Invesco

  • Invesco Charter Fund

Invesco Charter Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2002 -4.4 4.9 5.6 -7.8 0.9 -8 -3.3 0 0 0 0 0 0
2003 4.8 2.1 3.3 -1.6 2.6 1.3 0.8 6.8 7 0.3 -2.2 -3.3 23.6
2004 2.6 2.8 1.1 0.8 -0.3 -3.2 1.9 0.7 0.9 -2.5 1.8 1 7.7
2005 -0.1 4 -2.4 0.8 -0.5 3.5 0.5 1.2 -2.2 -1.7 3.3 -2.2 4
2006 0.7 2.4 2.3 2.6 2.3 0.7 -0.3 -2.4 0.8 1.6 0.3 3.7 15.4
2007 -1.9 -2.8 1.8 3.5 -0.2 -2 -0.2 2 4.9 2 -1.8 1.8 7
2008 -0.2 -6.4 -14.9 -7.5 2 0.8 -6.4 2.9 3 -0.9 -0.4 -4.8 -29.4
2009 1.8 4.2 -1.6 4.5 3.2 6.8 -0.2 4.3 11.8 8.1 -9.6 -5.5 29
2010 5.9 0.1 2.3 7.5 -4.1 4.8 -4.3 -8 0.3 4.4 1.5 -1.6 7.9
2011 -1 -0.5 9.7 -7.4 -4.7 -2.3 -1.4 -0.3 2.7 0.7 2.4 2.9 -0.4
2012 1.1 1.2 -1 1.8 2.6 1.4 2.4 -6 -1.1 2.1 3 5.1 12.9
2013 2.4 1.3 3.4 3.4 -1.7 4.2 -1.1 2.3 1.1 3.5 1 5.6 28
2014 -1 2 -0.1 -2.3 2.9 -2 2.6 1.7 0.6 0.4 5.4 -2.7 7.3
2015 -2.2 -1 5.7 -3.8 -6.6 1.3 -2.2 1.1 1 -1.1 4.6 -3.2 -6.9
2016 0.2 3.4 -2.4 0.1 0.1 4.2 -0.7 1.9 0.5 7.1 0.7 -4.8 10.1
2017 1.5 1.5 -0.6 1.8 -0.7 1.2 1.2 1.3 0.9 0.1 2.5 1.7 13
2018 -10.1 3.3 -7.7 0.1 1.1 4.4 -0.7 1.2 0.3 -2 -4.1 4.9 -10
2019 -13 3 1.6 0.6 -0.8 1.3 5.9 -6.5 5 0.6 3.2 9.1 8.5
2020 3.1 9.6 -2.5 -5.7 6.4 6.7 1.4 3.2 13.2 -13.7 -8.2 0.1 10.8
2021 -10.8 -1.1 6.8 -4.2 2.4 1.8 1.5 0.5 5.4 22.7 2.5 -14.3 9
2022 -8.7 5.7 6.9 -9.1 -3.6 7.9 -7.3 -1 -9.3 1.7 -1.8 -6 -24
2023 -2.4 8.9 -2.4 -4.8 -2 2.2 6 0.8 2.1 2 -0.9 6 15.6
2024 0 -2.6 3.4 6.4 1 0 0 0 0 0 0 0 8.2