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Invesco Charter Y (CHTYX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.300.00 (0.00%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating
Year-to-Date Return5.44%
5-Year Average Return9.52%
Number of Years Up7
Number of Years Down1
Best 1 Yr Total Return (Apr 29, 2017)30.42%
Worst 1 Yr Total Return (Apr 29, 2017)-6.15%
Best 3-Yr Total Return30.42%
Worst 3-Yr Total Return3.89%

Trailing Returns (%) Vs. Benchmarks

ReturnCHTYXCategory
YTD5.44%6.63%
1-Month0.95%1.01%
3-Month3.62%4.71%
1-Year12.91%16.53%
3-Year4.47%8.41%
5-Year9.52%12.14%
10-Year5.87%6.19%
Last Bull Market18.42%24.00%
Last Bear Market-15.07%-17.80%

Annual Total Return (%) History

Year
CHTYXCategory
2017
N/AN/A
2016
10.56%10.37%
2015
-6.15%-1.07%
2014
8.05%10.96%
2013
28.63%31.50%
2012
13.39%14.96%
2011
0.11%-1.27%
2010
8.40%14.01%
2009
30.42%28.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20174.44%N/AN/AN/A
20162.79%1.81%4.44%1.17%
20150.24%-0.05%-8.83%2.75%
20143.06%5.00%-1.35%1.21%
201310.56%2.31%5.94%7.34%
201210.63%-4.67%6.07%1.35%
20116.05%0.99%-13.60%8.19%
20104.39%-11.65%8.14%8.68%
2009-7.57%16.57%15.26%5.03%

Rank In Category (By Total Return)

YTD81
1-Month61
3-Month84
1-Year87
3-Year94
5-Year90

Load Adjusted Returns

1-Year12.91%
3-Year4.47%
5-Year9.52%
10-Year5.87%