Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ITYAX (INVESCO TECHNOLOGY FUND CLASS A) | 7.48% | 29.66% | 20.37% | 10.55% | 14.10% | 14.09% | 10.67% | 8.95% |
Data as of 08/01/2025, AR inception is 04/24/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITYAX (INVESCO TECHNOLOGY FUND CLASS A) | 04/24/2002 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.63 | 29.66 | 20.37 | 10.55 | 14.10 | 14.09 | 10.67 | 8.95 | 7.48 | 18.85 | 46.06 | -40.93 | -11.27 | 36.16 | 35.48 | -0.99 | 34.68 | -1.08 | 6.42 | 10.44 | 24.67 | 10.61 | -3.27 | 20.81 | 58.09 | -44.57 | 7.34 | 9.98 | 1.79 | 3.46 | 43.94 | -35.66 |
| Sharpe Ratio | NA | 0.89 | 0.62 | 0.31 | 0.50 | NA | NA | 0.31 | 0.30 | 0.46 | 1.93 | -1.13 | -0.30 | 0.99 | 1.95 | -0.10 | 3.02 | -0.07 | 0.33 | 0.58 | 1.79 | 0.59 | -0.12 | 0.98 | 2.12 | -1.11 | 0.23 | 0.39 | -0.03 | 0.11 | 1.59 | -1.04 |
| Standard Deviation(%) | NA | 29.90 | 27.23 | 28.05 | 25.51 | NA | NA | 25.16 | 33.53 | 26.40 | 21.93 | 37.61 | 37.28 | 36.26 | 17.48 | 24.00 | 11.33 | 17.41 | 19.19 | 17.92 | 13.80 | 18.17 | 28.06 | 21.06 | 27.41 | 40.90 | 19.30 | 17.38 | 13.94 | 22.03 | 27.17 | 46.26 |
| Draw Down(%) | NA | 30.40 | 30.40 | 47.95 | 47.95 | NA | NA | 58.67 | 30.40 | 16.28 | 14.55 | 42.96 | 31.48 | 28.64 | 10.60 | 25.41 | 5.10 | 19.90 | 14.14 | 11.36 | 8.28 | 17.23 | 23.20 | 16.75 | 17.76 | 53.58 | 14.68 | 19.27 | 13.74 | 26.50 | 15.51 | 48.85 |
| Yield(%) | 0.00 | 14.50 | 7.09 | 9.69 | 11.57 | 13.96 | 11.01 | 9.04 | 0.00 | 16.64 | 1.17 | 0.94 | 24.82 | 9.43 | 11.74 | 8.02 | 5.25 | 6.57 | 6.81 | 13.91 | 9.69 | 4.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 04/24/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITYAX (INVESCO TECHNOLOGY FUND CLASS A) |
-16.56%
Feb 2006 - Feb 2009 |
-8.82%
Feb 2004 - Feb 2009 |
2.99%
May 2002 - May 2012 |
6.29%
May 2002 - May 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITYAX (INVESCO TECHNOLOGY FUND CLASS A) |
31.96%
Feb 2009 - Feb 2012 |
26.13%
Jun 2016 - Jun 2021 |
17.63%
Aug 2010 - Aug 2020 |
16.16%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart