Invesco Charter Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1997 | 0 | -100 | 1.32 | -12.41 | 0 |
| 1998 | 11.67 | 1.86 | -12.1 | 25.97 | 25.96 |
| 1999 | 8.04 | 5.64 | -5.25 | 22.81 | 32.81 |
| 2000 | 8.1 | -6.78 | 0.65 | -16.54 | -15.4 |
| 2001 | -20.6 | 9.92 | -22.5 | 14.34 | -23.61 |
| 2002 | 0.9 | -8.47 | -12.81 | 5.81 | -16.76 |
| 2003 | -5.17 | 14.98 | 2.27 | 10.42 | 23.14 |
| 2004 | 0.17 | 3.4 | -2.78 | 7.2 | 7.95 |
| 2005 | -0.89 | -0.65 | 3.7 | 2.06 | 4.21 |
| 2006 | 5.45 | -1.99 | 5.57 | 6.25 | 15.42 |
| 2007 | 1.82 | 6.35 | 0.31 | -3.13 | 7.54 |
| 2008 | -6.12 | -0.94 | -4.95 | -19.61 | -28.94 |
| 2009 | -7.81 | 16.27 | 14.98 | 4.75 | 29.1 |
| 2010 | 4.12 | -11.88 | 7.87 | 8.4 | 7.29 |
| 2011 | 5.83 | 0.73 | -13.82 | 7.95 | -0.83 |
| 2012 | 10.34 | -5.36 | 5.85 | 0.85 | 12.25 |
| 2013 | 10.27 | 2.42 | 5.1 | 7.06 | 27.32 |
| 2014 | 2.85 | 4.71 | -1.59 | 0.73 | 6.76 |
| 2015 | 0.05 | -0.3 | -9.1 | 2.24 | -7.3 |
| 2016 | 2.57 | 1.49 | 4.17 | 1 | 9.52 |
| 2017 | 4.21 | 3.33 | 2.13 | 1.91 | 12.44 |
| 2018 | -1.47 | 2.62 | 5.15 | -14.63 | -10.51 |
| 2019 | 13.18 | 2.49 | 0.25 | -9.74 | 7.25 |
| 2020 | -20.75 | 18.26 | 7.09 | 9.98 | 10.38 |
| 2021 | -8.61 | 26.55 | -15.44 | 9.47 | 7.05 |
| 2022 | -6.3 | -16.89 | -5.56 | 3.06 | -24.21 |
| 2023 | 7.16 | 8.82 | -4.71 | 3.23 | 14.48 |
| 2024 | 10.99 | -2.41 | 0 | 21.5 |