Invesco

  • Invesco Charter Fund

Invesco Charter Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1997 -9.8 1.6 -4.5 6.1 0 0 0 0 0 0 0 0 0
1998 9.2 6.5 8.3 5.1 -16.4 0.1 4.9 -2.7 -0.2 4.6 6.2 0.5 26
1999 11.4 4.1 5.9 -1.3 -0.2 -3.8 7.2 -2.8 1.3 6.7 -3.8 5.2 32.8
2000 1.6 -14.4 -4.2 -6.7 7.8 0.2 5.7 -5.6 -6.6 8.7 3.3 -3.7 -15.4
2001 0.2 9.2 4.3 -11.7 -8.1 -3.8 -3.3 0.1 11.6 -10.8 -14.6 4.2 -23.6
2002 -4.4 4.9 5.6 -7.9 1 -8.1 -5.4 -0.2 -3.4 4.1 -1.2 -1.9 -16.8
2003 4.9 2 3.3 -1.6 2.5 1.4 0.8 6.7 6.9 0.3 -2.2 -3.3 23.1
2004 3.3 2.8 1 0.8 -0.4 -3.2 1.8 0.6 1 -2.5 1.6 1.1 7.9
2005 0.6 3.9 -2.4 0.7 -0.5 3.5 0.4 1.2 -2.2 -1.9 3.2 -2.2 4.2
2006 1.1 2.3 2.3 2.6 2.3 0.6 -0.3 -2.5 0.8 1.6 0.2 3.6 15.4
2007 -1 -2.8 1.8 3.5 -0.3 -2.1 -0.3 2 4.8 2 -1.9 1.8 7.5
2008 0.9 -6.5 -14.8 -7.5 2 0.8 -6.5 2.9 2.9 -0.9 -0.4 -4.9 -28.9
2009 2.3 4.3 -1.7 4.5 3.1 6.7 -0.2 4.2 11.7 8 -9.6 -5.6 29.1
2010 5.9 0.1 2.3 7.4 -4.1 4.7 -4.4 -8 0.2 4.3 1.5 -1.7 7.3
2011 -1 -0.6 9.6 -7.5 -4.7 -2.3 -1.5 -0.4 2.7 0.7 2.2 2.8 -0.8
2012 1 1.2 -1.1 1.8 2.6 1.4 2.3 -6 -1.1 2 3 5 12.3
2013 2.3 1.2 3.4 3.3 -1.8 4.2 -1.2 2.2 1 3.5 0.9 5.5 27.3
2014 -1 1.9 -0.1 -2.3 2.8 -2 2.5 1.6 0.5 0.4 5.3 -2.7 6.8
2015 -2.2 -1 5.6 -3.8 -6.7 1.3 -2.3 1.1 0.9 -1.2 4.6 -3.2 -7.3
2016 0.2 3.3 -2.4 -0.1 0.1 4.1 -0.8 1.9 0.4 7.1 0.7 -4.9 9.5
2017 1.5 1.4 -0.6 1.8 -0.8 1.2 1.2 1.2 0.9 0.1 2.4 1.7 12.4
2018 -10.1 3.3 -7.8 0 1 4.3 -0.8 1.2 0.2 -2 -4.2 4.9 -10.5
2019 -13.7 3 1.5 0.6 -0.8 1.3 5.9 -6.5 5 0.6 3.1 9.2 7.2
2020 3 9.6 -2.6 -5.6 6.3 6.7 1.3 3.2 13.1 -13.7 -8.3 0.1 10.4
2021 -12 -1.2 6.8 -4.3 2.3 1.8 1.5 0.4 24.2 5.4 2.4 -15.4 7.1
2022 -8.6 5.6 6.8 -9.2 -3.5 7.8 -7.4 -1 -9.3 1.6 -1.9 -6 -24.2
2023 -3 8.9 -2.4 -4.8 -2 2.2 4.9 1.7 2 2 -0.9 6 14.5
2024 -4.7 3.4 6.3 1 0 0 0 0 0 0 0 0 5.3