CHTRX vs. VWELX

In the year-to-date period, CHTRX achieves a -2.94% return, which is significantly lower than VWELX's -0.68% return. Over the past 10 years, CHTRX has underperformed VWELX with an annualized return of -0.49%, while VWELX has yielded a comparatively higher 3.48% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

CHTRX has a 1.03% expense ratio, which is higher than VWELX's 0.24% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Charter Fund (CHTRX) and Vanguard Wellington Fund Investor Shares (VWELX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current CHTRX Sharpe Ratio is 0.12, which is higher than the VWELX Sharpe Ratio of -0.04. The chart below compares the historical Sharpe Ratios of CHTRX and VWELX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CHTRX's dividend yield for the trailing twelve months is around 0.56%, less than VWELX's 2.34% yield.

The maximum CHTRX drawdown since its inception was -56.12%, which is greater than VWELX's maximum drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for CHTRX and VWELX. For additional features, visit the drawdowns tool.