Nasdaq - Delayed Quote
USD
Invesco Technology Investor (FTCHX)
65.50
-1.99
(-2.95%)
At close: 8:07:09 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 15.86% |
|---|---|
| 5y Average Return | 9.92% |
| Number of Years Up | 32 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Oct 30, 2026) | 47.38% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 47.38% |
| Worst 3Y Total Return | 0.07% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FTCHX
Category
- YTD
- 33.70%
- 12.31%
- 1-Month
- 5.80%
- 6.23%
- 3-Month
- -9.10%
- 8.63%
- 1-Year
- 35.23%
- 53.90%
- 3-Year
- 35.86%
- 27.50%
- 5-Year
- 14.96%
- 28.80%
- 10-Year
- 18.86%
- 18.74%
- Last Bull Market
- 47.24%
- 24.03%
- Last Bear Market
- -23.56%
- -20.41%
Annual Total Return (%) History
Year
FTCHX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
0.39% | 46.51% | -9.10% | -- |
|
2025
|
-16.01% | 27.38% | 10.85% | 1.15% |
|
2024
|
14.10% | 4.92% | 1.08% | 10.95% |
|
2023
|
17.87% | 13.04% | -5.04% | 16.48% |
|
2022
|
-13.04% | -23.56% | -7.60% | -2.25% |
|
2021
|
0.80% | 10.34% | -2.53% | 5.41% |
|
2020
|
-12.48% | 32.62% | 12.52% | 11.84% |
|
2019
|
16.52% | 5.92% | -1.79% | 11.89% |
|
2018
|
5.44% | 7.16% | 8.60% | -19.05% |
|
2017
|
12.95% | 8.29% | 7.05% | 2.93% |
Rank in Category (By Total Return)
| YTD | 40 |
| 1-Month | 22 |
|---|---|
| 3-Month | 77 |
| 1-Year | 38 |
| 3-Year | 30 |
| 5-Year | 46 |
Load Adjusted Returns
| 1-Year | 35.23% |
| 3-Year | 35.86% |
|---|---|
| 5-Year | 14.96% |
| 10-Year | 18.86% |
Performance & Risk
| YTD Return | 15.86% |
| 5y Average Return | 9.92% |
| Rank in Category (ytd) | 40 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.68 |
| Morningstar Risk Rating |
Fund Overview
| Category | Technology |
| Fund Family | Invesco |
| Net Assets | 2.77B |
| YTD Return | 33.70% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Sep 30, 2025 |
Fund Summary
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.
