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    More On CHTYX


    Invesco Charter Y (CHTYX)

    19.49 Down 0.56(2.79%) Sep 1

    Performance Overview as of Jul 30, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:2.00
    Year-to-Date Return:1.56%
    5-Year Average Return:12.43%
    Number of Years Up:6
    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):16.37%
    Worst 3-Yr Total Return (N/A):7.16%
    Load Adjusted Returns 
    1-Year:3.41%
    3-Year:14.34%
    5-Year:12.43%
    10-Year:7.69%
    Trailing Returns (%) vs. Benchmarks 
    ReturnCHTYXCategoryDiffIndex*Diff
    Year To Date1.56N/AN/AN/AN/A
    1-Month1.37N/AN/AN/AN/A
    3-Month0.28N/AN/AN/AN/A
    1-Year3.41N/AN/AN/AN/A
    3-Year14.34N/AN/AN/AN/A
    5-Year12.43N/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
    2015N/AN/AN/A
    2014
     
    8.05N/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
    20150.24-0.05N/AN/A
    20143.065.00-1.351.21
    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 Date75N/A
    1-Month63N/A
    3-Month68N/A
    6-Month70N/A
    1-Year92N/A
    3-Year83N/A
    5-Year87N/A