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Invesco Charter C (CHTCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.44+0.07 (+0.40%)
As of 08:06AM EDT. Market open.

Risk overview

Morningstar risk rating★★
Number of years up18
Number of years down8
Best 1-yr total return (2 Jul 2024)29.10%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
CHTCXCategory average
5 years
CHTCXCategory average
10 years
CHTCXCategory average
Alpha
-2.97-0.01
-2.87-0.01
-4.58-0.01
BETA
0.940.01
0.960.01
0.960.01
Mean annual return
0.640.01
1.030.01
0.690.01
R-squared
97.690.94
97.770.95
96.270.95
Standard deviation
16.920.17
17.590.19
15.070.15
Sharpe ratio
0.260
0.570.01
0.450.01
Treynor ratio
3.230.03
9.390.1
6.030.1