Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHFTX (INVESCO CHARTER FUND CLASS R6) | 6.79% | 21.45% | 19.55% | 11.25% | 12.01% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHFTX (INVESCO CHARTER FUND CLASS R6) | 09/25/2012 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 21.45 | 19.55 | 11.25 | 12.01 | NA | NA | … | … | 6.79 | 16.38 | 25.70 | 23.50 | -20.47 | 27.62 | 13.94 | 29.59 | -9.52 | 13.69 | 10.89 | -6.25 | 8.01 | 28.84 | 1.29 |
| Sharpe Ratio | NA | 1.67 | 1.14 | 0.53 | 0.59 | NA | NA | … | … | 1.08 | 0.74 | 1.73 | 1.53 | -0.92 | 2.12 | 0.40 | 2.25 | -0.69 | 2.14 | 0.84 | -0.43 | 0.77 | 2.93 | 0.50 |
| Standard Deviation(%) | NA | 12.03 | 14.71 | 16.76 | 17.76 | NA | NA | … | … | 13.80 | 18.30 | 12.73 | 13.13 | 23.88 | 12.99 | 33.86 | 12.51 | 15.79 | 6.11 | 12.68 | 14.53 | 10.41 | 9.84 | 10.02 |
| Draw Down(%) | NA | 10.72 | 18.48 | 26.56 | 34.72 | NA | NA | … | … | 10.72 | 18.48 | 8.24 | 10.74 | 26.35 | 5.78 | 34.72 | 6.82 | 20.06 | 3.42 | 8.82 | 13.71 | 8.52 | 5.10 | 5.05 |
| Yield(%) | 0.00 | 7.36 | 8.19 | 7.69 | 8.94 | 8.48 | 6.36 | … | … | 0.00 | 7.53 | 8.94 | 7.14 | 3.31 | 17.45 | 2.81 | 19.53 | 9.44 | 7.44 | 11.49 | 11.96 | 11.37 | 6.56 | 1.50 |
Data as of 06/04/2026, Common starting date is 09/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHFTX (INVESCO CHARTER FUND CLASS R6) |
0.47%
Mar 2017 – Mar 2020 |
1.88%
Mar 2015 – Mar 2020 |
7.00%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHFTX (INVESCO CHARTER FUND CLASS R6) |
23.82%
Sep 2022 – Sep 2025 |
16.65%
Mar 2020 – Mar 2025 |
12.57%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart