Invesco

  • Invesco Charter Fund

Invesco Charter Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1991 7.9 -3 1.6 -0.5 3.5 0 0 0 0 0 0 0 0
1992 1.2 3.3 2 0 -2.1 2.8 -3 0.4 1.2 -1.7 0.2 -2.7 1.5
1993 -0.1 -3.7 0.6 0.9 3.7 0.9 1.5 1.8 -2 2.8 0.7 0.7 7.9
1994 -3.5 -4.4 1.1 -2.1 3.2 2.2 -1.8 0.5 0.1 -3.4 -2.5 3.1 -7.6
1995 -8.8 3 -1.7 4.6 1.1 5 4.2 3.5 3 4.2 3.8 1.1 24.7
1996 -6.5 6.3 0.8 6.1 3.3 -5.6 -0.4 2.4 2.5 0.6 2 2.2 13.6
1997 -9.7 1.8 -4.4 6 -4.8 8.9 4.1 7.7 4.9 -5.9 -0.4 5.9 12.7
1998 5.4 6.6 8.5 5.2 -16.3 0.1 5 -2.7 0 4.6 6.3 0.7 22.9
1999 3.4 4.2 6 -1.2 -0.1 -3.7 7.3 -2.7 1.4 6.8 -3.7 5.3 24.6
2000 -3.7 -14.3 -4.1 -6.6 7.9 0.3 5.8 -5.5 -6.5 8.8 3.4 -3.6 -19
2001 0.3 9.3 4.4 -11.6 -8 -3.7 -3.2 0.2 11.7 -10.8 -14.5 4.4 -22.7
2002 -4.3 5 5.7 -7.9 1 -8 -5.3 -0.1 -3.3 4.1 -1.1 -1.9 -15.8
2003 4.3 2.1 3.3 -1.5 2.7 1.5 0.8 6.8 7.2 0.4 -2.1 -3.4 23.8
2004 2 2.8 1.2 0.8 -0.2 -3.2 1.9 0.7 1 -2.3 1.8 1.1 7.8
2005 0.6 4.1 -2.3 0.8 -0.4 3.5 0.5 1.3 -2.1 -1.7 3.4 -2.2 5.4
2006 1.2 2.5 2.4 2.7 2.4 0.7 -0.2 -2.4 0.9 1.7 0.4 3.7 0
2007 -0.8 -2.8 1.8 3.6 -0.2 -2 -0.1 2.1 5 2 -1.7 1.8 8.8
2008 1 -6.4 -14.8 -7.4 2.1 0.9 -6.4 3 3 -0.9 -0.3 -4.7 0
2009 2.4 4.3 -1.6 4.5 3.3 6.9 -0.1 4.3 11.9 8.2 -9.5 -5.5 30.7
2010 6.1 0.1 2.4 7.5 -4 4.8 -4.2 -7.9 0.3 4.5 1.6 -1.6 0
2011 -0.9 -0.4 9.7 -7.4 -4.6 -2.2 -1.4 -0.3 2.7 0.7 2.3 2.9 0.3
2012 1.2 1.3 -1 1.8 2.7 1.6 2.4 -5.9 -1 2.1 3.1 5.2 13.6
2013 2.4 1.3 3.4 3.4 -1.7 4.3 -1.1 2.3 1.1 3.6 1 5.6 28.7
2014 -0.9 2 0 -2.2 2.9 -2 2.7 1.7 0.7 0.4 5.4 -2.6 8
2015 -2.1 -1 5.7 -3.7 -6.6 1.4 -2.2 1.2 1.1 -1.1 4.7 -3.1 -6.4
2016 0.3 3.4 -2.3 0.1 0.2 4.2 -0.7 2.1 0.4 7.1 0.8 -4.8 10.8
2017 1.5 1.5 -0.5 1.9 -0.7 1.2 1.3 1.3 1 0.1 2.6 1.8 13.6
2018 -10.1 3.4 -7.7 0.1 1.1 4.4 -0.6 1.2 0.4 -2 -4 5 -9.5
2019 -12.6 3.1 1.6 0.6 -0.7 1.4 6 -6.5 5.2 0.6 3.2 9.2 9.7
2020 3.2 9.7 -2.5 -6 6.4 6.8 1.4 3.3 13.3 -13.6 -8.2 0.2 11
2021 -10.3 -1 6.9 -4.2 2.4 1.9 1.5 0.6 22 5.5 2.5 -13.7 10.3
2022 -9 5.8 6.9 -9.1 -3.5 7.9 -7.3 -0.9 -9.3 1.7 -1.8 -6 -23.7
2023 -2.4 8.9 -2.3 -4.8 -1.9 2.2 6 0.8 2.1 2.1 -0.8 6.1 16.3
2024 -2.6 3.5 6.4 1 0 0 0 0 0 0 0 0 8.4