FTCHX vs. ACEIX
Compare and contrast key facts about Invesco Technology Fund (FTCHX) and Invesco Equity and Income Fund (ACEIX).
FTCHX is managed by Invesco. It was launched on Jan 18, 1984. ACEIX is managed by Invesco. It was launched on Aug 2, 1960.
Performance
FTCHX vs. ACEIX - Performance Comparison
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FTCHX vs. ACEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTCHX Invesco Technology Fund | -5.10% | 20.77% | 34.49% | 47.38% | -39.96% | 13.00% | 46.14% | 35.62% | -0.88% | 34.78% |
ACEIX Invesco Equity and Income Fund | -1.20% | 12.85% | 11.77% | 10.08% | -7.75% | 18.02% | 9.96% | 19.17% | -9.74% | 10.86% |
Returns By Period
In the year-to-date period, FTCHX achieves a -5.10% return, which is significantly lower than ACEIX's -1.20% return. Over the past 10 years, FTCHX has outperformed ACEIX with an annualized return of 16.00%, while ACEIX has yielded a comparatively lower 8.47% annualized return.
FTCHX
- 1D
- -3.74%
- 1M
- -11.35%
- YTD
- -5.10%
- 6M
- -3.35%
- 1Y
- 36.47%
- 3Y*
- 24.45%
- 5Y*
- 8.86%
- 10Y*
- 16.00%
ACEIX
- 1D
- -0.37%
- 1M
- -5.34%
- YTD
- -1.20%
- 6M
- 2.41%
- 1Y
- 11.40%
- 3Y*
- 11.00%
- 5Y*
- 6.63%
- 10Y*
- 8.47%
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FTCHX vs. ACEIX - Expense Ratio Comparison
FTCHX has a 0.91% expense ratio, which is higher than ACEIX's 0.78% expense ratio.
Return for Risk
FTCHX vs. ACEIX — Risk / Return Rank
FTCHX
ACEIX
FTCHX vs. ACEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Technology Fund (FTCHX) and Invesco Equity and Income Fund (ACEIX). 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.
| FTCHX | ACEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.05 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.68 | 1.47 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.09 | 1.21 | +0.88 |
Martin ratioReturn relative to average drawdown | 7.00 | 5.18 | +1.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTCHX | ACEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.05 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.60 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.66 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.71 | -0.38 |
Correlation
The correlation between FTCHX and ACEIX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FTCHX vs. ACEIX - Dividend Comparison
FTCHX's dividend yield for the trailing twelve months is around 27.98%, more than ACEIX's 6.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTCHX Invesco Technology Fund | 27.98% | 26.56% | 13.59% | 0.80% | 1.60% | 27.66% | 7.06% | 9.58% | 9.01% | 4.14% | 6.98% | 6.88% |
ACEIX Invesco Equity and Income Fund | 6.98% | 6.87% | 8.28% | 6.91% | 6.65% | 13.74% | 2.94% | 5.53% | 8.91% | 6.73% | 3.94% | 5.17% |
Drawdowns
FTCHX vs. ACEIX - Drawdown Comparison
The maximum FTCHX drawdown since its inception was -87.78%, which is greater than ACEIX's maximum drawdown of -40.08%. Use the drawdown chart below to compare losses from any high point for FTCHX and ACEIX.
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Drawdown Indicators
| FTCHX | ACEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.78% | -40.08% | -47.70% |
Max Drawdown (1Y)Largest decline over 1 year | -14.29% | -8.63% | -5.66% |
Max Drawdown (5Y)Largest decline over 5 years | -47.89% | -16.73% | -31.16% |
Max Drawdown (10Y)Largest decline over 10 years | -47.89% | -30.80% | -17.09% |
Current DrawdownCurrent decline from peak | -14.29% | -5.50% | -8.79% |
Average DrawdownAverage peak-to-trough decline | -36.55% | -4.63% | -31.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.27% | 2.01% | +2.26% |
Volatility
FTCHX vs. ACEIX - Volatility Comparison
Invesco Technology Fund (FTCHX) has a higher volatility of 11.93% compared to Invesco Equity and Income Fund (ACEIX) at 2.88%. This indicates that FTCHX's price experiences larger fluctuations and is considered to be riskier than ACEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTCHX | ACEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.93% | 2.88% | +9.05% |
Volatility (6M)Calculated over the trailing 6-month period | 22.01% | 6.13% | +15.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.46% | 11.63% | +18.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.45% | 11.13% | +17.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.09% | 12.84% | +13.25% |