Invesco Charter A (CHTRX)

16.59 +0.35 (+2.16%) USD  |  Aug 10 2022

CHTRX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 10, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Invesco Charter A
13.07%
28.34%
7.74%
-6.40%
10.32%
13.25%
-9.65%
29.01%
13.50%
27.40%
-14.00%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-10.85%
Invesco Main Street All Cap A
15.96%
29.20%
7.42%
-1.37%
9.82%
16.07%
-10.38%
32.85%
19.79%
26.54%
-12.16%
Invesco Rising Dividends A
12.66%
27.36%
10.93%
-0.67%
4.53%
16.76%
-6.52%
29.56%
13.35%
26.64%
-9.24%
ClearBridge Appreciation A
15.48%
29.28%
10.73%
1.43%
9.07%
19.51%
-2.18%
29.82%
14.50%
23.58%
-8.66%
JNL/Mellon US Stock Market Index A
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-5.79%
30.13%
20.18%
25.35%
-12.13%
As of August 10, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Invesco Charter A
7.17%
5.60%
-9.00%
-7.77%
10.69%
8.91%
9.24%
6.94%
8.00%
10.52%
S&P 500 Total Return
8.08%
5.68%
-5.80%
-3.69%
14.87%
13.54%
13.79%
9.55%
10.13%
10.14%
Invesco Main Street All Cap A
7.36%
6.00%
-8.22%
-6.79%
13.41%
11.06%
11.03%
7.47%
9.17%
7.96%
Invesco Rising Dividends A
7.66%
5.37%
-4.27%
-1.61%
12.58%
11.18%
10.72%
7.50%
8.84%
12.04%
ClearBridge Appreciation A
6.35%
4.99%
-4.21%
-3.36%
12.36%
12.39%
12.21%
9.11%
9.47%
10.49%
JNL/Mellon US Stock Market Index A
8.49%
6.30%
-6.61%
-6.56%
13.59%
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12.00%
As of August 10, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022