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Invesco Technology R5 (FTPIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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78.71+1.03 (+1.33%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.75%
5-Year Average Return14.68%
Number of Years Up17
Number of Years Down8
Best 1 Yr Total Return (May 19, 2024)59.18%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return59.18%
Worst 3-Yr Total Return0.28%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFTPIXCategory
YTD7.64%12.31%
1-Month-5.68%6.23%
3-Month3.55%8.63%
1-Year39.91%53.90%
3-Year0.78%27.50%
5-Year12.11%28.80%
10-Year13.49%18.74%
Last Bull Market36.94%24.03%
Last Bear Market-23.53%-20.41%

Annual Total Return (%) History

Year
FTPIXCategory
2024
N/AN/A
2023
47.73%N/A
2022
-39.83%N/A
2021
14.44%N/A
2020
46.44%55.91%
2019
36.01%37.49%
2018
-0.36%-3.21%
2017
35.27%35.35%
2016
-0.61%10.84%
2015
7.11%5.21%
2014
11.32%12.55%
2013
25.40%35.45%
2012
11.33%13.08%
2011
-2.61%-7.62%
2010
21.71%20.00%
2009
59.18%61.99%
2008
-44.19%-45.33%
2007
8.09%16.12%
2006
10.72%7.08%
2005
2.56%5.76%
2004
4.57%4.24%
2003
44.37%55.77%
2002
-46.78%-42.86%
2001
-45.18%-36.89%
2000
-22.50%-31.36%
1999
146.17%129.22%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202414.13%N/AN/AN/A
202317.96%13.10%-4.99%16.54%
2022-12.96%-23.53%-7.57%-2.19%
20210.82%10.39%-2.49%5.44%
2020-12.42%32.70%12.58%11.93%
201916.60%5.99%-1.70%11.95%
20185.53%7.25%8.67%-18.99%
201713.08%8.38%7.15%3.00%
2016-9.29%0.44%11.79%-2.42%
20154.29%-0.48%-6.90%10.85%
20141.72%4.60%0.44%4.17%
20135.65%-0.98%9.95%9.02%
201221.90%-10.73%3.61%-1.26%
20116.83%0.29%-14.98%6.91%
20103.35%-10.96%13.65%16.37%
20094.01%17.75%19.11%9.11%
2008-16.99%5.87%-14.65%-25.59%
2007-0.73%7.78%7.99%-6.45%
20068.99%-8.35%6.02%4.54%
2005-8.02%2.05%5.17%3.89%
2004-0.24%0.28%-9.91%16.03%
2003-1.48%20.07%8.65%12.33%
2002-6.47%-29.49%-29.85%15.03%
2001-40.35%14.01%-41.35%37.45%
200026.26%-8.38%5.10%-36.26%
199915.00%16.48%10.11%66.90%

Rank In Category (By Total Return)

YTD25
1-Month56
3-Month37
1-Year32
3-Year56
5-Year55

Load Adjusted Returns

1-Year39.91%
3-Year0.78%
5-Year12.11%
10-Year13.49%