Invesco Charter Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1991 | 0 | -100 | 3.5 | 6.36 | 0 |
| 1992 | -4.05 | -1.45 | 0.61 | 6.66 | 1.47 |
| 1993 | 4.27 | 1.31 | 5.54 | -3.21 | 7.91 |
| 1994 | -2.89 | -1.27 | 3.25 | -6.63 | -7.57 |
| 1995 | 9.33 | 11.17 | 11.01 | -7 | 24.67 |
| 1996 | 4.82 | 3.42 | 2.95 | 0.16 | 13.6 |
| 1997 | -0.84 | 17.68 | 9.96 | -12.13 | 12.75 |
| 1998 | 11.96 | 2.21 | -11.84 | 21.82 | 22.9 |
| 1999 | 8.3 | 5.91 | -4.94 | 14.25 | 24.57 |
| 2000 | 8.4 | -6.52 | 0.95 | -20.79 | -19 |
| 2001 | -20.42 | 10.23 | -22.28 | 14.71 | -22.67 |
| 2002 | 1.11 | -8.14 | -12.63 | 6.26 | -15.81 |
| 2003 | -4.97 | 15.38 | 2.59 | 10.02 | 23.76 |
| 2004 | 0.49 | 3.67 | -2.52 | 6.14 | 7.79 |
| 2005 | -0.61 | -0.38 | 4 | 2.36 | 5.39 |
| 2006 | 5.79 | -1.73 | 5.85 | 6.54 | 16.84 |
| 2007 | 2.09 | 6.61 | 0.63 | -2.85 | 8.78 |
| 2008 | -5.86 | -0.69 | -4.63 | -19.41 | -28.14 |
| 2009 | -7.48 | 16.62 | 15.34 | 5.05 | 30.74 |
| 2010 | 4.47 | -11.61 | 8.15 | 8.75 | 8.61 |
| 2011 | 6.08 | 1.02 | -13.55 | 8.24 | 0.28 |
| 2012 | 10.67 | -5.07 | 6.15 | 1.16 | 13.61 |
| 2013 | 10.5 | 2.7 | 5.38 | 7.33 | 28.66 |
| 2014 | 3.11 | 5.04 | -1.35 | 1.04 | 7.95 |
| 2015 | 0.28 | 0 | -8.84 | 2.45 | -6.35 |
| 2016 | 2.86 | 1.8 | 4.45 | 1.31 | 10.8 |
| 2017 | 4.45 | 3.61 | 2.39 | 2.14 | 13.58 |
| 2018 | -1.22 | 2.84 | 5.47 | -14.38 | -9.52 |
| 2019 | 13.39 | 2.77 | 0.44 | -8.37 | 9.69 |
| 2020 | -20.57 | 18.66 | 6.77 | 10.33 | 11.03 |
| 2021 | -6.66 | 24.46 | -13.54 | 9.76 | 10.25 |
| 2022 | -6.05 | -16.7 | -5.32 | 2.94 | -23.73 |
| 2023 | 4.09 | -4.5 | 9.1 | 7.43 | 16.32 |
| 2024 | 11.24 | -2.36 | 0 | 30.68 |