Invesco Charter Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -1.67 | 4.24 | 2.33 | 0 |
| 2010 | -1.6 | 1.56 | 4.47 | 0.26 | -7.96 | -4.29 | 4.84 | -4.07 | 7.47 | 2.34 | 0.13 | 5.98 | 8.2 |
| 2011 | 2.91 | 2.35 | 0.71 | 2.74 | -0.28 | -1.48 | -2.2 | -4.61 | -7.37 | 9.63 | -0.43 | -0.93 | 0.1 |
| 2012 | 5.11 | 3.08 | 2.07 | -1.07 | -5.98 | 2.42 | 1.54 | 2.62 | 1.82 | -1.06 | 1.3 | 1.09 | 13.3 |
| 2013 | 5.62 | 0.95 | 3.6 | 1.06 | 2.34 | -1.12 | 4.19 | -1.66 | 3.41 | 3.39 | 1.3 | 2.41 | 28.4 |
| 2014 | -2.65 | 5.4 | 0.4 | 0.62 | 1.68 | 2.6 | -1.95 | 2.89 | -2.26 | -0.04 | 1.97 | -0.95 | 7.7 |
| 2015 | -3.13 | 4.65 | -1.12 | 1.04 | 1.17 | -2.27 | 1.37 | -6.59 | -3.75 | 5.67 | -0.98 | -2.12 | -6.5 |
| 2016 | -4.77 | 0.73 | 7.16 | 0.45 | 1.97 | -0.66 | 4.17 | 0.16 | 0.05 | -2.35 | 3.38 | 0.24 | 10.5 |
| 2017 | 1.76 | 2.48 | 0.11 | 0.95 | 1.28 | 1.26 | 1.19 | -0.7 | 1.84 | -0.53 | 1.49 | 1.51 | 13.4 |
| 2018 | 4.93 | -4.01 | -1.98 | 0.34 | 1.23 | -0.72 | 4.45 | 1.12 | 0.05 | -7.69 | 3.37 | -10.13 | -9.8 |
| 2019 | 9.22 | 3.19 | 0.61 | 5.12 | -6.47 | 5.94 | 1.39 | -0.74 | 0.63 | 1.6 | 3.09 | -13.19 | 8.7 |
| 2020 | 6.3 | 6.8 | 1.35 | 3.35 | 13.2 | -13.59 | -8.21 | 0.13 | -6 | -2.5 | 9.69 | 3.15 | 10.9 |
| 2021 | -14.41 | 2.55 | 22.95 | 5.4 | 0.5 | 1.54 | 1.8 | 2.44 | -4.21 | 6.88 | -1.1 | -10.95 | 9.2 |
| 2022 | -5.96 | -1.82 | 1.69 | -9.28 | -0.91 | -7.38 | 7.96 | -3.5 | -9.11 | 6.94 | 5.64 | -9 | -23.9 |
| 2023 | 6 | -0.77 | 2.01 | 2.03 | 0.87 | 5.99 | 2.21 | -1.94 | -4.76 | -2.26 | 8.86 | -2.64 | 15.8 |
| 2024 | 1.06 | 30.5 |