FTCHX vs. VAFAX
Compare and contrast key facts about Invesco Technology Fund (FTCHX) and Invesco American Franchise Fund Class A (VAFAX).
FTCHX is managed by Invesco. It was launched on Jan 18, 1984. VAFAX is managed by Invesco. It was launched on Jun 23, 2005.
Performance
FTCHX vs. VAFAX - Performance Comparison
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FTCHX vs. VAFAX - 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% |
VAFAX Invesco American Franchise Fund Class A | -9.70% | 11.86% | 34.78% | 40.91% | -31.20% | 11.13% | 42.15% | 36.55% | -3.99% | 27.11% |
Returns By Period
In the year-to-date period, FTCHX achieves a 0.39% return, which is significantly higher than VAFAX's -9.70% return. Over the past 10 years, FTCHX has outperformed VAFAX with an annualized return of 16.66%, while VAFAX has yielded a comparatively lower 13.99% 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%
VAFAX
- 1D
- 4.44%
- 1M
- -5.93%
- YTD
- -9.70%
- 6M
- -12.22%
- 1Y
- 14.68%
- 3Y*
- 19.34%
- 5Y*
- 7.06%
- 10Y*
- 13.99%
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FTCHX vs. VAFAX - Expense Ratio Comparison
FTCHX has a 0.91% expense ratio, which is lower than VAFAX's 0.95% expense ratio.
Return for Risk
FTCHX vs. VAFAX — Risk / Return Rank
FTCHX
VAFAX
FTCHX vs. VAFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Technology Fund (FTCHX) and Invesco American Franchise Fund Class A (VAFAX). 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 | VAFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 0.63 | +0.82 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.06 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.15 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.78 | 0.65 | +2.14 |
Martin ratioReturn relative to average drawdown | 9.46 | 2.03 | +7.43 |
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 | VAFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 0.63 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.31 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.63 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.53 | -0.19 |
Correlation
The correlation between FTCHX and VAFAX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FTCHX vs. VAFAX - Dividend Comparison
FTCHX's dividend yield for the trailing twelve months is around 26.45%, more than VAFAX's 15.61% 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% |
VAFAX Invesco American Franchise Fund Class A | 15.61% | 14.09% | 3.74% | 0.00% | 8.32% | 26.50% | 8.78% | 6.85% | 10.42% | 5.37% | 4.08% | 4.90% |
Drawdowns
FTCHX vs. VAFAX - Drawdown Comparison
The maximum FTCHX drawdown since its inception was -87.78%, which is greater than VAFAX's maximum drawdown of -48.48%. Use the drawdown chart below to compare losses from any high point for FTCHX and VAFAX.
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Drawdown Indicators
| FTCHX | VAFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.78% | -48.48% | -39.30% |
Max Drawdown (1Y)Largest decline over 1 year | -14.29% | -19.27% | +4.98% |
Max Drawdown (5Y)Largest decline over 5 years | -47.89% | -38.86% | -9.03% |
Max Drawdown (10Y)Largest decline over 10 years | -47.89% | -38.86% | -9.03% |
Current DrawdownCurrent decline from peak | -9.33% | -15.69% | +6.36% |
Average DrawdownAverage peak-to-trough decline | -36.55% | -8.16% | -28.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 6.14% | -1.94% |
Volatility
FTCHX vs. VAFAX - Volatility Comparison
Invesco Technology Fund (FTCHX) has a higher volatility of 13.28% compared to Invesco American Franchise Fund Class A (VAFAX) at 8.31%. This indicates that FTCHX's price experiences larger fluctuations and is considered to be riskier than VAFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTCHX | VAFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.28% | 8.31% | +4.97% |
Volatility (6M)Calculated over the trailing 6-month period | 22.72% | 15.69% | +7.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.92% | 25.39% | +5.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.55% | 23.03% | +5.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.15% | 22.23% | +3.92% |