Invesco Charter Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2002 | 0 | 0 | 0 | 0 | 0 | -3.29 | -8.03 | 0.93 | -7.84 | 5.64 | 4.92 | -4.39 | 0 |
| 2003 | -3.34 | -2.16 | 0.33 | 7.03 | 6.78 | 0.77 | 1.34 | 2.64 | -1.56 | 3.26 | 2.08 | 4.77 | 23.6 |
| 2004 | 1.01 | 1.75 | -2.46 | 0.93 | 0.67 | 1.91 | -3.17 | -0.34 | 0.84 | 1.09 | 2.81 | 2.57 | 7.7 |
| 2005 | -2.19 | 3.29 | -1.71 | -2.21 | 1.21 | 0.48 | 3.49 | -0.46 | 0.77 | -2.37 | 3.99 | -0.08 | 4 |
| 2006 | 3.69 | 0.29 | 1.59 | 0.78 | -2.41 | -0.29 | 0.65 | 2.31 | 2.61 | 2.34 | 2.35 | 0.66 | 15.5 |
| 2007 | 1.76 | -1.8 | 1.96 | 4.93 | 2.01 | -0.18 | -1.98 | -0.24 | 3.49 | 1.78 | -2.79 | -1.86 | 7 |
| 2008 | -4.82 | -0.38 | -0.9 | 2.99 | 2.9 | -6.37 | 0.79 | 2.01 | -7.45 | -14.86 | -6.38 | -0.17 | -29.4 |
| 2009 | -5.53 | -9.61 | 8.1 | 11.8 | 4.27 | -0.16 | 6.76 | 3.16 | 4.53 | -1.61 | 4.19 | 1.77 | 29 |
| 2010 | -1.61 | 1.5 | 4.43 | 0.26 | -8.01 | -4.32 | 4.8 | -4.1 | 7.46 | 2.29 | 0.13 | 5.94 | 7.9 |
| 2011 | 2.86 | 2.36 | 0.65 | 2.7 | -0.34 | -1.43 | -2.27 | -4.65 | -7.43 | 9.65 | -0.49 | -0.97 | -0.4 |
| 2012 | 5.14 | 2.98 | 2.09 | -1.14 | -5.97 | 2.44 | 1.43 | 2.59 | 1.78 | -1.01 | 1.19 | 1.07 | 12.9 |
| 2013 | 5.6 | 0.95 | 3.52 | 1.07 | 2.31 | -1.13 | 4.17 | -1.72 | 3.35 | 3.38 | 1.27 | 2.39 | 28 |
| 2014 | -2.67 | 5.35 | 0.4 | 0.58 | 1.65 | 2.58 | -2.01 | 2.87 | -2.28 | -0.09 | 1.95 | -0.96 | 7.3 |
| 2015 | -3.15 | 4.59 | -1.13 | 1 | 1.13 | -2.24 | 1.29 | -6.61 | -3.79 | 5.67 | -1.04 | -2.15 | -6.9 |
| 2016 | -4.81 | 0.74 | 7.1 | 0.46 | 1.93 | -0.72 | 4.16 | 0.11 | 0.05 | -2.37 | 3.36 | 0.19 | 10.1 |
| 2017 | 1.71 | 2.5 | 0.06 | 0.91 | 1.29 | 1.22 | 1.15 | -0.7 | 1.8 | -0.59 | 1.46 | 1.5 | 13 |
| 2018 | 4.92 | -4.05 | -2 | 0.28 | 1.24 | -0.72 | 4.38 | 1.08 | 0.05 | -7.72 | 3.29 | -10.08 | -10 |
| 2019 | 9.14 | 3.15 | 0.61 | 5.04 | -6.47 | 5.93 | 1.34 | -0.81 | 0.58 | 1.61 | 3.01 | -13 | 8.5 |
| 2020 | 6.38 | 6.67 | 1.43 | 3.24 | 13.17 | -13.65 | -8.22 | 0.13 | -5.73 | -2.53 | 9.61 | 3.12 | 10.8 |
| 2021 | -14.26 | 2.47 | 22.74 | 5.35 | 0.5 | 1.5 | 1.82 | 2.37 | -4.21 | 6.81 | -1.11 | -10.8 | 9 |
| 2022 | -6.03 | -1.84 | 1.65 | -9.28 | -0.99 | -7.34 | 7.86 | -3.55 | -9.1 | 6.89 | 5.65 | -8.74 | -24 |
| 2023 | 6 | -0.85 | 2.03 | 2.06 | 0.76 | 6 | 2.18 | -1.96 | -4.77 | -2.35 | 8.86 | -2.44 | 15.6 |
| 2024 | 1.01 | 22.1 |