Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FTPIX (INVESCO TECHNOLOGY FUND CLASS R5) | 8.35% | 24.12% | 24.07% | 12.13% | 14.44% | 14.81% | 11.32% | 7.46% |
Data as of 07/17/2025, AR inception is 01/20/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTPIX (INVESCO TECHNOLOGY FUND CLASS R5) | 01/20/1999 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.74 | 24.12 | 24.07 | 12.13 | 14.44 | 14.81 | 11.32 | 7.46 | 8.35 | 22.92 | 46.84 | -40.53 | -6.13 | 38.36 | 36.02 | -0.53 | 35.28 | -0.56 | 6.94 | 11.11 | 25.43 | 11.32 | -2.61 | 21.71 | 59.18 | -44.19 | 8.09 | 10.72 | 2.56 | 4.57 | 44.38 | -46.78 | -45.18 | -22.58 | 126.43 |
| Sharpe Ratio | NA | 0.43 | 0.72 | 0.33 | 0.52 | NA | NA | 0.20 | 0.25 | 0.65 | 1.96 | -1.12 | -0.19 | 1.05 | 1.98 | -0.08 | 3.07 | -0.04 | 0.36 | 0.62 | 1.84 | 0.63 | -0.09 | 1.03 | 2.15 | -1.10 | 0.27 | 0.43 | 0.03 | 0.16 | 1.61 | -1.09 | -0.83 | -0.46 | 3.94 |
| Standard Deviation(%) | NA | 31.16 | 27.46 | 28.09 | 25.49 | NA | NA | 29.45 | 35.03 | 25.29 | 21.92 | 37.57 | 33.26 | 36.05 | 17.49 | 24.02 | 11.32 | 17.40 | 19.17 | 17.90 | 13.80 | 18.17 | 28.07 | 21.08 | 27.43 | 40.85 | 19.30 | 17.40 | 13.95 | 22.04 | 27.18 | 43.78 | 58.00 | 58.16 | 33.62 |
| Draw Down(%) | NA | 30.36 | 30.36 | 47.65 | 47.65 | NA | NA | 87.59 | 30.36 | 16.21 | 14.47 | 42.80 | 27.71 | 28.62 | 10.57 | 25.34 | 5.11 | 19.84 | 14.04 | 11.31 | 8.23 | 16.90 | 22.95 | 16.63 | 17.67 | 53.27 | 14.59 | 19.13 | 13.59 | 25.99 | 15.55 | 60.04 | 65.95 | 52.64 | 13.40 |
| Yield(%) | 0.00 | 10.40 | 5.85 | 8.36 | 10.07 | 13.26 | 10.71 | 6.34 | 0.00 | 12.60 | 0.89 | 0.72 | 20.12 | 7.77 | 9.87 | 6.86 | 4.54 | 5.75 | 6.04 | 12.59 | 8.89 | 4.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.19 | 10.31 |
Data as of 07/17/2025, AR inception is 01/20/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTPIX (INVESCO TECHNOLOGY FUND CLASS R5) |
-44.82%
Feb 2000 - Feb 2003 |
-24.82%
Feb 2000 - Feb 2005 |
-12.61%
Aug 2000 - Aug 2010 |
-4.25%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTPIX (INVESCO TECHNOLOGY FUND CLASS R5) |
32.90%
Feb 2009 - Feb 2012 |
26.64%
Jun 2016 - Jun 2021 |
18.25%
Aug 2010 - Aug 2020 |
16.76%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart