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 Dow Down0.10% Nasdaq Up0.23%

Invesco Charter Y (CHTYX)

22.57 Up 0.07(0.31%) Apr 17
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Risk as of Mar 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:1
Number of Years Up5
Number of Years Down0
Best 1 Yr Total Return(Dec 30, 2009):30.42%
Worst 1 Yr Total Return(Dec 30, 2011):0.11%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticCHTYXCategory
Alpha (against Standard Index)-0.70-1.91
Beta (against Standard Index)0.901.04
Mean Annual Return1.031.10
R-squared (against Standard Index)95.0295.36
Standard Deviation11.5213.32
Sharpe Ratio1.071.00
Treynor Ratio13.6712.68
5 Years
StatisticCHTYXCategory
Alpha (against Standard Index)-0.57-1.46
Beta (against Standard Index)0.891.03
Mean Annual Return1.471.62
R-squared (against Standard Index)94.3395.52
Standard Deviation12.8814.75
Sharpe Ratio1.361.32
Treynor Ratio20.1819.45
10 Years
StatisticCHTYXCategory
Alpha (against Standard Index)1.34-0.46
Beta (against Standard Index)0.861.01
Mean Annual Return0.720.66
R-squared (against Standard Index)94.6695.06
Standard Deviation13.0215.29
Sharpe Ratio0.540.41
Treynor Ratio7.555.28