FTCHX vs. ROBO

In the year-to-date period, FTCHX achieves a 4.02% return, which is significantly lower than ROBO's 7.07% return. Over the past 10 years, FTCHX has underperformed ROBO with an annualized return of 5.14%, while ROBO has yielded a comparatively higher 8.94% annualized return.

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FTCHX has a 0.91% expense ratio, which is lower than ROBO's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Technology Fund (FTCHX) and ROBO Global Robotics & Automation Index ETF (ROBO). 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 FTCHX Sharpe Ratio is 0.35, which is comparable to the ROBO Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of FTCHX and ROBO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FTCHX has not paid dividends to shareholders, while ROBO's dividend yield for the trailing twelve months is around 0.51%.

The maximum FTCHX drawdown since its inception was -88.28%, which is greater than ROBO's maximum drawdown of -43.65%. Use the drawdown chart below to compare losses from any high point for FTCHX and ROBO. For additional features, visit the drawdowns tool.

Invesco Technology Fund (FTCHX) has a higher volatility of 8.62% compared to ROBO Global Robotics & Automation Index ETF (ROBO) at 6.37%. This indicates that FTCHX's price experiences larger fluctuations and is considered to be riskier than ROBO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.