Nasdaq - Delayed Quote USD

Invesco Technology Investor (FTCHX)

59.69
+0.34
+(0.57%)
As of 8:09:19 AM EDT. Market Open.

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 47.38%
Worst 1Y Total Return --
Number of Years Up 31
Number of Years Down 9

Performance & Risk

YTD Return -3.26%
5y Average Return 13.18%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
FTCHXCategory AverageFTCHXCategory AverageFTCHXCategory Average
Alpha 1.48 0.1 -2.47 0.11 3.28 0.08
BETA 1.2 0.01 1.22 0.01 1.17 0.01
Mean Annual Return 1.14 0.02 1.11 0.02 1.16 0.02
R-squared 64.26 0.75 67.6 0.69 71.16 0.69
Standard Deviation 23.11 0.24 22.66 0.2 20.5 0.19
Sharpe Ratio 0.4 0.01 0.46 0.01 0.58 0.01
Treynor Ratio 5.83 0.23 6.96 0.25 8.97 0.17

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