BCHTX - Invesco Charter B

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating
Year-to-Date Return10.75%
5-Year Average Return9.15%
Number of Years Up15
Number of Years Down6
Best 1 Yr Total Return (Nov 29, 2017)29.09%
Worst 1 Yr Total Return (Nov 29, 2017)-28.95%
Best 3-Yr Total Return29.09%
Worst 3-Yr Total Return-4.08%

Trailing Returns (%) Vs. Benchmarks

ReturnBCHTXCategory
YTD10.75%19.03%
1-Month1.37%3.10%
3-Month2.53%7.60%
1-Year10.84%21.06%
3-Year3.77%9.18%
5-Year9.15%14.23%
10-Year5.24%7.42%
Last Bull Market17.68%23.91%
Last Bear Market-15.38%-17.63%

Annual Total Return (%) History

Year
BCHTXCategory
2017
N/AN/A
2016
9.48%10.37%
2015
-7.08%-1.07%
2014
6.92%10.96%
2013
27.33%31.50%
2012
12.28%14.96%
2011
-0.83%-1.27%
2010
7.31%14.01%
2009
29.09%28.17%
2008
-28.95%-37.79%
2007
7.56%6.16%
2006
15.47%14.17%
2005
4.14%5.88%
2004
7.97%10.02%
2003
23.09%27.05%
2002
-16.71%-22.25%
2001
-23.61%-13.50%
2000
-15.33%-6.31%
1999
32.82%20.16%
1998
25.89%22.39%
1997
23.74%28.37%
1996
18.66%20.76%
1995
N/A32.35%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20174.23%3.28%2.08%N/A
20162.58%1.56%4.12%0.93%
20150.05%-0.30%-9.08%2.46%
20142.81%4.73%-1.59%0.91%
201310.24%2.05%5.71%7.08%
201210.36%-4.93%5.86%1.09%
20115.78%0.79%-13.80%7.90%
20104.14%-11.85%7.81%8.43%
2009-7.83%16.31%14.94%4.77%
2008-6.13%-0.94%-4.89%-19.66%
20071.83%6.65%1.12%-2.05%
20065.54%-2.07%5.59%5.81%
2005-0.89%-0.66%3.63%2.07%
20040.18%3.41%-2.79%7.22%
2003-5.29%15.03%2.28%10.45%
20020.90%-8.73%-14.63%5.94%
2001-20.59%7.87%-21.88%14.15%
20008.12%-6.80%0.65%-16.52%
19997.99%5.72%-5.26%22.80%
199811.69%1.87%-12.12%25.91%
1997-1.17%17.34%9.72%-2.74%
19964.44%4.16%3.26%5.63%
199510.74%0.63%N/AN/A

Rank In Category (By Total Return)

YTD99
1-Month97
3-Month99
1-Year99
3-Year97
5-Year98

Load Adjusted Returns

1-Year5.84%
3-Year3.03%
5-Year8.87%
10-Year5.24%