Invesco Technology Fund (FTCHX)
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of issuers engaged in technology-related industries, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities. The principal type of equity security in which the fund invests is common stock. It is non-diversified.
Fund Info
US00142F6593
00142F659
Jan 18, 1984
$1,000
Large-Cap
Growth
Expense Ratio
FTCHX features an expense ratio of 0.91%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Invesco Technology Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Invesco Technology Fund had a return of 2.33% year-to-date (YTD) and 12.75% in the last 12 months. Over the past 10 years, Invesco Technology Fund had an annualized return of 4.99%, while the S&P 500 had an annualized return of 11.26%, indicating that Invesco Technology Fund did not perform as well as the benchmark.
FTCHX
2.33%
-2.86%
4.71%
12.75%
3.94%
4.99%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of FTCHX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.87% | 2.33% | |||||||||||
| 2024 | 3.95% | 9.16% | 0.54% | -5.70% | 4.27% | 6.70% | -3.59% | 1.59% | 3.21% | 1.77% | 10.19% | -12.32% | 18.97% |
| 2023 | 8.46% | 0.60% | 8.04% | -3.66% | 10.40% | 6.27% | 3.83% | -2.18% | -6.50% | -2.90% | 13.63% | 4.73% | 46.21% |
| 2022 | -11.55% | -3.68% | 2.07% | -14.55% | -2.27% | -8.47% | 10.26% | -4.53% | -12.22% | 1.00% | 5.64% | -9.79% | -40.87% |
| 2021 | 0.15% | 2.14% | -1.46% | 6.08% | -2.41% | 6.58% | -0.01% | 5.04% | -7.20% | 8.48% | 0.24% | -24.67% | -11.20% |
| 2020 | 1.17% | -6.52% | -7.46% | 15.46% | 8.32% | 6.04% | 7.85% | 9.20% | -4.45% | -1.76% | 9.30% | -2.88% | 36.21% |
| 2019 | 10.43% | 2.37% | 3.08% | 5.55% | -7.53% | 8.51% | 1.11% | -2.53% | -0.35% | 3.96% | 2.98% | -4.89% | 23.41% |
| 2018 | 10.39% | -1.05% | -3.48% | 0.75% | 5.78% | 0.55% | 1.71% | 5.82% | 0.90% | -11.33% | -0.25% | -15.78% | -8.60% |
| 2017 | 5.53% | 4.66% | 2.27% | 3.05% | 5.18% | -0.10% | 5.05% | 2.29% | -0.38% | 4.02% | 0.06% | -5.03% | 29.44% |
| 2016 | -11.50% | -3.67% | 6.27% | -1.35% | 5.13% | -3.22% | 8.34% | 0.14% | 2.90% | -1.83% | -0.66% | -6.44% | -7.39% |
| 2015 | -1.11% | 7.56% | -2.07% | -1.85% | 3.72% | -2.31% | 3.44% | -6.83% | -3.51% | 11.09% | 1.30% | -8.00% | -0.27% |
| 2014 | -0.00% | 5.65% | -3.83% | -3.41% | 4.90% | 3.09% | -2.08% | 4.83% | -2.27% | 2.76% | 3.56% | -14.68% | -3.34% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FTCHX is 15, meaning it’s performing worse than 85% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco Technology Fund (FTCHX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco Technology Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Invesco Technology Fund was 88.28%, occurring on Oct 9, 2002. The portfolio has not yet recovered.
The current Invesco Technology Fund drawdown is 46.74%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -88.28% | Mar 10, 2000 | 645 | Oct 9, 2002 | — | — | — |
| -49.44% | May 15, 1987 | 118 | Oct 27, 1987 | 623 | Mar 16, 1990 | 741 |
| -43.59% | Oct 10, 1997 | 260 | Oct 8, 1998 | 122 | Mar 29, 1999 | 382 |
| -36.76% | Jul 17, 1990 | 63 | Oct 11, 1990 | 101 | Mar 1, 1991 | 164 |
| -24.35% | Dec 12, 1995 | 25 | Jan 15, 1996 | 189 | Oct 4, 1996 | 214 |
Volatility
Volatility Chart
The current Invesco Technology Fund volatility is 8.60%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.