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Invesco Charter R6 (CHFTX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.01+0.03 (+0.16%)
At close: 8:00PM EDT

Performance Overview

Morningstar Return Rating
Year-to-Date Return5.46%
5-Year Average Return9.66%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Apr 29, 2017)28.84%
Worst 1 Yr Total Return (Apr 29, 2017)-6.00%
Best 3-Yr Total Return28.84%
Worst 3-Yr Total Return4.07%

Trailing Returns (%) Vs. Benchmarks

ReturnCHFTXCategory
YTD5.46%6.63%
1-Month0.97%1.01%
3-Month3.65%4.71%
1-Year13.05%16.53%
3-Year4.64%8.41%
5-Year9.66%12.14%
10-Year5.85%6.19%
Last Bull Market18.22%24.00%
Last Bear Market-15.11%-17.80%

Annual Total Return (%) History

Year
CHFTXCategory
2017
N/AN/A
2016
10.81%10.37%
2015
-6.00%-1.07%
2014
8.21%10.96%
2013
28.84%31.50%
2012
N/A14.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20174.45%N/AN/AN/A
20162.86%1.86%4.45%1.26%
20150.32%0.00%-8.80%2.74%
20143.11%5.04%-1.31%1.23%
201310.56%2.35%6.03%7.37%
20121.40%N/AN/AN/A

Rank In Category (By Total Return)

YTD81
1-Month58
3-Month83
1-Year86
3-Year94
5-Year90

Load Adjusted Returns

1-Year13.05%
3-Year4.64%
5-Year9.66%
10-Year5.85%