AN/A
3-Month3.55N/AN/AN/AN/A
1-Year21.23N/AN/AN/AN/A
3-Year16.86N/AN/AN/AN/A
5-Year13.66N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)18.42N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-15.07N/AN/AN/AN/A
Annual Total Return (%) History () 
YearCHTYXCategoryDiff
2014N/AN/AN/A
2013
 
28.63N/AN/A
2012
 
13.39N/AN/A
2011
 
0.11N/AN/A
2010
 
8.40N/AN/A
2009
 
30.42N/AN/A
Past Quarterly Returns (%) for CHTYX 
Q1Q2Q3Q4
20143.065.00N/AN/A
201310.562.315.947.34
201210.63-4.676.071.35
20116.050.99-13.608.19
20104.39-11.658.148.68
2009-7.5716.5715.265.03
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date39N/A
1-Month87N/A
3-Month71N/A
6-Month72N/A
1-Year74N/A
3-Year81N/A
5-Year84N/A