ACEIX vs. OPPAX

In the year-to-date period, ACEIX achieves a -5.41% return, which is significantly higher than OPPAX's -9.81% return. Over the past 10 years, ACEIX has outperformed OPPAX with an annualized return of 1.18%, while OPPAX has yielded a comparatively lower 0.37% annualized return.

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ACEIX has a 0.78% expense ratio, which is lower than OPPAX's 1.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Equity and Income Fund (ACEIX) and Invesco Global Fund (OPPAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current ACEIX Sharpe Ratio is -0.39, which is higher than the OPPAX Sharpe Ratio of -0.59. The chart below compares the historical Sharpe Ratios of ACEIX and OPPAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ACEIX's dividend yield for the trailing twelve months is around 2.20%, while OPPAX has not paid dividends to shareholders.

The maximum ACEIX drawdown since its inception was -38.81%, smaller than the maximum OPPAX drawdown of -63.60%. Use the drawdown chart below to compare losses from any high point for ACEIX and OPPAX. For additional features, visit the drawdowns tool.

The current volatility for Invesco Equity and Income Fund (ACEIX) is 8.43%, while Invesco Global Fund (OPPAX) has a volatility of 14.37%. This indicates that ACEIX experiences smaller price fluctuations and is considered to be less risky than OPPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.