FTCHX vs. STK
Compare and contrast key facts about Invesco Technology Fund (FTCHX) and Columbia Seligman Premium Technology Growth Closed Fund (STK).
FTCHX is managed by Invesco. It was launched on Jan 18, 1984. STK is an actively managed fund by Aberdeen. It was launched on Nov 25, 2009.
Performance
FTCHX vs. STK - Performance Comparison
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FTCHX vs. STK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTCHX Invesco Technology Fund | 0.39% | 20.77% | 34.49% | 47.38% | -39.96% | 13.00% | 46.14% | 35.62% | -0.88% | 34.78% |
STK Columbia Seligman Premium Technology Growth Closed Fund | 7.23% | 24.85% | 17.74% | 46.60% | -30.36% | 48.63% | 25.39% | 52.73% | -14.91% | 33.52% |
Returns By Period
In the year-to-date period, FTCHX achieves a 0.39% return, which is significantly lower than STK's 7.23% return. Over the past 10 years, FTCHX has underperformed STK with an annualized return of 16.66%, while STK has yielded a comparatively higher 19.36% annualized return.
FTCHX
- 1D
- 5.79%
- 1M
- -7.82%
- YTD
- 0.39%
- 6M
- 1.56%
- 1Y
- 42.77%
- 3Y*
- 26.80%
- 5Y*
- 9.55%
- 10Y*
- 16.66%
STK
- 1D
- 2.79%
- 1M
- -3.99%
- YTD
- 7.23%
- 6M
- 13.94%
- 1Y
- 50.57%
- 3Y*
- 23.77%
- 5Y*
- 15.10%
- 10Y*
- 19.36%
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FTCHX vs. STK - Expense Ratio Comparison
FTCHX has a 0.91% expense ratio, which is lower than STK's 1.26% expense ratio.
Return for Risk
FTCHX vs. STK — Risk / Return Rank
FTCHX
STK
FTCHX vs. STK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Technology Fund (FTCHX) and Columbia Seligman Premium Technology Growth Closed Fund (STK). 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 | STK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 1.97 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.70 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.38 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.78 | 3.73 | -0.95 |
Martin ratioReturn relative to average drawdown | 9.46 | 13.76 | -4.30 |
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 | STK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 1.97 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.61 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.75 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.65 | -0.31 |
Correlation
The correlation between FTCHX and STK is 0.68, 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. STK - Dividend Comparison
FTCHX's dividend yield for the trailing twelve months is around 26.45%, more than STK's 6.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTCHX Invesco Technology Fund | 26.45% | 26.56% | 13.59% | 0.80% | 1.60% | 27.66% | 7.06% | 9.58% | 9.01% | 4.14% | 6.98% | 6.88% |
STK Columbia Seligman Premium Technology Growth Closed Fund | 6.96% | 7.38% | 16.02% | 6.70% | 12.62% | 8.48% | 6.79% | 7.86% | 14.88% | 11.82% | 9.87% | 10.32% |
Drawdowns
FTCHX vs. STK - Drawdown Comparison
The maximum FTCHX drawdown since its inception was -87.78%, which is greater than STK's maximum drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for FTCHX and STK.
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Drawdown Indicators
| FTCHX | STK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.78% | -41.74% | -46.04% |
Max Drawdown (1Y)Largest decline over 1 year | -14.29% | -13.59% | -0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -47.89% | -36.27% | -11.62% |
Max Drawdown (10Y)Largest decline over 10 years | -47.89% | -41.74% | -6.15% |
Current DrawdownCurrent decline from peak | -9.33% | -4.93% | -4.40% |
Average DrawdownAverage peak-to-trough decline | -36.55% | -7.47% | -29.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 3.69% | +0.51% |
Volatility
FTCHX vs. STK - Volatility Comparison
Invesco Technology Fund (FTCHX) has a higher volatility of 13.28% compared to Columbia Seligman Premium Technology Growth Closed Fund (STK) at 10.03%. This indicates that FTCHX's price experiences larger fluctuations and is considered to be riskier than STK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTCHX | STK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.28% | 10.03% | +3.25% |
Volatility (6M)Calculated over the trailing 6-month period | 22.72% | 18.08% | +4.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.92% | 25.75% | +5.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.55% | 24.85% | +3.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.15% | 25.92% | +0.23% |