Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCHTX (INVESCO CHARTER FUND CLASS B) | NA | 16.59% | 6.75% | 9.46% | 6.74% | 8.17% | 4.80% | … | … |
Data as of 01/26/2018, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCHTX (INVESCO CHARTER FUND CLASS B) | 06/20/1996 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.70 | 16.59 | 6.75 | 9.46 | 6.74 | 8.17 | 4.80 | … | … | 6.21 | 5.16 | -1.29 | -18.87 | -4.29 | 21.40 | 11.98 | -0.83 | 7.31 | 29.09 | -28.95 | 7.11 | 15.30 | 4.06 | 7.89 | 23.09 | -16.71 | -23.61 | -20.08 | 22.93 | 21.06 | 10.76 | 4.05 |
| Sharpe Ratio | NA | -1.10 | -1.70 | -1.43 | -0.96 | NA | NA | … | … | 18.81 | -1.54 | -2.21 | -1.78 | -1.40 | 0.26 | -0.60 | -0.92 | -0.76 | 0.44 | -1.49 | -1.15 | -0.83 | -1.88 | -1.21 | 0.26 | -1.80 | -1.52 | -1.34 | 0.86 | 0.82 | 0.34 | 0.28 |
| Standard Deviation(%) | NA | 9.27 | 16.05 | 15.29 | 18.88 | NA | NA | … | … | 6.98 | 9.18 | 15.96 | 21.05 | 16.31 | 11.02 | 11.11 | 21.01 | 14.89 | 23.83 | 32.45 | 13.07 | 8.55 | 9.01 | 9.66 | 14.30 | 20.28 | 29.92 | 32.27 | 23.04 | 21.66 | 20.91 | 15.08 |
| Draw Down(%) | NA | 6.84 | 28.26 | 35.04 | 43.61 | NA | NA | … | … | 0.40 | 6.84 | 10.96 | 22.85 | 15.00 | 6.66 | 9.33 | 17.45 | 14.33 | 24.94 | 39.13 | 8.47 | 7.24 | 6.50 | 6.84 | 12.63 | 26.80 | 41.86 | 33.09 | 12.18 | 25.39 | 18.86 | 9.83 |
| Yield(%) | 0.00 | 6.99 | 8.75 | 9.41 | 5.76 | 6.53 | 4.00 | … | … | 0.00 | 7.11 | 11.11 | 11.61 | 11.09 | 5.60 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.45 | 0.17 | 0.08 | 0.08 | 0.00 | 0.00 | 0.00 | 4.87 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/26/2018, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCHTX (INVESCO CHARTER FUND CLASS B) |
-22.15%
Mar 2000 – Mar 2003 |
-8.08%
Mar 2000 – Mar 2005 |
-3.75%
Feb 1999 – Feb 2009 |
1.21%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCHTX (INVESCO CHARTER FUND CLASS B) |
21.79%
Mar 1997 – Mar 2000 |
18.71%
Feb 2009 – Feb 2014 |
8.17%
Mar 2003 – Mar 2013 |
7.69%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart