Invesco

  • Invesco Charter Fund

Invesco Charter Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1980 -2.1 -6.5 1.6 4.9 3.2 7.2 3.6 2.3 4.7 -13.1 2.6 0 0
1981 -1.1 -7.4 6.1 -2.2 -5 -0.9 -4.2 4.8 -0.5 5.7 2.3 -4.4 -7.5
1982 1.8 5.2 6.5 1.2 4.8 -0.6 -0.4 -1.6 3.6 1 -3.8 -2.5 15.7
1983 -11.8 1.5 -1.5 3.3 -2.6 -3 5.1 0.7 6.7 7.5 3.5 0.5 8.6
1984 1.8 -1.3 1 -1.8 9.5 -1.9 3 -5.3 -2 2.6 -5 -5.6 -5.8
1985 3.6 6.7 5.1 -4.1 -1.3 -0.3 1 5.1 -1.2 -1.7 2.1 9 25.9
1986 -24.4 0.6 5 -7.3 4.9 -5.7 2.3 6 -0.9 5.2 8.2 -6 -15.7
1987 8.8 -6.5 -20.5 -0.5 2.7 4.8 2.8 0.9 0.1 1.6 6.4 13.4 10.4
1988 0.9 -0.9 1.5 5.4 -3.6 -1.9 3.7 -0.4 -0.2 -0.8 3.2 -2.5 4
1989 0.9 2.3 -1.4 1.3 0.7 10.4 -1.7 5.3 5.6 4.2 -1.6 7.7 38.1
1990 1.9 5.5 0.6 -4 -5 1.4 2 9.5 -0.6 2.3 1.5 -6.1 8.2
1991 11.1 -3.1 1.6 -0.5 3.5 5.8 -3.4 3.4 -0.8 3.9 7.9 4.1 37.8
1992 1.2 3.2 2 0 -2.3 2.8 -3 0.4 1.1 -1.8 0.5 -2.8 1.1
1993 1.7 -3.8 0.5 1 3.5 0.9 1.5 1.8 -1.9 2.7 0.8 0.6 9.4
1994 0.4 -4.3 0.9 -2 3.1 2.2 -2 0.5 0.1 -3.4 -2.6 3.1 -4.2
1995 -0.4 3 -1.8 4.6 1.1 4.9 4.3 3.5 2.9 4.2 3.6 1.1 35.6
1996 -1.2 6.3 0.7 6 3.2 -5.5 -0.4 2.3 2.4 0.6 2 2 19.5
1997 0.2 1.7 -4.4 6 -4.8 8.9 4.1 7.7 4.9 -6 -0.3 5.8 24.7
1998 9.2 6.5 8.4 5.2 -16.4 0.1 5 -2.7 -0.1 4.6 6.2 0.7 26.9
1999 11.5 4.2 5.9 -1.3 -0.1 -3.8 7.3 -2.7 1.4 6.8 -3.8 5.3 33.9
2000 1.7 -14.3 -4.1 -6.7 7.9 0.2 5.8 -5.5 -6.6 8.8 3.4 -3.7 -14.7
2001 0.3 9.3 4.4 -11.6 -8.1 -3.6 -3.3 0.2 11.7 -10.8 -14.5 4.3 -23.1
2002 -4.3 4.9 5.6 -7.8 1 -8 -5.4 -0.1 -3.4 4.1 -1.1 -1.9 -16.1
2003 5 2.1 3.4 -1.6 2.5 1.4 0.8 6.8 7.1 0.4 -2.3 -3.3 24
2004 3.3 2.9 1.1 0.8 -0.3 -3.2 1.9 0.7 1 -2.5 1.8 1 8.7
2005 0.6 4 -2.3 0.8 -0.4 3.5 0.5 1.2 -2.1 -1.8 3.4 -2.2 4.9
2006 1.2 2.3 2.4 2.6 2.4 0.7 -0.3 -2.4 0.9 1.7 0.3 3.7 16.3
2007 -0.9 -2.8 1.8 3.5 -0.2 -2 -0.2 2.1 5 2 -1.8 1.8 8.4
2008 0.9 -6.4 -14.8 -7.4 2 0.9 -6.4 3 3 -0.9 -0.3 -4.8 0
2009 2.3 4.3 -1.6 4.5 3.2 6.8 -0.1 4.3 11.8 8.2 -9.6 -5.5 30.2
2010 6 0.1 2.3 7.5 -4.1 4.8 -4.3 -8 0.2 4.5 1.6 -1.7 8.1
2011 -0.9 -0.5 9.6 -7.4 -4.6 -2.3 -1.4 -0.3 2.7 0.7 2.4 2.8 -0.1
2012 1.1 1.3 -1.1 1.8 2.6 1.5 2.4 -6 -1.1 2.1 3 5.1 13.1
2013 2.4 1.3 3.4 3.4 -1.7 4.2 -1.1 2.3 1.1 3.6 1 5.6 28.3
2014 -0.9 1.9 -0 -2.3 2.9 -2 2.7 1.6 0.6 0.4 5.4 -2.7 7.6
2015 -2.1 -1 5.7 -3.8 -6.6 1.4 -2.2 1.1 1 -1.1 4.7 -3.2 -6.6
2016 0.3 3.3 -2.3 0 0.2 4.2 -0.7 2 0.5 7.1 0.7 -4.8 10.4
2017 1.5 1.4 -0.5 1.8 -0.8 1.3 1.2 1.3 0.9 0.1 2.5 1.8 13.2
2018 -10.1 3.4 -7.7 0.1 1.1 4.4 -0.7 1.3 0.3 -2 -4.1 5 -9.8
2019 -13.1 3 1.6 0.6 -0.8 1.4 5.9 -6.5 5.1 0.7 3.1 9.2 8.7
2020 3.1 9.7 -2.6 -5.9 6.4 6.7 1.4 3.3 13.2 -13.6 -8.3 0.2 10.9
2021 -10.9 -1.1 6.9 -4.2 2.4 1.9 1.5 0.6 5.4 22.8 2.5 -14.3 9.2
2022 -8.9 5.6 6.9 -9.1 -3.5 7.9 -7.3 -1 -9.3 1.7 -1.8 -6 -24
2023 -2.6 8.9 -2.3 -4.8 -1.9 2.2 6 0.8 2 2.1 -0.8 6.1 15.7
2024 -4.6 3.4 6.4 1.1 0 0 0 0 0 0 0 0 5.4