CHTYX - Invesco Charter Y

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating
Number of Years Up8
Number of Years Down1
Best 1 Yr Total Return (Dec 30, 2017)30.42%
Worst 1 Yr Total Return (Dec 30, 2017)-6.15%

Risk Statistics

3 Years
CHTYXCategory Average
5 Years
CHTYXCategory Average
10 Years
CHTYXCategory Average
Alpha
-4.38-0.01
-3.5-0.01
-0.88-0.01
Beta
0.90.01
0.910.01
0.870.01
Mean Annual Return
0.490.01
0.860.01
0.60.01
R-squared
90.950.91
90.290.92
94.380.95
Standard Deviation
9.550.1
9.060.1
13.450.16
Sharpe Ratio
0.580.01
1.110.01
0.510.01
Treynor Ratio
5.720.09
11.110.14
7.140.07